Automations

Repetitive work takes care of itself.

Choose what happens when a new contact comes in, someone books or moves to another stage: Twilbox sends the WhatsApp message or email, creates the task and lets your team know. All with visual flows, no code to write.

Journey · New customer
When someone messages you for the first time
Active
A new contact comes inVia WhatsApp, Instagram or MessengerToday · 34
Welcome with your servicesInstantly, in your toneSent
Asked but didn't bookFollow-up after 24 hoursIn progress
Reminder before their appointment24 hours before, with a button to confirmScheduled
Invitation to come backIf they haven't returned in 3 months, they get a messageAutomatic
up to 5 h
saved per week on repetitive tasks
24/7
follow-ups that go out on their own
up to +15%
more customers coming back thanks to win-back messages
0
lines of code to build a flow

Indicative figures: estimates of the expected improvement, which depend on each business's volume, sector and setup.

What's included

Your business, on autopilot.

Each automation links a moment in your business to what you want to happen next.

Triggers for every moment

A new contact, a form submitted, a message received, a booking, a change of stage in your pipeline or someone joining a list. You choose when it starts.

Actions that happen on their own

Send a Meta-approved WhatsApp template or an email, create a task, move the contact to another stage or notify your team.

Sequences over time

Chain messages with waits in between: a welcome today, a follow-up tomorrow if they didn't book, a reminder before the appointment and an invitation to come back months later.

Visual flows, no code

You see each flow as a series of steps, easy to read and to change, without writing a single line of code.

Your team, always in the loop

When something needs a person, the automation creates the task or notifies the right person, so nobody has to keep watch.

Everything saved in the CRM

What gets sent is saved to the contact's record in the CRM, so you know what each customer has received.

How it works

Your first automation in three steps.

01

Choose when it starts

A new contact, a booking, a form or a change of stage: the moment that sets the flow in motion.

02

Decide what happens next

Add messages, waits, tasks and alerts in whatever order you like. You see them as a journey, step by step.

03

Switch it on and forget about it

From then on it runs by itself for every customer who meets the condition. You can pause or change it whenever you like.

Integrations

Connects with what you already use.

Your automations can start or end in any of these tools. And if yours isn't here, we connect it through webhooks or its API.

WhatsAppSend approved templates and start a flow with every incoming message.
InstagramDirect messages and comments on your posts that trigger replies.
MessengerYour Facebook page conversations, inside your flows.
Google CalendarEvery appointment created or changed can trigger a reminder or a follow-up.
ClientifyCreate deals, move stages and create tasks in your Clientify CRM.
SendGridSend transactional emails with your own SendGrid account.
Zoho MailSend emails from your connected Zoho mailboxes.
ViafirmaSend contracts for signature and continue the flow once they're signed.
AirtableSync your Airtable bases and use them in your flows.
EnreachYour phone system's calls, in each contact's record.
StripeCard payments for deposits and booking payments.
Your email mailboxesReply and send from your company's email addresses as one more step.
WebhooksReceive alerts from any system and turn them into the start of a flow.
Any APIConnect the service you use if it has an API: you choose what to request and what to send.
All of TwilboxCRM, calendar, forms, lists and tasks: any change can trigger a flow.

Before and after

From doing everything by hand to letting it run itself.

Without Twilbox: You welcome new contacts whenever you remember.
With Twilbox: Every new contact gets your welcome right away, in your tone.
Without Twilbox: Anyone who asked but didn't book is forgotten.
With Twilbox: They get an automatic follow-up the next day.
Without Twilbox: You remind people of appointments by calling them one by one.
With Twilbox: The reminder goes out by WhatsApp before every appointment.
Without Twilbox: Customers who stop coming never hear from you again.
With Twilbox: After a while, they get an invitation to come back.
Without Twilbox: You find out too late about what needs your attention.
With Twilbox: Your team gets the alert or the task at the right moment.

Who it's for

Built for businesses that don't want to lose anyone along the way.

Clinics and health centers

A reminder before every appointment and a heads-up for the next check-up, without the front desk having to call.

Beauty and wellness

A welcome for anyone who messages on Instagram, a follow-up if they didn't book and an invitation to return for anyone who hasn't been in for months.

Academies and training

Whoever fills in the information form joins a list and gets a sequence of emails and WhatsApp messages until they enroll.

FAQ

What people usually ask.

No. Automations are built with visual flows: you choose when it starts and what happens next, step by step. If you get stuck, Lía helps you set it up.

Put the repetitive work on autopilot.

Build your first automation in minutes and spend your time on your customers. 7 days free, no credit card.