Flows & Automations
Set it once. Run it forever.
Build automations that send follow-up texts, create invoices, and move jobs through your pipeline — all without lifting a finger. Kanvo Flows run in the background while you work.
⚡ Post-Job Follow-Up
Trigger: Job marked Finished
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Wait 2 hours
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Send SMS: "Your job is complete!"
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Wait 1 day
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Send review request link
Common Flows
Ready-to-use automation templates
Estimate follow-up
Auto-text a client 24 hours after sending an estimate if it hasn't been approved yet.
Review request
After a job is marked finished, automatically send a review link 2 hours later.
Invoice reminder
Text overdue invoice reminders at 3 days and 7 days past the due date.
Appointment reminder
Send the client a reminder SMS 24 hours and 1 hour before their scheduled job.
New client welcome
When a new client is created, send a branded welcome message automatically.
Recurring job creation
Auto-create a new job on a schedule for service agreement clients.
Triggers & Actions
Build any workflow without code
Flows are built from triggers and actions connected with delays and conditions to handle any scenario your business faces.
- 8 action types: SMS, email, task, invoice, status change, and more
- Delay steps: wait hours, days, or until a specific time
- Visual builder — see the full flow at a glance
- Enable/disable flows instantly without deleting them
Available Triggers
Job
Job status changed
e.g., Finished, Scheduled
Estimate
Estimate approved or sent
Client approves or receives
Invoice
Invoice created or overdue
On creation or past due date
Client
New client created
Any new record created
Form
Booking form submitted
New online booking received
Automate the work, not the relationships
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