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Sale","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fsales","en\u002F03.developers\u002F02.typescript-sdk\u002F10.sales",{"title":732,"path":733,"stem":734,"icon":358},"Organization","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Forganization","en\u002F03.developers\u002F02.typescript-sdk\u002F11.organization",{"title":310,"path":736,"stem":737,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Freports","en\u002F03.developers\u002F02.typescript-sdk\u002F12.reports",{"title":739,"path":740,"stem":741,"icon":742},"REST API Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":374,"body":749,"description":2047,"extension":2048,"links":2049,"meta":2050,"navigation":2057,"path":375,"seo":2058,"stem":376,"__hash__":2059},"docs_en\u002Fen\u002F01.guides\u002F10.automations\u002F01.workflows\u002Findex.md",{"type":750,"value":751,"toc":2028},"minimark",[752,760,767,774,781,786,789,792,883,886,890,911,915,918,921,950,967,972,975,1097,1101,1110,1130,1137,1141,1154,1160,1164,1167,1204,1215,1234,1238,1252,1257,1265,1270,1279,1284,1287,1292,1303,1307,1316,1322,1349,1353,1360,1370,1374,1699,1704,1708,1882,1886,1893,1905,1929,1934,1939,1948,1958,1963,1971,1984,2001,2018,2023],[753,754,755,756,759],"p",{},"The ",[757,758,374],"strong",{}," page is where you set up automated actions that Requiply runs when something happens to a booking. It is used to send the right message to the right person at the right time without anyone on your team having to remember to do it, and connects directly to bookings, booking statuses, payment statuses, email and message templates, organization accounts, your custom fields, and your connected communications provider.",[753,761,762,763,766],{},"You can find this page under ",[757,764,765],{},"Settings → Workflows",".",[768,769,770,773],"warning",{},[757,771,772],{},"Admin only."," Non-admin team members cannot view or edit this page.",[753,775,776],{},[777,778],"img",{"alt":779,"src":780},"Workflows page","\u002Fassets\u002Fsettings\u002Fworkflows\u002Fworkflows\u002Fimage.png",[782,783,785],"h2",{"id":784},"why-this-page-matters","Why this page matters",[753,787,788],{},"Workflows are how Requiply turns booking events into outgoing communication. Instead of manually emailing a client when a booking is confirmed, alerting your team when payment goes through, or nudging a manager a day before an appointment, you define the rule once and Requiply handles every future booking automatically.",[753,790,791],{},"Workflows pull together several other parts of Requiply:",[793,794,795,801,815,827,832,838,852,861,867,877],"ul",{},[796,797,798,800],"li",{},[757,799,576],{}," — every workflow listens to something that can happen on a booking.",[796,802,803,805,806,810,811,814],{},[757,804,582],{}," — workflows can fire when a booking reaches a specific status (for example, ",[807,808,809],"em",{},"Confirmed"," or ",[807,812,813],{},"Cancelled",").",[796,816,817,820,821,810,824,766],{},[757,818,819],{},"Payment statuses"," — workflows can fire when a booking's payment reaches a state such as ",[807,822,823],{},"Completed",[807,825,826],{},"Refunded",[796,828,829,831],{},[757,830,395],{}," — most workflow actions send an email built from a template you have already designed.",[796,833,834,837],{},[757,835,836],{},"Clients, internal recipients, and your team"," — workflows can email the booking's client, a fixed list of addresses, or your own organization accounts (and even push to their phones), or message the booking's client over SMS, Viber, or Telegram.",[796,839,840,843,844,847,848,851],{},[757,841,842],{},"Communications integrations"," — the ",[757,845,846],{},"Send message to client (SMS \u002F Viber \u002F Telegram)"," action delivers through the provider connected on the ",[849,850,535],"a",{"href":536}," page.",[796,853,854,856,857,860],{},[757,855,406],{}," — that action's wording, attachments, and buttons come from a ",[849,858,859],{"href":408},"message template",", the messenger counterpart to email templates.",[796,862,863,866],{},[757,864,865],{},"Filters"," — every workflow can carry optional conditions that decide whether it actually runs for a given booking.",[796,868,869,872,873,876],{},[757,870,871],{},"Account groups",": a push notification can go to everyone in one or more ",[849,874,875],{"href":481},"permission groups",", as the groups stand when the workflow runs.",[796,878,879,882],{},[757,880,881],{},"Status changes",": besides sending messages, a workflow can move the booking to another status, for example confirm it once the payment is completed.",[753,884,885],{},"If your email templates, booking statuses, or custom fields change, the workflows that reference them keep using the new values automatically.",[782,887,889],{"id":888},"who-can-use-this-page","Who can use this page",[793,891,892,898,908],{},[796,893,894,897],{},[757,895,896],{},"Admins only."," The page, the add screen, and the edit screen all require admin access.",[796,899,900,901,904,905,766],{},"Workflows stay administrator-only. A group with ",[757,902,903],{},"Allow access to settings"," reaches the rest of Settings but does not see Workflows in the menu, and the route itself is gated to the ",[849,906,907],{"href":481},"Administrators group",[796,909,910],{},"The page itself does not have its own plan limit or paid add-on gate; it relies on the email templates and booking status features being available in the organization.",[782,912,914],{"id":913},"what-youll-see","What you'll see",[753,916,917],{},"When the page loads, Requiply fetches all of the organization's workflows, all email templates, and the list of booking statuses in parallel. While that data is loading, you see three pulsing skeleton cards.",[753,919,920],{},"Once the data is ready, you see one of two layouts:",[793,922,923,937],{},[796,924,925,928,929,932,933,936],{},[757,926,927],{},"If you have at least one workflow:"," a grid of workflow cards, followed by a dashed ",[757,930,931],{},"Create workflow"," tile with a ",[757,934,935],{},"+"," icon as the last card. Click the tile to start a new workflow.",[796,938,939,942,943,946,947,949],{},[757,940,941],{},"If you have no workflows yet:"," an empty-state placeholder with a sitemap icon, the title ",[807,944,945],{},"No workflows yet",", and a single ",[757,948,931],{}," button that takes you to the add screen.",[951,952,953,957],"figure",{},[777,954],{"src":955,"alt":956},"\u002Fassets\u002Fsettings\u002Fworkflows\u002Fworkflows\u002Fworkflow-cards.png","The Workflows page in dark mode with a grid of four workflow cards and a dashed tile. Each card has the workflow name at the top with an on\u002Foff switch (1) and a pencil button (2) on the right, then two steps joined by a line. Booking confirmed, email to client: Booking status reached with a green Confirmed pill, then Send email to client with the template Booking confirmation (3). Paid online, ready for pickup is faded: Payment status reached Completed, then Change booking status to Ready for Pickup, with a Disabled chip and a pause icon (4). Booking confirmed, Telegram: Confirmed, then Send message to client (SMS \u002F Viber \u002F Telegram) Telegram, with a 2 filters chip and a filter icon (5). Booking confirmed, SMS to client: Confirmed, then Send message to client SMS. The dashed Create workflow tile with a plus icon (6) sits next to it",[958,959,960],"figcaption",{},[753,961,962,963,966],{},"Each card has its own on\u002Foff switch (1) and an edit button (2), and reads as a trigger followed by an action (3). A switched-off workflow is faded and marked ",[757,964,965],{},"Disabled"," (4); a chip counts its filters (5). The dashed tile (6) creates a new workflow.",[968,969,971],"h3",{"id":970},"the-workflow-card","The workflow card",[753,973,974],{},"Each card reads top to bottom as a small flow:",[793,976,977,987,1012,1081],{},[796,978,979,982,983,986],{},[757,980,981],{},"The header"," holds the workflow name, an on\u002Foff switch, and a pencil button, ",[757,984,985],{},"Edit workflow",", that opens the edit screen.",[796,988,989,992,993,996,997,1000,1001,1004,1005,1008,1009,766],{},[757,990,991],{},"The trigger step",", with an icon for its type: a flag for ",[807,994,995],{},"Booking status reached",", a wallet for ",[807,998,999],{},"Payment status reached",", a plus for ",[807,1002,1003],{},"Booking created",", a clock for ",[807,1006,1007],{},"Relative time reached",". A status trigger shows the status as a pill in that status's color; a payment trigger shows the payment status; a relative-time trigger shows the offset, for example ",[807,1010,1011],{},"1 day before booking start time",[796,1013,1014,1017,1018,1021,1022],{},[757,1015,1016],{},"The action step",", with an icon for what it does: an envelope for the email actions, a bell for push notifications, a speech bubble (or the Telegram logo) for client messages, and two arrows for ",[807,1019,1020],{},"Change booking status",". Under the action type you see the detail:\n",[793,1023,1024,1038,1048,1054,1064,1076],{},[796,1025,1026,1027,1030,1031,1034,1035,766],{},"For email actions, the ",[757,1028,1029],{},"template name",". A workflow that still references the legacy built-in default email template shows it under its localized name rather than a raw ID. ",[807,1032,1033],{},"Send email to custom email list"," adds the addresses underneath, or ",[807,1036,1037],{},"No recipients configured",[796,1039,1040,1041,1044,1045,766],{},"For ",[807,1042,1043],{},"Send email to organization accounts",", the template name with the selected accounts underneath, each resolved to its full name (or email). If none resolve, ",[807,1046,1047],{},"No accounts selected",[796,1049,1040,1050,1053],{},[807,1051,1052],{},"Send push notification to organization accounts",", the notification title with the selected accounts underneath.",[796,1055,1040,1056,1059,1060,1063],{},[807,1057,1058],{},"Send push notification to account groups",", the notification title with the group names underneath, or ",[807,1061,1062],{},"No groups selected"," when the groups are gone.",[796,1065,1040,1066,1069,1070,810,1073,766],{},[807,1067,1068],{},"Send message to client",", the channel, for example ",[807,1071,1072],{},"Telegram",[807,1074,1075],{},"Viber, with SMS fallback",[796,1077,1040,1078,1080],{},[807,1079,1020],{},", the target status as a colored pill.",[796,1082,1083,1086,1087,1089,1090,1093,1094,766],{},[757,1084,1085],{},"The footer"," appears only when it has something to say: a ",[757,1088,965],{}," chip with a pause icon on a workflow that is switched off, and a chip such as ",[757,1091,1092],{},"2 filters"," when the workflow has conditions. Hover the filter chip for ",[807,1095,1096],{},"2 filters applied",[968,1098,1100],{"id":1099},"turning-a-workflow-on-or-off-from-its-card","Turning a workflow on or off from its card",[753,1102,1103,1104,810,1107,766],{},"The switch in the card header turns a workflow on or off without opening it. Hover it to see what it does: ",[807,1105,1106],{},"On: runs automatically",[807,1108,1109],{},"Off: will not run",[793,1111,1112,1121,1127],{},[796,1113,1114,1115,810,1118,766],{},"Flip the switch. A small spinner shows on the handle while Requiply saves the change, and a toast confirms ",[807,1116,1117],{},"Workflow \"{name}\" turned on",[807,1119,1120],{},"Workflow \"{name}\" turned off",[796,1122,1123,1124,1126],{},"A switched-off card fades and gets the ",[757,1125,965],{}," chip. It keeps its trigger, filters, action and template, so turning it back on restores it exactly as it was.",[796,1128,1129],{},"If the change cannot be saved, an error toast appears and the switch goes back to where it was.",[753,1131,1132,1133,1136],{},"The switch is the same setting as ",[757,1134,1135],{},"Enabled"," at the bottom of the add and edit forms. Turning a workflow off stops future runs only; messages it already sent are not recalled.",[782,1138,1140],{"id":1139},"empty-state","Empty state",[753,1142,1143,1144,1146,1147,1149,1150,1153],{},"The empty state appears the first time you open Workflows in a new organization. It uses a sitemap icon, the title ",[807,1145,945],{},", and one primary action, ",[757,1148,931],{},", that opens the ",[757,1151,1152],{},"Add workflow"," screen. There is no secondary content: the goal is to push you straight into creating your first automation.",[753,1155,1156,1157,1159],{},"The first workflow most businesses set up is something like \"send a confirmation email when a booking reaches ",[807,1158,809],{},"\", because that single rule replaces a manual step that otherwise has to happen for every booking.",[782,1161,1163],{"id":1162},"how-a-workflow-is-built","How a workflow is built",[753,1165,1166],{},"Every workflow is made of three building blocks, and the add\u002Fedit form is laid out in exactly this order:",[1168,1169,1170,1180,1194],"ol",{},[796,1171,1172,1179],{},[757,1173,1174,1175,1178],{},"Trigger: ",[807,1176,1177],{},"when"," it fires."," The booking event that wakes the workflow up (a status change, a payment change, a new booking, or a time relative to the booking).",[796,1181,1182,1189,1190,1193],{},[757,1183,1184,1185,1188],{},"Filters: ",[807,1186,1187],{},"only when"," it should run"," ",[807,1191,1192],{},"(optional)",". Conditions that must be met for the workflow to actually fire on a given booking. Leave them empty and the workflow runs every time the trigger matches.",[796,1195,1196,1203],{},[757,1197,1198,1199,1202],{},"Action: ",[807,1200,1201],{},"what"," it does."," What Requiply sends, and to whom (an email to the client, an email to a typed list, an email to your team's accounts, a push notification to chosen accounts or to whole account groups, or a messenger\u002FSMS message to the client), or which status it moves the booking to.",[753,1205,1206,1207,1210,1211,1214],{},"As you fill in the form, a live ",[757,1208,1209],{},"Preview"," panel shows the workflow as a sentence: the trigger card, then any conditions under an ",[757,1212,1213],{},"\"Only when\""," heading, then the action card. Reading the preview is the fastest way to confirm a workflow does what you intend before you save it.",[753,1216,1217,1218,1222,1223,1226,1227,1230,1231,766],{},"Each block has its own reference: ",[849,1219,1221],{"href":1220},"\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows\u002Ftriggers-and-filters#triggers","Triggers",", ",[849,1224,865],{"href":1225},"\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows\u002Ftriggers-and-filters#filters-only-run-this-workflow-when",", and ",[849,1228,385],{"href":1229},"\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows\u002Factions#actions",", with ready-made examples in ",[849,1232,1233],{"href":391},"Workflow recipes",[782,1235,1237],{"id":1236},"adding-a-workflow","Adding a workflow",[753,1239,1240,1241,1243,1244,1246,1247,1251],{},"Clicking ",[757,1242,931],{}," (either the dashed tile at the end of the grid or the empty-state button) opens the dedicated ",[757,1245,1152],{}," page at ",[1248,1249,1250],"code",{},"\u002Fsettings\u002Fworkflows\u002Fmanage\u002Fadd",". The screen is a single form split into the sections described above, plus general info and an enabled toggle.",[753,1253,1254],{},[757,1255,1256],{},"General info",[793,1258,1259],{},[796,1260,1261,1264],{},[757,1262,1263],{},"Name"," — required, up to 100 characters. This is the label shown on the workflow card.",[753,1266,1267],{},[757,1268,1269],{},"Trigger, Filters, and Action",[753,1271,1272,1273,1222,1275,1226,1277,766],{},"These three sections make up the body of the form and are documented in full in ",[849,1274,1221],{"href":1220},[849,1276,865],{"href":1225},[849,1278,385],{"href":1229},[753,1280,1281],{},[757,1282,1283],{},"Enabled toggle",[753,1285,1286],{},"A switch at the bottom controls whether the workflow is active. New workflows default to enabled. A disabled workflow stays in the list but does not run.",[753,1288,1289],{},[757,1290,1291],{},"Saving",[753,1293,1294,1295,1298,1299,1302],{},"Pressing ",[757,1296,1297],{},"Save"," validates the form. If everything is valid, Requiply creates the workflow, shows a success toast with the workflow name, and returns you to the Workflows list. If creation fails, an error toast appears and you stay on the form. While the request is in flight, the entire screen is blocked so you cannot double-submit. ",[757,1300,1301],{},"Cancel"," returns to the list without saving.",[782,1304,1306],{"id":1305},"editing-a-workflow","Editing a workflow",[753,1308,1309,1310,1246,1312,1315],{},"Clicking the pencil button on a workflow card opens the ",[757,1311,985],{},[1248,1313,1314],{},"\u002Fsettings\u002Fworkflows\u002Fmanage\u002Fedit?id=…",". The form looks the same as the add form, with a few differences:",[753,1317,1318],{},[777,1319],{"alt":1320,"src":1321},"Edit workflow page","\u002Fassets\u002Fsettings\u002Fworkflows\u002Fworkflows\u002Fedit-page.png",[793,1323,1324,1327,1330,1336,1342],{},[796,1325,1326],{},"The screen is blocked with a fullscreen overlay until the workflow has been loaded from the server. If the workflow can't be found, you see an error toast and are sent back to the list.",[796,1328,1329],{},"The form is prefilled with the workflow's current name, trigger, filters, action, template or recipients, and enabled state. Time-based triggers also restore the original time unit so the offset displays naturally (for example, an offset stored as 1440 minutes is shown as 1 day).",[796,1331,1332,1333,1335],{},"A ",[757,1334,1297],{}," button is disabled until you actually change something — a built-in dirty check compares the current form against the originally loaded workflow.",[796,1337,1332,1338,1341],{},[757,1339,1340],{},"Delete"," button (red, outlined, trash icon) sits in the bottom-left. It opens a confirmation dialog showing the workflow's name. Deleting is permanent: the workflow stops firing immediately, and there is no undo. After deletion you are returned to the list with a confirmation toast.",[796,1343,1344,1345,1348],{},"If the workflow was originally created with the legacy \"default email template\" (no longer offered to new workflows), an extra option called ",[807,1346,1347],{},"Default email template"," appears at the top of the template dropdown so the existing selection stays valid. Once you switch to a real template, that legacy option goes away.",[782,1350,1352],{"id":1351},"searching-filtering-or-sorting-the-list","Searching, filtering, or sorting the list",[753,1354,1355,1356,1359],{},"The Workflows ",[757,1357,1358],{},"list"," does not have search, filters, sorting, or pagination — all workflows are shown together as cards. This is intentional: most organizations have a small number of workflows, and the visual card layout makes them easy to scan.",[1361,1362,1363,1364,1366,1367,1369],"note",{},"Don't confuse this with the per-workflow ",[849,1365,865],{"href":1225},". The ",[807,1368,1358],{}," has no filtering, but each individual workflow can carry conditions that decide when it runs.",[782,1371,1373],{"id":1372},"forms-and-fields","Forms and fields",[1375,1376,1377,1393],"table",{},[1378,1379,1380],"thead",{},[1381,1382,1383,1387,1390],"tr",{},[1384,1385,1386],"th",{},"Field",[1384,1388,1389],{},"Required",[1384,1391,1392],{},"Notes",[1394,1395,1396,1407,1426,1439,1451,1468,1485,1497,1509,1534,1545,1559,1570,1586,1597,1607,1626,1638,1652,1674,1690],"tbody",{},[1381,1397,1398,1401,1404],{},[1399,1400,1263],"td",{},[1399,1402,1403],{},"Yes",[1399,1405,1406],{},"1–100 characters. Used as the card label.",[1381,1408,1409,1412,1414],{},[1399,1410,1411],{},"Trigger type",[1399,1413,1403],{},[1399,1415,1416,1417,1222,1420,1222,1422,1222,1424,766],{},"One of: ",[807,1418,1419],{},"Status reached",[807,1421,999],{},[807,1423,1003],{},[807,1425,1007],{},[1381,1427,1428,1431,1436],{},[1399,1429,1430],{},"Status",[1399,1432,1433,1434],{},"Yes when trigger is ",[807,1435,1419],{},[1399,1437,1438],{},"Picked from the organization's booking statuses; shown as a colored tag.",[1381,1440,1441,1444,1448],{},[1399,1442,1443],{},"Payment status",[1399,1445,1433,1446],{},[807,1447,999],{},[1399,1449,1450],{},"Picked from the available payment statuses.",[1381,1452,1453,1456,1460],{},[1399,1454,1455],{},"Relative to",[1399,1457,1433,1458],{},[807,1459,1007],{},[1399,1461,1462,810,1465,766],{},[807,1463,1464],{},"Booking start time",[807,1466,1467],{},"Booking end time",[1381,1469,1470,1473,1477],{},[1399,1471,1472],{},"Direction",[1399,1474,1433,1475],{},[807,1476,1007],{},[1399,1478,1479,810,1482,766],{},[807,1480,1481],{},"Before",[807,1483,1484],{},"After",[1381,1486,1487,1490,1494],{},[1399,1488,1489],{},"Offset",[1399,1491,1433,1492],{},[807,1493,1007],{},[1399,1495,1496],{},"Number greater than zero, with a unit selector (minutes\u002Fhours\u002Fdays).",[1381,1498,1499,1501,1504],{},[1399,1500,865],{},[1399,1502,1503],{},"No",[1399,1505,1506,1507,766],{},"Optional conditions. Empty = always run. See ",[849,1508,865],{"href":1225},[1381,1510,1511,1514,1516],{},[1399,1512,1513],{},"Action type",[1399,1515,1403],{},[1399,1517,1518,1222,1521,1222,1523,1222,1525,1222,1527,1222,1529,1531,1532,766],{},[807,1519,1520],{},"Send email to client",[807,1522,1033],{},[807,1524,1043],{},[807,1526,1052],{},[807,1528,1058],{},[807,1530,846],{},", or ",[807,1533,1020],{},[1381,1535,1536,1539,1542],{},[1399,1537,1538],{},"Email template",[1399,1540,1541],{},"Yes for the three email actions",[1399,1543,1544],{},"Picked from your email templates. Not used by the push or client message actions. Cannot save an email action if no templates exist.",[1381,1546,1547,1550,1556],{},[1399,1548,1549],{},"Custom emails",[1399,1551,1552,1553],{},"Yes when action is ",[807,1554,1555],{},"Send email to list",[1399,1557,1558],{},"At least one email; entered as chips.",[1381,1560,1561,1564,1567],{},[1399,1562,1563],{},"Account recipients",[1399,1565,1566],{},"Yes for the two organization-account actions",[1399,1568,1569],{},"At least one organization account; entered as chips.",[1381,1571,1572,1575,1579],{},[1399,1573,1574],{},"Recipient groups",[1399,1576,1552,1577],{},[807,1578,1058],{},[1399,1580,1581,1582,1585],{},"At least one ",[849,1583,1584],{"href":481},"permission group","; entered as chips. Members are read when the workflow runs.",[1381,1587,1588,1591,1594],{},[1399,1589,1590],{},"Notification title",[1399,1592,1593],{},"Yes for both push actions",[1399,1595,1596],{},"Supports booking template variables.",[1381,1598,1599,1602,1604],{},[1399,1600,1601],{},"Notification body",[1399,1603,1503],{},[1399,1605,1606],{},"Optional, for both push actions; supports template variables; saved empty if left blank.",[1381,1608,1609,1612,1614],{},[1399,1610,1611],{},"Tap action",[1399,1613,1593],{},[1399,1615,1616,1619,1620,1531,1623,766],{},[807,1617,1618],{},"Open booking #ID"," (default), ",[807,1621,1622],{},"Open client #ID",[807,1624,1625],{},"Open booking list",[1381,1627,1628,1631,1635],{},[1399,1629,1630],{},"Change status to",[1399,1632,1552,1633],{},[807,1634,1020],{},[1399,1636,1637],{},"One of your booking statuses.",[1381,1639,1640,1643,1647],{},[1399,1641,1642],{},"Provider",[1399,1644,1552,1645],{},[807,1646,1068],{},[1399,1648,1649,1650,851],{},"A messaging provider your organization has actively connected on the ",[849,1651,535],{"href":536},[1381,1653,1654,1657,1661],{},[1399,1655,1656],{},"Channel",[1399,1658,1552,1659],{},[807,1660,1068],{},[1399,1662,1663,1222,1666,1222,1669,1531,1671,1673],{},[807,1664,1665],{},"SMS",[807,1667,1668],{},"Viber",[807,1670,1075],{},[807,1672,1072],{}," — limited to what the chosen provider supports.",[1381,1675,1676,1679,1683],{},[1399,1677,1678],{},"Message template",[1399,1680,1552,1681],{},[807,1682,1068],{},[1399,1684,1685,1686,1689],{},"Picked from the ",[849,1687,1688],{"href":408},"message templates"," compatible with the selected channel. Cannot save without one.",[1381,1691,1692,1694,1696],{},[1399,1693,1135],{},[1399,1695,1403],{},[1399,1697,1698],{},"Toggle. Defaults to on for new workflows.",[753,1700,1701,1702,766],{},"Switching the trigger type clears any fields that don't apply to the new type, so you can't accidentally save a status when the trigger is now ",[807,1703,1003],{},[782,1705,1707],{"id":1706},"how-this-page-connects-to-the-rest-of-requiply","How this page connects to the rest of Requiply",[1375,1709,1710,1720],{},[1378,1711,1712],{},[1381,1713,1714,1717],{},[1384,1715,1716],{},"Feature",[1384,1718,1719],{},"How Workflows affects it",[1394,1721,1722,1731,1749,1760,1769,1784,1806,1820,1831,1841,1850,1860,1872],{},[1381,1723,1724,1728],{},[1399,1725,1726],{},[757,1727,576],{},[1399,1729,1730],{},"Every workflow runs against booking events — status changes, payment changes, creation, or time-relative reminders.",[1381,1732,1733,1737],{},[1399,1734,1735],{},[757,1736,582],{},[1399,1738,1739,1741,1742,1745,1746,1748],{},[807,1740,1419],{}," triggers, ",[807,1743,1744],{},"Booking status"," filters, and the ",[807,1747,1020],{}," action reference the statuses configured in your organization. Renaming a status updates the labels shown.",[1381,1750,1751,1755],{},[1399,1752,1753],{},[757,1754,819],{},[1399,1756,1757,1759],{},[807,1758,999],{}," triggers fire when a booking's payment moves into the chosen state.",[1381,1761,1762,1766],{},[1399,1763,1764],{},[757,1765,395],{},[1399,1767,1768],{},"The three email actions each send a template you've already designed. If templates are missing, you cannot save an email workflow.",[1381,1770,1771,1775],{},[1399,1772,1773],{},[757,1774,210],{},[1399,1776,1777,1780,1781,766],{},[807,1778,1779],{},"Send email"," delivers to the booking's client automatically, and client fields (name, email, phone, pricing discount, Telegram connected) are available as filters. Client message attempts are logged on the client's ",[849,1782,1783],{"href":221},"details page",[1381,1785,1786,1796],{},[1399,1787,1788,1791,1792],{},[757,1789,1790],{},"Organization accounts"," and ",[849,1793,1794],{"href":481},[757,1795,875],{},[1399,1797,1798,1791,1800,1802,1803,1805],{},[807,1799,1043],{},[807,1801,1052],{}," deliver to the team members you pick. ",[807,1804,1058],{}," delivers to everyone in the chosen groups when the workflow runs.",[1381,1807,1808,1812],{},[1399,1809,1810],{},[757,1811,842],{},[1399,1813,1814,1816,1817,1819],{},[807,1815,1068],{}," delivers through the provider connected on the ",[849,1818,535],{"href":536}," page. Without a connected provider, the action is unavailable.",[1381,1821,1822,1828],{},[1399,1823,1824],{},[849,1825,1826],{"href":408},[757,1827,406],{},[1399,1829,1830],{},"Supplies the body, attachments, and buttons of the client message action. A template that a workflow uses cannot be deleted until the workflow is repointed.",[1381,1832,1833,1838],{},[1399,1834,1835],{},[757,1836,1837],{},"Mobile app",[1399,1839,1840],{},"Push notifications reach accounts that have the Requiply app installed; others are skipped.",[1381,1842,1843,1847],{},[1399,1844,1845],{},[757,1846,566],{},[1399,1848,1849],{},"A client's pricing discount can be used as a filter (for example, \"VIP clients only\").",[1381,1851,1852,1857],{},[1399,1853,1854],{},[757,1855,1856],{},"Custom fields",[1399,1858,1859],{},"Any Booking-level or Client-level custom field you've configured becomes available as a filter.",[1381,1861,1862,1867],{},[1399,1863,1864],{},[757,1865,1866],{},"External recipients",[1399,1868,1869,1871],{},[807,1870,1555],{}," delivers to a fixed list of addresses you maintain on the workflow itself.",[1381,1873,1874,1879],{},[1399,1875,1876],{},[757,1877,1878],{},"Email template editor",[1399,1880,1881],{},"The \"no templates yet\" panel links into the email template add screen and brings you back to the workflow form afterward.",[782,1883,1885],{"id":1884},"tips-and-cautions","Tips and cautions",[1887,1888,1889,1892],"tip",{},[757,1890,1891],{},"Tip:"," Build your email templates first. The email actions will not let you save without picking a template, and the inline shortcut to create one returns you to the workflow you were building.",[1361,1894,1895,1897,1898,810,1901,1904],{},[757,1896,1891],{}," For relative-time reminders, double-check whether the offset should be ",[807,1899,1900],{},"before",[807,1902,1903],{},"after"," — a \"1 day before booking start\" reminder and a \"1 day after booking end\" follow-up are very different messages.",[768,1906,1907,1910,1911,1914,1915,1918,1919,1914,1922,1925,1926,1928],{},[757,1908,1909],{},"Heads up:"," AND vs OR is easy to get wrong. Conditions in the ",[757,1912,1913],{},"same group"," are combined with ",[757,1916,1917],{},"OR","; ",[757,1920,1921],{},"separate groups",[757,1923,1924],{},"AND",". Read the ",[757,1927,1213],{}," preview before saving so the workflow runs on exactly the bookings you expect.",[768,1930,1931,1933],{},[757,1932,1909],{}," Empty filters mean the workflow always runs. Removing all conditions makes it fire on every matching trigger again — handy when you want it, surprising when you don't.",[768,1935,1936,1938],{},[757,1937,1909],{}," Filters fail closed. If a workflow's filter data can't be loaded for a booking, the workflow does not run for that booking.",[768,1940,1941,1943,1944,1947],{},[757,1942,1909],{}," Push notifications need the app. Accounts without the Requiply mobile app installed are silently skipped, by both push actions. For a group push, check the line ",[807,1945,1946],{},"Currently in these groups"," before saving: a group with no accounts sends nothing.",[768,1949,1950,1189,1952,1954,1955,1957],{},[757,1951,1909],{},[807,1953,1020],{}," ignores your allowed transitions. Without a filter on ",[807,1956,1744],{},", it can move a cancelled or completed booking too. Always add a filter that limits it to the statuses it should change.",[768,1959,1960,1962],{},[757,1961,1909],{}," Deleting a workflow from the edit screen is immediate and permanent. If you only want to stop it temporarily, switch it off from its card instead.",[768,1964,1965,1967,1968,1970],{},[757,1966,1909],{}," Changing the trigger type on an existing workflow clears the fields that no longer apply (for example, switching away from ",[807,1969,1419],{}," removes the selected status). Make sure the new trigger is fully filled in before saving.",[768,1972,1973,1189,1975,1977,1978,1980,1981,1983],{},[757,1974,1909],{},[807,1976,1779],{}," always goes to the booking's client, and is skipped if the booking has no client. To reach someone who isn't on the booking, use ",[807,1979,1555],{}," (typed addresses) or ",[807,1982,1043],{}," (your team) instead.",[768,1985,1986,1189,1988,1990,1991,1993,1994,1996,1997,2000],{},[757,1987,1909],{},[807,1989,1068],{}," needs a connected provider on the ",[849,1992,535],{"href":536}," page, a compatible ",[849,1995,859],{"href":408},", and a reachable client — a phone number for SMS\u002FViber, or a connected Telegram chat for Telegram. Bookings without a client are skipped; everything else is attempted and logged on the client's ",[757,1998,1999],{},"Messaging"," card with the failure reason.",[1361,2002,2003,2006,2007,2009,2010,2013,2014,766],{},[757,2004,2005],{},"Telegram messages show up in Conversations."," With the ",[849,2008,250],{"href":251}," on, every Telegram message this action sends is also copied into the client's Telegram conversation, signed ",[757,2011,2012],{},"Workflow message"," with the workflow's name on hover. Your team sees what the bot sent without opening the client page. See ",[849,2015,2017],{"href":2016},"\u002Fen\u002Fguides\u002Fconversations\u002Finbox#workflow-messages-in-the-thread","Workflow messages in the thread",[768,2019,2020,2022],{},[757,2021,1909],{}," Relative-time workflows do not fire retroactively. If a booking is created (or updated to match the trigger) after the configured offset has already passed — for example, a \"1 day before booking start\" workflow on a booking that starts in 2 hours — the workflow is skipped for that booking rather than firing immediately.",[768,2024,2025,2027],{},[757,2026,1909],{}," Workflow runs are not surfaced to clients, and there is no client-facing log or retry view for failed sends. If a workflow email doesn't arrive, the client has no way to see that it was attempted — plan your communication so a missed automated email isn't the only signal a client gets.",{"title":2029,"searchDepth":2030,"depth":2030,"links":2031},"",2,[2032,2033,2034,2039,2040,2041,2042,2043,2044,2045,2046],{"id":784,"depth":2030,"text":785},{"id":888,"depth":2030,"text":889},{"id":913,"depth":2030,"text":914,"children":2035},[2036,2038],{"id":970,"depth":2037,"text":971},3,{"id":1099,"depth":2037,"text":1100},{"id":1139,"depth":2030,"text":1140},{"id":1162,"depth":2030,"text":1163},{"id":1236,"depth":2030,"text":1237},{"id":1305,"depth":2030,"text":1306},{"id":1351,"depth":2030,"text":1352},{"id":1372,"depth":2030,"text":1373},{"id":1706,"depth":2030,"text":1707},{"id":1884,"depth":2030,"text":1885},"Automate what happens when a rental changes: send an email or message, notify staff, or update a booking automatically when a trigger and its conditions match. Turn a workflow on or off right from its card.","md",null,{"gitbook":2051,"aliases":2055},{"source":2052,"icon":2053,"url":2054},"settings\u002Fworkflows.md","diagram-project","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsettings\u002Fworkflows",[2056],"\u002Fknowledge\u002Fsettings\u002Fworkflows",{"title":48,"icon":369},{"title":374,"description":2047},"luaMXit5VB9wrRzt8R9yVnuvgvUcnVTOw1iSk02UjQ0",[2061,2063],{"title":364,"path":365,"stem":366,"description":2062,"icon":340,"children":-1},"Connect your own domain, such as book.yourcompany.com, so customers open your client portal at your own address. One CNAME record, with steps for Cloudflare, GoDaddy, Хостинг Україна (adm.tools), Hostinger, Wix, Domeneshop, one.com and other DNS hosts.",{"title":380,"path":381,"stem":382,"description":2064,"icon":383,"children":-1},"The four events that start a workflow, and the optional conditions that decide whether it runs for a booking: AND of OR groups, the fields you can filter on, and the operators for each field type.",1792585921812]