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An automation does one job by itself every time something happens, like texting back a missed call. The phone app calls them Automations. The web app calls them Workflows. They are the same thing. Your shop starts with a set Sapt made for you: the missed call text back, texts to you about voicemails, website requests, bookings and bad reviews, a review request, and a Monday report. Change them or add your own. For ready-made ideas, see Automation recipes.

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How an automation works

Every automation has three parts:
  • What starts it. One thing that happens, like a missed call, a new website request or a job marked done.
  • Steps. What Sapt does next, from top to bottom: text them, wait a day, text you.
  • Paths. A step can split in two, like “they replied” and “they did not”. Each path has its own steps.
A workflow in the web builder: When a call is missed at the top, then a Send text/email step, open in the panel on the right

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See your automations

Open Shop and tap Automations. Each one shows what starts it and how many times it ran in the last 7 days. A note under it says when a text did not go out, and why.
The Automations list on a phone: New automation at the top, then each automation with its switch

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Turn one on or off

Flip the switch on its row. To turn one off, Sapt asks Turn this off? and says what stops. Tap Turn off. Anything it was about to send is cancelled.
If you cannot turn automations on or off, your role does not allow it. Ask the shop owner. See Your team.

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Make an automation on your phone

1

Tap New automation

In Shop, Automations, tap New automation. It starts off, so nothing goes out until you turn it on.
2

Pick a starting point

Under Start from one of these, pick Missed call follow-up, Website request follow-up, Welcome first-time customers or Thank them after the job.Or under Or start from scratch, pick what starts it, like A call is missed, A booking is made or A job is marked done.
3

Add your steps

Tap + where the step goes. Add a step opens: Text them, Email them, Wait, Wait for a reply, If…, Tell me, Tag them, Ask for a review and Stop. More are under More steps.Tap any step to change its words. If… splits the path on a question like They replied, They booked or They’re a new customer.
Missed call: text back open on a phone: A call is missed, a Text them step, + to add a step, and Test it and Turn off at the bottom
4

Save, test, turn on

Tap Save. Then tap Test it (see Test before you turn it on) and Turn on.

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Make a workflow on the web

1

Click New

In Workflows, click New. If you have none yet, click Create your first workflow. A blank workflow opens, starting with When a record is created.
The Workflows page with no workflows yet: No workflows yet and Create your first workflow
2

Start from a template

Click Templates at the top and pick one, like Text back a missed call. Search, or narrow the list with Messages & follow-up, Team notifications, AI or Connected apps. A template replaces any trigger and steps you already added.
The Start from a template window: search, category chips with counts, and cards like Text back a missed call
3

Pick what starts it

Click the box at the top of the canvas. Under Trigger, open the list and pick one. Type in Search triggers to find it fast.
The trigger list open on Messages & replies, with Missed call picked and Search triggers at the top
The list has these groups: Messages & replies, Contacts & records, Payments, Time & schedule, Lists & audiences, Apps & webhooks and Custom. The ones a shop uses most:
4

Add steps

Click Add step under the last step. Search, or pick from the list. Click any step to change it. The ones a shop uses most:
5

Save it

Click Create workflow. Give it a name in Workflow details if Sapt asks, then click Save. New workflows are saved off. Test it, then turn it on.
Click How it works at the top of the builder for a short guide inside the app.

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Test before you turn it on

A test runs the automation on the last real event that matches, like your last missed call. Nothing is sent and nothing changes.
Open the automation and tap Test it. Test with a customer shows each step, who it would text, and which path it took. Tap Run again after a change, then Done.If nothing has started it yet, there is no customer to test with. It works the same once one comes in.

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Start it for chosen customers

Some workflows start only when you pick the customers, like one that starts with Manually enroll contacts. Turn it on first, then:
1

Open the workflow

In Workflows, click its row and click Enroll contacts.
2

Pick the customers

Under Existing contacts, check up to 50 at a time. Or click Add a contact and enter a name and phone number.
3

Start it

Click Enroll. Customers already part-way through are skipped.
On your phone, automations that start with You start it from a customer run from the customer’s card.

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See what it did

Open the automation, tap More, then Runs. You see who it ran for and whether it is Done, Waiting, Did not finish or Stopped. More also has Make a copy and Delete this automation.

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Common questions

Can I change an automation Sapt set up? Yes. Open it, change the words or steps, and save. A change to one that is on applies to the next customer right away. Why did a customer get two texts? Two automations started on the same thing, like a copy of Missed call: text back next to the original. Turn one off. Why is a workflow Blocked? It needs something that is not set up yet, like a phone number or a connected app. Open it and click Fix in the editor.

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Keep going

Automation recipes

Text back missed calls

Your team