Automations

Put your business on autopilot

Automate the repetitive tasks that slow you down. Trigger actions based on events, send communications automatically, and keep your pipeline moving without manual intervention.

What's included

Everything you need to put your business on autopilot.

Workflow Builder

Create custom automations with our visual builder. When a quote is accepted, schedule the install. When a job completes, send the invoice. Your rules, automated.

Event Triggers

Kick off automations based on any event: quote sent, payment received, job status change, form submitted, or custom webhooks from external systems.

Scheduled Actions

Set timed automations for follow-ups, reminders, and recurring tasks. Chase overdue quotes after 3 days. Remind customers about annual services.

Automated Communications

Send emails and SMS automatically based on triggers. Appointment confirmations, payment reminders, completion surveys - all hands-free.

Automations, simplified

Here's how Payaca brings it all together.

app.payaca.com

Workflow Automation

Active
1
WhenQuote Accepted
Create Project
2
WhenProject Created
Schedule Install
3
WhenInstall Complete
Send Invoice
4
WhenInvoice Paid
Request Review
This automation saved2.5 hours this week
The automations follow up people automatically rather than sending manual emails.
HG
Harland Guscott
Director, Guscott Heating Services
Complete onboarding included

Ready to streamline your clean tech operations?

Join 500+ installers who've transformed their business with Payaca. We'll handle your workflow mapping, process optimisation, and data migration.

Dedicated onboarding
Free data migration
AI + human support