Templates Gallery
42 pre-built workflow templates covering sales, e-commerce, billing, logistics, support, operations, HR, and AI-powered automations. Clone any template and customize it to your needs in seconds.
How to Import a Template
- Navigate to Templates: Click
Templatesin the sidebar to open the Templates Gallery page. - Browse or filter: Browse by category or use the search bar to find a specific template.
- Click the template: Open the template detail view to see its description, required modules, node count, and visual preview.
- Click "Clone": Creates a copy of the template as a new workflow in your organization. The workflow starts in
inactivestatus. - Customize: Modify the cloned workflow — update trigger events, adjust node configurations, add or remove nodes as needed.
- Activate: Toggle the workflow to
activewhen ready.
Module Requirements
Some templates require specific modules (email, whatsapp, ai, courier, notifications). Make sure the required modules are installed and configured before activating a cloned template. Missing modules will cause node execution failures.
Sales 5
Lead Welcome
Send a personalized welcome message via WhatsApp when a new lead is captured.
lead.createdLead Follow-up 48h
Automatic follow-up message 48 hours after lead creation if no response received.
lead.createdVIP Customer Alert
Notify the sales team instantly when a high-value customer places an order above threshold.
order.createdGoteo Multicanal
Multi-channel drip campaign: email on day 1, WhatsApp on day 3, follow-up on day 7.
lead.createdClasificador WhatsApp IA
AI-powered classification of incoming WhatsApp messages to route leads to the right sales rep.
whatsapp.message_receivedE-Commerce 7
Order Confirmation WA
Send order confirmation via WhatsApp template immediately after purchase.
order.createdCart Abandoned
Recover abandoned carts with a WhatsApp reminder after 1 hour of inactivity.
cart.abandonedOrder Shipped
Notify customer via WhatsApp when their order has been shipped with tracking link.
order.shippedOrder Delivered + Review
Send a delivery confirmation and request a product review 24 hours after delivery.
order.deliveredBack in Stock
Notify customers via email and WhatsApp when a previously out-of-stock item is available.
webhook.receivedEnrutador de Pedidos
Route orders to different fulfillment centers based on product type and delivery zone.
order.createdPedido a Envio
Automatically create a courier shipment when an order is marked as ready to ship.
order.createdBilling 5
Invoice Sent
Send invoice via email with PDF attachment when a new invoice is generated.
invoice.createdInvoice Overdue Escalation
Multi-step escalation: email reminder at 3 days, WhatsApp at 7 days, notify team at 14 days.
invoice.overduePayment Received
Send payment confirmation and thank-you message via WhatsApp on successful payment.
payment.receivedRecurring Payment Reminder
Remind customers 3 days before their recurring payment is due.
scheduled.*Cobranza Completa
Full collection workflow: reminder, overdue notice, final warning, and team escalation with delays.
invoice.overdueLogistics 6
Shipment Out for Delivery
Notify customer via WhatsApp when their package is out for delivery today.
shipment.status_changedShipment Delayed
Proactively inform customer when a shipment is delayed with updated delivery estimate.
shipment.status_changedDelivery Survey
Send a satisfaction survey 2 hours after successful delivery.
order.deliveredEntrega Completa
Full delivery lifecycle: creation notification, in-transit update, out-for-delivery, and delivered confirmation.
shipment.status_changedEnvio Demorado
Escalation workflow for delayed shipments: notify customer, alert logistics team, and log incident.
shipment.status_changedSeguimiento IA
AI-powered shipment tracking that generates natural language delivery updates for customers.
shipment.status_changedSupport 6
Ticket Auto-Response
Instantly acknowledge new support tickets with an automated response and ticket number.
ticket.createdTicket Escalation 24h
Escalate unresolved tickets to a senior agent if not responded within 24 hours.
ticket.createdTicket CSAT
Send a customer satisfaction survey after a ticket is resolved.
ticket.resolvedSLA de Respuesta
Monitor response time SLAs and alert managers when tickets approach or breach SLA limits.
ticket.createdResumen Ticket IA
AI-generated summary of ticket conversation history for quick agent handoff context.
ticket.createdOperations 7
Webhook Transform Forward
Receive a webhook, transform the payload, and forward to another API endpoint.
webhook.receivedCritical Error Alert
Notify the dev team via WhatsApp and email when a critical application error is detected.
error.criticalDaily Report
Generate and send a daily summary report via email every morning at 8 AM.
scheduled.*Webhook Enriquecido
Enrich incoming webhook data by calling external APIs before processing.
webhook.receivedProcesar Items Pedido
Loop through order items and process each one individually (stock check, notification).
order.createdFailover Notificacion
Multi-channel failover: try WhatsApp first, fall back to email, then SMS if all fail.
webhook.receivedAPI Externa Transform Email
Poll an external API, transform the response, and send results via email digest.
trigger.pollingHR 2
Employee Onboarding
Multi-day onboarding sequence: welcome email, team intro, tool access guides over first week.
employee.hiredBirthday Greeting
Send a personalized birthday greeting to employees via WhatsApp on their birthday.
scheduled.*AI / Advanced 4
Extractor Datos Pedido
AI extracts structured order data (items, quantities, addresses) from unstructured WhatsApp messages.
whatsapp.message_receivedMatriz de Escalamiento
AI-powered escalation matrix that classifies urgency and routes to the appropriate team level.
ticket.createdQuote Follow-up
Intelligent follow-up on sent quotes: AI analyzes engagement signals and suggests next action.
scheduled.*Reactivation Campaign
AI-crafted personalized reactivation messages for dormant customers based on their purchase history.
scheduled.*Category Summary
| Category | Count | Primary Modules Used |
|---|---|---|
| Sales | 5 | whatsapp, email, ai, notifications |
| E-Commerce | 7 | whatsapp, email, courier, notifications |
| Billing | 5 | email, whatsapp, notifications |
| Logistics | 6 | courier, whatsapp, ai, notifications |
| Support | 6 | email, notifications, ai, whatsapp |
| Operations | 7 | email, whatsapp, notifications (core HTTP) |
| HR | 2 | email, whatsapp, notifications |
| AI / Advanced | 4 | ai, whatsapp, email, notifications |
| Total | 42 |
Building Custom Templates
Create any workflow, then use the Save as Template option to make it available for cloning across your organization. Custom templates appear alongside built-in ones in the gallery.