---
title: Simple Workflows
slug: simple-workflows
docTags: 
createdAt: 2024-12-23T07:55:18.155Z
---

Here are **10 examples of flow combinations** using the triggers and actions in Sanoflow:

## 1. Lead Qualification Flow

- **Trigger**: *Conversation Opened* (via WhatsApp).
- **Flow**:
  1. **Send Message**: "Hi! Thanks for reaching out. Can we ask you a few questions to better assist you?"
  2. **Question**: Ask for the client’s service of interest (e.g., multiple-choice question: "Product Inquiry", "Service Support", "Other").
  3. **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**.
  4. **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**:
  1. **Send Message**: "Thanks for booking! Let us know your preferred date and time."
  2. **Question**: Capture the client’s preferred appointment slot.
  3. **Add Task**: Assign the task to a team member to confirm the booking.
  4. **Wait**: 24 hours before the appointment.
  5. **Send Notification**: Notify the team about the upcoming appointment.
  6. **Send Template**: Send the client a reminder message 2 hours before the appointment.

## 3. Customer Feedback Collection

- **Trigger**: *Conversation Closed* (via any channel).
- **Flow**:
  1. **Wait**: Pause for 1 hour after the conversation ends.
  2. **Send Message**: "We’d love your feedback! How was your experience with us?"
  3. **Question**: Ask for a rating (e.g., 1-5 stars).
  4. **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.
  5. **Add Comment**: Append client feedback to the conversation for internal records.

## 4. Order Confirmation and Delivery Tracking

- **Trigger**: *Order placed through eCommerce integration*.
- **Flow**:
  1. **Send Template**: Send a message confirming the order details (e.g., order number, total amount).
  2. **Update Contact Field**: Save the order details to the client’s profile.
  3. **Wait**: Pause for 48 hours.
  4. **Send Template**: Send a message with a tracking link once the order is shipped.
  5. **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**:
  1. **Wait**: Pause for 7 days after purchase.
  2. **Send Template**: Recommend complementary products or services.
  3. **Question**: "Would you like to learn more about \[Product]?" (yes/no response).
  4. **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**:
  1. **Send Template**: Remind the client of the items in their cart and include a payment link.
  2. **Wait**: Pause for 2 days.
  3. **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**:
  1. **Add Comment**: Note the reason for escalation.
  2. **Assign To**: Route the ticket to a senior support agent.
  3. **Send Notification**: Notify the assigned agent of the high-priority ticket.
  4. **Create Enquiry**: Log the ticket in the support pipeline.
  5. **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**:
  1. **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**:
       1. **Send Message**: "Our team is currently unavailable. We’ll get back to you as soon as possible."
       2. **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**:
  1. **Send Template**: Share an invoice summary and payment options.
  2. **Send Payment Link**: Provide a link to ClickPay or Stripe for payment.
  3. **Wait**: Pause for 24 hours.
  4. **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**:
  1. **Send Message**: Confirm event registration with a personalized thank-you message.
  2. **Update Contact Field**: Save the event details to the client’s profile.
  3. **Wait**: Pause until 1 day before the event.
  4. **Send Template**: Send a reminder message with event details and location.
  5. **Branch**:
     - If the client replies “I can’t make it,” **Run Flow** to suggest rescheduling or alternate events.