Catch CRM

Automations

Automate the busywork that loses you jobs.

Lead follow-up, appointment reminders, review requests, and unpaid-invoice nudges, built once, running forever.

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1
Trigger: New lead
2
Auto-call the leadAUTO
3
If no answer → text back
4
Log + notify office

Automations

The follow-up you never get around to.

Build the flows your shop actually needs in minutes, lead follow-up, appointment reminders, review requests, unpaid-invoice nudges, with AI steps baked in.

  • Visual builder, triggers, conditions, delays, actions
  • AI steps draft replies, summarize calls, and score leads
  • Email, SMS, and calls in one flow
  • Start from templates and publish in a click
Explore automations →
inbound-lead.flow
1
Lead comes in
TRIGGER
2
Auto-call + text
STEP
AI
3
Booked → remind
STEP
4
Job done → review
STEP
5
Unpaid → nudge
EXIT
Avg. time saved
12 hrs / week

Automation library

Start with a template, ship in minutes.

Every account ships with ready-to-edit automations. Drop one in, swap your details, hit publish.

Leads

Inbound → autocall

Trigger
New lead from ad, form, or call
Steps
  1. 1.Enrich & score
  2. 2.Auto-dial the lead
  3. 3.Bridge to an available agent
A real person on the phone with a hot lead in under 30 seconds.
AutocallAll trades
Leads

Missed call → text back

Trigger
Inbound call not answered
Steps
  1. 1.Auto-text within seconds
  2. 2.Offer to book online
  3. 3.Notify the office
No missed call becomes a lost job.
SMS
Sales

Estimate follow-up

Trigger
Estimate sent, not approved
Steps
  1. 1.Follow up at 24h
  2. 2.Follow up at 72h
  3. 3.Flag to owner if still open
Estimates get approved instead of forgotten.
Estimates
Scheduling

Appointment reminders

Trigger
Booked appointment
Steps
  1. 1.Reminder at 24h
  2. 2.Reminder at 1h
  3. 3.One-tap reschedule link
Fewer no-shows, fuller calendar.
Reminders
Reputation

Job done → review

Trigger
Tech marks job complete
Steps
  1. 1.Send invoice
  2. 2.Wait for the happy moment
  3. 3.Text the review link
Five-star jobs turn into five-star reviews.
Reviews
Collections

Unpaid invoice nudge

Trigger
Invoice unpaid past due
Steps
  1. 1.Friendly reminder
  2. 2.Second reminder + pay link
  3. 3.Flag to office
Get paid without awkward phone calls.
Payments
Retention

Maintenance plan

Trigger
Seasonal / annual
Steps
  1. 1.Notify the customer
  2. 2.Suggest a slot
  3. 3.Auto-schedule the visit
Recurring revenue that books itself.
HVACPlumbing
Leads

Dead-lead reactivation

Trigger
Lead cold for 30 days
Steps
  1. 1.Send an offer
  2. 2.Auto-call on reply
  3. 3.Route to an agent
Old leads become new jobs.
AutocallSMS
Operations

New customer onboarding

Trigger
First job completed
Steps
  1. 1.Save to CRM
  2. 2.Send welcome + care tips
  3. 3.Add to newsletter
One-time calls become repeat customers.
All trades

Integrations

Plugs into the tools you already use.

Native sync for your website, Zapier, and Meta lead ads, plus webhooks and an API for everything else.

And 6,000+ more via Zapier.
Gmail
Gmail
Outlook
Outlook
Slack
Slack
Zoom
Zoom
Twilio
Twilio
Calendly
Calendly
Stripe
Stripe
QuickBooks
QuickBooks
Xero
Xero
Mailchimp
Mailchimp
HubSpot
HubSpot
Notion
Notion
Asana
Asana
Linear
Linear
Intercom
Intercom
Zapier
Zapier
Make
Make
Loom
Loom
Dropbox
Dropbox
Salesforce
Salesforce
Don't see your tool? Tell us and we'll wire it up.