Create an automation
- Open Automations from the main menu.
- Click New Automation, then pick one:
- Start from scratch: build it step by step, or describe it in plain words under Create with Wrapstart AI and let AI build it, for example "Text new form leads a thank-you and assign them to Sarah".
- Start from a template: pick a proven workflow and adjust it for the shop.
- Choose the Trigger, the event that starts it.
- Add Actions (and conditions if needed) in the order they should run.
- Click Save, then Activate. The button turns to Active when it's live.
Open any automation and use Manual Test Run to try it before customers see it. Execution History shows every run and what happened.
Triggers agencies use most
| Trigger | Starts when |
|---|---|
| Lead Form Submitted | Someone sends one of the shop's lead forms. Ignores calls, walk-ins and leads typed in by hand. |
| New Lead Created | Any new lead arrives, from any source. |
| Lead Status Changed | A lead moves stage, for example New to Qualified. |
| Lead Assigned | A lead is given to a team member. |
| Lead Moved to Board | A lead moves to another lead board. |
| No Activity For X Days | A lead or customer has gone quiet. Good for win-back messages. |
| Missed Call | A call goes unanswered, for a "sorry we missed you" text. |
| Call Transcribed | A call has been transcribed and the caller's details pulled out. |
| Deposit Paid | A customer pays a deposit online. |
Actions agencies use most
- Send SMS and Send Email: reply in the shop's name. Use the lead's first name and other details in the message.
- Wait / Delay: space out a follow-up sequence, for example a text now, an email tomorrow, a check-in after 3 days.
- Assign Lead to Team Member: route leads to the right salesperson.
- Update Lead Status and Move Lead to Board: keep the pipeline tidy.
- Add Tag: label leads by campaign or offer.
- Send Internal Notification: alert the team when a hot lead lands.
- Assign Lead Agent and AI Lead Journey: hand the conversation to Wrapstart's AI to reply, answer questions and push for a booking.
- Condition Check and Filter: only continue for leads that match, for example a certain service or source.
Safeguards
Every automation has Safeguards to stop it pestering customers:
- Pause on manual conversation holds automated texts and emails while the customer is talking with the shop. Booking and payment notices still go out.
- Prevent overlapping automations stops two automations messaging the same person at once.
- Min hours between messages sets the gap between automated messages to one person.
Marketing automations only text leads who agreed to receive texts, and nobody who replied STOP is ever texted. See Text message consent.
Split leads into boards
Shops that sell different things (for example car wraps and commercial signage) can split the Leads page into boards.
- On Leads, click New board (or Manage boards once there are two or more).
- Name the board.
- Choose what lands on it: From these forms (a form fills one board), Interested in these services, Source contains (for example Facebook), or Tagged.
- Everything else stays on the Default board.
The Lead Moved to Board trigger and Move Lead to Board action work with boards in automations.
Let the AI follow up
In Wrapstart AI, open the Lead Agent and turn on Engage every new lead automatically. The Lead Agent then texts each new lead, answers questions using the shop's services and prices, and works toward a booking. Leave it off and use the Assign Lead Agent action instead if you only want it on some leads.