Workflow automation
Multi-step automations that fire when something happens — follow-ups, confirmations, re-engagement sequences — running in the background without anyone triggering them manually.
Tasks that depend on someone remembering will eventually get missed.
Service businesses run on follow-up. Quotes that need chasing. Leads that need nurturing. Appointments that need confirming. Reviews that need requesting. When these are items on a to-do list, they get delayed, deprioritised, or dropped altogether when things get busy.
EveryCatch workflows fire automatically when a trigger condition is met. A lead reaches a pipeline stage — a follow-up SMS goes out. A job is marked complete — an invoice and a review request fire. A prospect goes quiet for five days — a re-engagement sequence kicks off. The work happens whether or not anyone is at their desk.
Workflows are built visually in the platform and can branch on conditions — different paths for different contact types, different responses, or different points in the customer journey. If a scenario can be mapped on a whiteboard, it can be built here.
Build once. Runs in the background from that point on.
Trigger event fires
A pipeline stage change, form submission, tag applied, time elapsed, payment received, or any other defined event starts the workflow. No manual activation required.
Conditions are evaluated
The workflow checks whether specified conditions are met — contact type, tags, previous actions, custom field values — and routes the contact down the appropriate path.
Actions execute in sequence
Messages send. Pipeline stages move. Tags update. Tasks create. Notifications fire. Each action runs at the right time — immediately, after a delay, or at a scheduled time of day.
Branches handle different outcomes
When a contact replies, clicks, books, or meets any other condition, the workflow branches accordingly — so the follow-up stays relevant rather than continuing regardless of what happened.
What's included
Build, view, and edit automations in a drag-and-drop canvas — no code required.
Pipeline stage, form submission, tag, date, payment, inbound message, appointment status, and more.
Different paths for different scenarios — responses, contact types, field values, or previous workflow outcomes.
Actions can fire immediately, after a set delay, or at a specific time of day — useful for avoiding out-of-hours messages.
Send SMS, email, WhatsApp, or voice messages. Move pipeline stages. Apply tags. Create tasks. All from within the same workflow.
Workflows can notify a team member or pause AI messaging when a human needs to step in.
Build once. Runs forever.
Book a discovery call and we'll map out which automations would have the biggest impact on your business — and show you how they're built.
Book a free discovery call 30 to 45 minutes. No obligation.Stop losing leads tonight.
EveryCatch responds to every new enquiry in under 60 seconds, around the clock, without anyone on your team having to lift a finger.
AI-powered lead engagement built for UK service businesses. Every lead. Every time.
