GigStackSep 29, 2026
Smart Workflow Automations: Set It and Forget It
Create automated workflows that trigger on events like new leads, paid invoices, or signed contracts. Set it up once and let it run.
Automate Your Business Operations
Smart Automations let you create "when this happens, do that" workflows that run automatically. Spend less time on repetitive tasks and more time on what matters.
How Automations Work
Triggers start your workflow:
- New lead submitted
- Lead status changes
- Invoice gets paid
- Contract gets signed
- Booking confirmed
Actions happen automatically:
- Send an email
- Create a task
- Update a field
- Trigger a webhook (for n8n, Zapier, etc.)
Example Workflows
New Lead → Welcome Email When someone submits an inquiry, automatically send a personalized welcome email with your services and availability.
Contract Signed → Create Onboarding Tasks When a client signs their contract, automatically create a checklist of onboarding tasks in your task manager.
Invoice Paid → Thank You Email When payment is received, send a thank you email and request a review.
Lead Status → Follow-up Reminder When a lead moves to "Follow Up" status, schedule an email reminder for 3 days later.
Getting Started
- Go to Dashboard → Workflows
- Click Create Workflow
- Choose your trigger event
- Add one or more actions
- Activate and let it run!
Monitor your workflow runs in the History tab to see what's firing and catch any issues.
Work smarter, not harder.
Originally published on GigStack by Tim Velzy.