Automation Catalog

Captures customer leads from a website form, automatically creates a deal in Pipedrive CRM, and sends an instant notification to the business owner. No manual data entry required — leads are captured in seconds.

When a customer books a job, it's automatically added to the owner's Google Calendar, an invoice is created in Pipedrive, and the customer gets an SMS confirmation. Eliminates manual scheduling and billing work.

Sends the invoice with a Stripe payment link, automatically reminds the customer after 7 days if unpaid, and marks the deal PAID in Pipedrive the instant payment lands. No more chasing payments manually.

Note: Stripe transaction fees (2.9% + $0.30) are paid directly to Stripe by the customer.

Captures high-intent leads the second they submit a form. Instead of sitting in an unread inbox while you're on a job site, the lead pings your phone via Telegram with an AI-drafted response ready to send in one tap — so you respond before they call another plumber.

A digital safety net for owners who can't answer the phone on a roof or under a sink. When a call hits voicemail, the system waits a natural 60 seconds, then texts the caller back to keep them engaged — stopping them from calling your competitors.

Grows your local SEO by requesting reviews when satisfaction is highest. Exactly 24 hours after an invoice is marked paid, the customer gets a friendly text with a direct one-click link to your Google Business Profile — and you climb the Maps rankings.

A retention engine that proves your value every month. On the 1st, the system pulls each client's GA4 traffic, compares it to the previous month, has AI write a zero-jargon executive summary, and delivers it straight to their inbox.