Sales and quotes
Create follow-up for issued quotes that remain unanswered
Four days after a quote is validated, checks its current status in Filmo. Only if it is still awaiting a reply, creates a task and notifies sales on Slack.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Sales and quotes |
| Starts with | Quote changes status |
| Integrations used | Slack |
| Steps | 7 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Condition | Only if the quote has just been sent | |
| 2 | Adjust date | Calculate the follow-up day | › then |
| 3 | Wait until | Wait four days | › then |
| 4 | Find quote | Check whether it is still awaiting a reply | › then |
| 5 | Condition | Only if it is still pending | › then |
| 6 | Create task | Create the follow-up | › › then |
| 7 | Post a message | Notify sales | › › then |
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