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.
How automations work
Simple trigger → action rules that run your business on autopilot
Trigger
When something happens
Condition
If criteria are met
Action
Then do this
Example rule:
Available Triggers
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
Send Email
Send an email to the customer or yourself
Send SMS
Business Run+Send an SMS via your connected provider
Send WhatsApp
Business Run+Send a WhatsApp message via Business API
Trigger Webhook
Business Run+Send data to an external URL for custom integrations
Channel Availability by Plan
| Channel | Business Essential | Business Run | Business Scale |
|---|---|---|---|
| SMS | |||
| Webhook |
Real-world automation examples
Here's how South African businesses use EasyQuo automations
Overdue Reminder
Automatically nudge customers who haven't paid on time. No more awkward phone calls.
Payment Thank You
Show appreciation to customers the moment they pay. Build loyalty automatically.
Quote Follow-up
Don't let quotes go cold. Automatic follow-ups keep deals moving.
New Customer Welcome
Onboard 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.
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.