Workflows automate repetitive tasks. Set up triggers (like "Quote Accepted") and actions (like "Create Invoice") to run automatically without manual work.

What triggers are available?

Triggers include: Form Submitted, Quote Accepted/Rejected, Invoice Paid, Appointment Booked/Approved/Cancelled, and Job Created/Completed.

What actions can workflows perform?

Actions include: Create Quote, Create Invoice, Create Job, Send Email, Assign Team Member, Update Status, and Wait (delay).

Can I add conditions?

Yes! Add if/else conditions to create branching logic. For example, "If quote total > $1000, assign to senior staff".

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Workflows

Workflow Automation

Name: Cadobook
Author: Cadobook

Automate repetitive tasks with trigger-based workflows. Set it up once and let it run automatically.

Event triggers

Start workflows from quotes, invoices, bookings

Conditional logic

Add if/else branching for smart automation

Auto-create documents

Generate invoices, jobs, and emails automatically

Quote to Invoice Flow

trigger

Quote Accepted

action

Create Invoice

action

Send Email

action

Create Job

Frequently Asked Questions

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Set up workflows and let Cadobook handle the repetitive tasks.

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