Automations that work while you sleep
Set up simple rules for reminders and follow-ups. Email on Business Essential; SMS, WhatsApp automations, and webhooks on Business Run - see the channel matrix below.
- Triggers to build from
- 7
- Actions to fire
- 4
- Rules running
- 24/7
Invoice overdue by 7 days
Trigger: invoice passes its due date
Balance is still outstanding
Condition: no payment recorded
Send reminder SMS
Action: SMS via your connected provider. Business Run and above.
Illustration only
Trigger, condition, action
Simple rules that run your business on autopilot. Nothing fires that you did not spell out.
Trigger
When something happens - an invoice is created, sent, or overdue; a payment lands; a quote is created, accepted, or rejected.
Condition
If criteria are met. Narrow the rule so it only runs on the accounts, balances, and terms you mean.
Action
Then do this. Send an email on any plan; send an SMS or WhatsApp message, or fire a webhook into your own systems, on Business Run and above.
Available Triggers
seven- Invoice Created
Fires when a new invoice is created
- Invoice Sent
Fires when an invoice is sent to a customer
- Invoice Overdue
Fires when an invoice passes its due date
- Payment Received
Fires when a payment is recorded on an invoice
- Quote Created
Fires when a new quote is created
- Quote Accepted
Fires when a customer accepts a quote
- Quote Rejected
Fires when a customer rejects a quote
Available Actions
four- Send Email
Send an email to the customer or yourself
- Send SMSBusiness Run and above
Send an SMS via your connected provider
- Send WhatsAppBusiness Run and above
Send a WhatsApp message via Business API
- Trigger WebhookBusiness Run and above
Send data to an external URL for custom integrations
Every action is logged against the invoice or quote it ran on.
Channel availability by plan
| Channel | Business Essential | Business Run | Business Scale |
|---|---|---|---|
| Included | Included | Included | |
| SMS | Not included | Included | Included |
| Not included | Included | Included | |
| Webhook | Not included | Included | Included |
Ready to automate your business?
Try Business Essential with email automations, start with Business Run for SMS, WhatsApp, and webhooks, or book a demo for Business Scale workflows.
Real-world automation examples
Here's how South African businesses use EasyQuo automations.
Overdue Reminder
Business Run and aboveAutomatically nudge customers who haven't paid on time. No more awkward phone calls.
Payment Thank You
Business ScaleShow appreciation to customers the moment they pay. Build loyalty automatically.
Quote Follow-up
Business Essential and aboveDon't let quotes go cold. Automatic follow-ups keep deals moving.
New Customer Welcome
Business Run and aboveOnboard new customers smoothly and keep your team in the loop.
Bring your own providers
We don't try to be Twilio. Connect your own SMS and WhatsApp providers for full control over your communications.
Built-in on all plans. Connect SendGrid, Resend, or SMTP on paid plans.
SMS
Connect Twilio, Clickatell, or local SA SMS gateways. Business Run plan and above.
Connect WhatsApp Business API providers. Business Run plan and above.