---
title: "Workflow recipes"
description: "Ready-made workflows for common jobs: confirmation emails, reminders before pickup, messages over SMS, Viber, or Telegram, staff alerts, confirming paid bookings, and targeting with filters."
canonical_url: "https://requiply.com/docs/en/guides/automations/workflows/recipes"
---
# Workflow recipes

> Ready-made workflows for common jobs: confirmation emails, reminders before pickup, messages over SMS, Viber, or Telegram, staff alerts, confirming paid bookings, and targeting with filters.

Each recipe below is a complete [workflow](https://requiply.com/docs/en/guides/automations/workflows): a trigger, optional filters, and an action. Build it under **Settings → Workflows** with **Create workflow**.

## Confirming new bookings automatically

Create a workflow with trigger *Status reached → Confirmed*, action *Send email*, and pick your confirmation template. From now on, every booking that reaches *Confirmed* sends the client a confirmation message.

## Reminding clients before their appointment

Use trigger *Relative time reached*, relative to *Booking start time*, direction *Before*, offset *1 day*. Pair it with a friendly reminder template. Requiply will send the reminder for every future booking without further work.

## Messaging a client a reminder over SMS, Viber, or Telegram

First connect a provider on the [Communications](https://requiply.com/docs/en/guides/settings/integrations/communications) page and write a [message template](https://requiply.com/docs/en/guides/automations/message-templates) with the client name and booking time. Then use trigger *Relative time reached*, relative to *Booking start time*, direction *Before*, offset *1 day*, with action *Send message to client*, the channel your provider supports, and that template. Clients are reminded on their phones automatically. (Use *Booking created* instead for an instant confirmation, or *Payment status reached* for a payment follow-up with a payment link.)

## Sending Telegram only to clients who can receive it

Add a filter on *Client · Telegram connected — Yes* to a Telegram workflow so it skips clients who never opened your bot. Pair it with a second workflow filtered on *No* that reaches the same clients over SMS, and everyone gets the notification on whatever channel they actually have.

## Notifying the assigned manager, not the client

Use action *Send email to organization accounts* (or *Send push notification to organization accounts*) and pick the team members who should be alerted. Because these go to real Requiply accounts, they're better than a typed list when you want the message to reach specific people on your team, for example to ping the manager when a booking is confirmed. To alert a whole team instead of named people, use the group action below.

## Alerting the warehouse before a pickup

Use trigger *Relative time reached*, relative to *Booking start time*, direction *Before*, offset *2 hours*, and action *Send push notification to account groups* with the *Warehouse* group. Write a title such as *Pickup #{{bookingId}} in 2 hours* and set the tap action to *Open booking #ID*. Everyone in the group at that moment gets the push and lands on the booking with one tap, including people who joined the group after you built the workflow.

## Confirming a booking once it is paid

Use trigger *Payment status reached → Completed*, add a filter *Booking status is New*, and action *Change booking status* to *Confirmed*. Paid bookings move to *Confirmed* on their own, and any *Status reached → Confirmed* workflow, such as your confirmation email, runs right after.

## Only confirming high-value bookings

Use trigger *Status reached → Confirmed*, then add a filter *Total cost — greater than — 500*. The confirmation only fires for bookings above that amount.

## Targeting VIP clients or a single location

Add a filter on a client's *Pricing discount — is any of — …* to reach only your VIP tier, or filter on a Booking custom field (such as a location) to limit a workflow to one site.

## Combining AND and OR conditions

For "weekend bookings **or** anything over $300", put two conditions in the **same group** (OR). For "weekend bookings **and** over $300", put each condition in its **own group** (AND). Always read the **"Only when"** preview before saving to confirm the logic.

## Chasing failed payments

Use trigger *Payment status reached → Failed* (or your equivalent), action *Send email* to the client, and a template that explains how to retry payment.

## Pausing a workflow without losing it

Turn off the switch in the workflow's card on the Workflows page (or the **Enabled** switch inside the workflow). The card fades and shows **Disabled**, and the workflow keeps its full configuration but stops firing until you turn it back on. Better than deleting if you only want a temporary pause, for example a review request during a holiday closure.


## Sitemap

See the full [sitemap](https://requiply.com/docs/sitemap.md) for all pages.