Simple Workflows

here are 10 examples of flow combinations using the triggers and actions in sanoflow 1\ lead qualification flow trigger conversation opened (via whatsapp) flow send message "hi! thanks for reaching out can we ask you a few questions to better assist you?" question ask for the client’s service of interest (e g , multiple choice question "product inquiry", "service support", "other") branch if "product inquiry," run a flow for product details if "service support," create an enquiry if "other," transfer to a live agent using assign to create enquiry automatically create a record in the sales pipeline with the client's information 2\ appointment booking with reminder trigger customer clicks a “book now” button on a website flow send message "thanks for booking! let us know your preferred date and time " question capture the client’s preferred appointment slot add task assign the task to a team member to confirm the booking wait 24 hours before the appointment send notification notify the team about the upcoming appointment send template send the client a reminder message 2 hours before the appointment 3\ customer feedback collection trigger conversation closed (via any channel) flow wait pause for 1 hour after the conversation ends send message "we’d love your feedback! how was your experience with us?" question ask for a rating (e g , 1 5 stars) branch if rating is 4–5, trigger run flow for a testimonial request if rating is 1–3, create an enquiry for follow up support add comment append client feedback to the conversation for internal records 4\ order confirmation and delivery tracking trigger order placed through ecommerce integration flow send template send a message confirming the order details (e g , order number, total amount) update contact field save the order details to the client’s profile wait pause for 48 hours send template send a message with a tracking link once the order is shipped branch if the client responds with "where is my package?" or similar, redirect to run flow for a shipping enquiry 5\ upselling after purchase trigger purchase completed (via integration or conversation tag) flow wait pause for 7 days after purchase send template recommend complementary products or services question "would you like to learn more about \[product]?" (yes/no response) branch if "yes," run flow to start a detailed product showcase if "no," close conversation 6\ abandoned cart recovery trigger abandoned cart detected in ecommerce integration flow send template remind the client of the items in their cart and include a payment link wait pause for 2 days branch if no response, send payment link again with a limited time discount if payment is completed, run flow to confirm the order and trigger post purchase messages 7\ support ticket escalation trigger message tagged with “urgent” by a live agent flow add comment note the reason for escalation assign to route the ticket to a senior support agent send notification notify the assigned agent of the high priority ticket create enquiry log the ticket in the support pipeline wait check in 1 hour if the enquiry is still unresolved, then escalate further if necessary 8\ after hours inquiry handling trigger message received outside office hours flow office hours check determine if the message is received outside of business hours inside office hours assign to a live agent immediately outside office hours send message "our team is currently unavailable we’ll get back to you as soon as possible " create enquiry log the client’s inquiry for follow up the next business day 9\ payment collection flow trigger message received with “invoice” or “payment” keywords flow send template share an invoice summary and payment options send payment link provide a link to clickpay or stripe for payment wait pause for 24 hours branch if payment is completed, run flow to confirm receipt and thank the client if payment is not completed, send template "we noticed your payment is still pending here’s the link again " 10\ event registration and reminder trigger customer responds to an event invitation flow send message confirm event registration with a personalized thank you message update contact field save the event details to the client’s profile wait pause until 1 day before the event send template send a reminder message with event details and location branch if the client replies “i can’t make it,” run flow to suggest rescheduling or alternate events