Workflows
Streamline your scheduling processes with smart reminders, follow-up, or survey emails
By Fernando1 author10 articles
- How to create workflowsStreamline your scheduling processes with smart reminders, follow-up, or survey emails.
- CRM Date Trigger: Send workflows from a contact dateHow to build a workflow that fires from a date or datetime attribute on a CRM People record, with timing, send-time, and optional checkbox condition.
- Reply-to, CC and BCC for booking emailsSet a custom reply-to address, CC and BCC recipients, and additional calendar attendees on scheduling page and workflow emails.
- Form and call trigger workflows: timing, conditions, and team recipientsHow to configure send timing, add a condition, and choose team recipients — including the Booking host — in form and call trigger workflows.
- How to create reminders and follow-ups using workflowsWith workflows in Zeeg, you can set up automatic emails and notifications for your events.
- SMS Credits on WorkflowsThis article explains how the SMS Credits are used when Zeeg sends SMS workflows.
- How to Check Your SMS Usage and LimitsMonitor your SMS credit usage and understand your monthly SMS allocation in Zeeg's subscription settings.
- Zeeg + Superchat Integration via ZapierConnect Zeeg with Superchat to automatically create contacts, send booking confirmations, and manage customer communications when appointments are scheduled or cancelled.
- How to create a survey workflowSend automated survey emails or SMS messages to invitees and hosts after a meeting — no manual follow-up needed.
- How to create a thank you message workflowSend automated thank you emails or SMS messages to invitees and hosts after a meeting — no manual follow-up needed.