Operational triggers
React to CRM, conversation, estimate, booking, job, payment, and customer events.
Workflow Automations
The next step happens without the team chasing every trigger.
Build clear workflows across leads, estimates, deposits, appointments, jobs, reviews, and customer follow-up—with approvals where judgment matters.
Book a demo See your workflow, not a canned tour
OperationsLive workspace
Overview
Operations
Customers
Automations
Reports
Live workflow
Estimate follow-up · PPF
Steps completed
112
Active · 38 runs this month
Focused: Estimate viewed · no reply
Interactive product representation using illustrative example data.
The operational problem
Routine follow-up fails when it depends on someone remembering.
Generic automation tools lack the customer, vehicle, quote, payment, and schedule context required to act safely.
Shop-specific triggers and actions
Stop conditions and approvals
Visible run history
How it works
One connected workflow, from signal to completed work.
- 01
Choose the trigger
Start from a real event such as a new lead, viewed estimate, paid deposit, upcoming appointment, completed job, or review.
- 02
Define the logic
Add timing, conditions, branches, approvals, owners, and stop rules.
- 03
Inspect every run
See what happened, why it happened, what was skipped, and what needs a person.
What it can do
The feature-specific tools behind the outcome.
Conditions and branches
Use the actual service, stage, status, source, or timing before acting.
Approval steps
Pause sensitive or consequential work for deliberate review.
Run history
Trace actions, outcomes, failures, and human interventions.
Follow-up without spam
A viewed PPF estimate gets one relevant nudge, then stops at the right moment.
After 24 hours with no reply, ShopWrk sends the approved follow-up with the vehicle and estimate context. A response or deposit ends the workflow immediately.
Trigger reflects customer state
Message uses approved context
Stop rules prevent over-messaging
The measurable operating outcome
Reliable workflows with the shop record built in.
Trigger from real events, branch on meaningful state, require approval for sensitive actions, and preserve every run in context.
Shop-specific triggers and actions
Stop conditions and approvals
Visible run history
Connected ShopWrk
Keep exploring the workflow around this page.
Each page connects to the customer, vehicle, conversation, work, and money already in ShopWrk.
Frequently asked questions
Questions about Workflow Automations.
What can trigger an automation?
Workflows can begin from supported lead, conversation, estimate, booking, job, payment, review, and customer events.
Can an automation wait for approval?
Yes. Sensitive steps can pause for an authorized person before continuing.
Can I see what an automation did?
Each run can retain its trigger, conditions, actions, skipped steps, outcome, and errors.
See Workflow Automations in your workflow
Bring the whole shop into one operating system.
We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.
Book a demo Built around your real shop workflow