Enquiry Added

this document provides a comprehensive guide to one of the seven sources used within the flow builder, detailing their functionality, configuration options, and potential applications each source is paired with practical use cases, best practices, and frequently asked questions to enhance your understanding and enable efficient implementation the sources form the backbone of automated workflows, allowing for dynamic triggers and streamlined processes in communication and enquiry management flow type 6 enquiry added description triggered when a new enquiry is added to the system trigger conditions pipeline specify the pipeline where the enquiry is added source define the source of the enquiry (e g , website, whatsapp) practical use cases auto acknowledgement send a confirmation message to the user assign specialist automatically assign the enquiry to a specialist based on the service type follow up workflow trigger a workflow to schedule follow up actions best practices ensure all new enquiries are acknowledged promptly use tags and fields to categorize enquiries for better tracking integrate with crm to maintain a unified customer database faqs can i trigger different workflows for different enquiry types? yes, use conditional logic based on the enquiry’s category, source, or tags to trigger different workflows what happens if the same contact submits multiple enquiries? each enquiry is treated independently and can trigger its own workflow, allowing for separate follow up and tracking can i auto assign enquiries to teams instead of individuals? yes you can assign based on service type, or other fields using routing logic in your flow is it possible to delay the trigger? yes, you can add “wait action” after the trigger before executing specific steps like sending a message or assigning how can i avoid duplicate responses if multiple enquiries are created? use tag or field checks to ensure that the user has not already received a similar notification recently can i add internal notes when an enquiry is created? yes, you can include actions within the workflow to log internal comments or notes into the enquiry details can i track the enquiry’s movement through the pipeline? while this trigger activates on creation, you can use other triggers or report module to track progression across pipeline stages how do i identify enquiries from recurring users? use the contact’s history or check against existing tags or custom fields to determine if they’ve submitted previous enquiries can i stop the trigger if the enquiry matches certain filters? yes, include conditional logic at the start of the workflow to halt execution based on specific criteria like tags or field values does it work with whatsapp templates? yes you can automatically send a pre approved whatsapp template when a new enquiry is created