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.
Workflow Automation
ActiveEvery installation business has repetitive tasks that consume hours. Chasing quotes, sending reminders, updating statuses. Payaca's automation engine handles these automatically.
Build visual workflows that trigger on any event: when a quote is accepted, schedule the install and send the confirmation. When a job completes, generate the invoice and request a review.
Your rules, running automatically in the background.
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.
“The automations follow up people automatically rather than sending manual emails.”
Frequently asked questions
- What can I automate in Payaca?
- You can automate quote follow-ups, appointment reminders, job scheduling, invoice generation, payment reminders, status notifications, email sequences, and custom workflows triggered by any event in the system.
- How do workflow automations work?
- Use Payaca's visual workflow builder to create automations. Set a trigger (e.g., quote accepted), define actions (e.g., schedule install, send confirmation email, create invoice), and the system runs them automatically.
- Can Payaca send automated follow-up emails?
- Yes. Set timed automations to chase overdue quotes, send appointment reminders, request reviews after completion, and follow up on lapsed customers. All communications are personalised with project data.
- Do I need technical skills to set up automations?
- No. The visual workflow builder is designed for non-technical users. Select triggers, choose actions, and set conditions. AI Agent Dave can also help you create automations through conversation.
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.