Set it once, it follows up forever.
These guides cover the basics of automations, templates and building with AI, finding and tidying your automations, triggers, actions and message variables, filters and branches, the safeguards that protect your customers, testing and run history, ready-made recipes, review requests, and sending leads in from other apps.
Getting started
Automation basics
Create workflows that run by themselves when something happens in your shop: a trigger, then the steps that follow.
02Automation templates and building with AI
Start from a ready-made template, or describe what you want and let Wrapstart AI build the automation for you to check.
03Find, sort and delete automations
Search and filter your automations, see how often each runs, switch them on and off, and delete several at once.
Building automations
Automation triggers
Every event that can start an automation, grouped the way the trigger picker shows them, and the settings each one has.
05Automation actions and message variables
Everything an automation can do, grouped the way the action picker shows it, how to wait between steps, and the variables you can put in messages.
06Filters and If / Then / Else
Make an automation stop, or take a different path, depending on the customer, the job, the lead or whether they have replied or paid.
07Automation safeguards and consent
What stops automations from messaging people they shouldn't: pausing when you're mid-conversation, opt-outs, unsubscribes, blocked contacts and imports.
08Test an automation and read its history
Run an automation on a real record with the messages sent to you instead, and see every past run and why it stopped.
Recipes and connections
Recipes: speed to lead, missed calls, quote follow-up and win-back
Step-by-step automations for replying to new leads fast, texting back missed calls, chasing quotes and invoices, and bringing customers back.
10Automate review requests
Ask customers for a Google review automatically after their job, or send requests yourself from the Review Requests page.
11Send leads in from other apps
Give another app or Zapier a webhook URL so its leads land in Wrapstart and start your New Lead automations, and manage API keys.
12Setting up an automation with Wrapstart AI
Click through a real build: automated text reminders after a quote, set up step by step and then by describing it to Wrapstart AI.