This article walks you through:
When to use the Estimates trigger
How to configure filters by status
How to automatically send estimates
How to build If/Else logic for smarter follow-ups
What You Can Automate with Estimates
Key Features & Benefits
Estimate-based automation
Trigger workflows when an estimate is created, sent, viewed, accepted, declined, or invoiced.Advanced filtering
Target specific estimate statuses, templates, or values.Automatic estimate delivery
Send estimates via Email, SMS, or both—without manual steps.Smarter follow-ups
Use conditional logic to personalize actions based on client behavior.
Step 1: Create a New Workflow
Navigate to Automation → Workflows, then click + Create Workflow.
Choose Start from Scratch.
Step 2: Add the Estimates Trigger
Click Add New Trigger
Search for and select Estimates
This trigger activates when an estimate event occurs.
Step 3: Configure Estimate Filters
Filters determine when the workflow runs.
You can filter by:
Estimate Status
Estimate Value
Template
Available Estimate Statuses
Accepted – Client approved the estimate
Declined – Client rejected the estimate
Invoiced – Estimate converted to an invoice
Sent – Estimate sent but not yet viewed
Viewed – Client opened the estimate
💡 Tip:
If no filters are applied, the workflow will trigger for all estimate events.
Step 4: Add the Send Estimate Action
Click the + icon below your trigger and select Send Estimate.
Configure the Action
From User: Who the estimate is sent from
Estimate Template: Select the template to use
Estimate Mode: Live or Test
Sending Mode:
Send Directly – Sends immediately
Create as Draft – Saves to drafts for review
Delivery Channels
Choose how clients receive the estimate:
Email
SMS
Email & SMS
Step 5: Use Conditions (If/Else) for Smart Follow-Ups
Add a Condition action to branch your workflow based on estimate status.
Common Status-Based Automations
Accepted
Action ideas:
Send a thank-you email
Create an invoice
Move the opportunity to “Won”
Why it works:
Speeds up payment and improves customer experience.
Declined
Action ideas:
Notify sales
Send a follow-up email offering alternatives
Why it works:
Creates recovery opportunities instead of dead ends.
Sent (Not Viewed)
Action ideas:
Wait 1–2 days
Send a reminder email or SMS
Why it works:
Prevents estimates from being overlooked.
Viewed
Action ideas:
Assign a sales rep
Send a personalized follow-up
Why it works:
Engages clients while the estimate is top of mind.
Invoiced
Action ideas:
End workflow
Transition to payment reminders
Why it works:
Keeps estimate and billing processes clean and separate.
Step 6: Test, Publish, and Activate
Before publishing:
Click Test Workflow to validate logic
Review each branch and action
When ready, toggle from Draft → Publish.
Common Use Cases
Automatic estimate reminders
Instant estimate delivery after lead qualification
Sales follow-ups after estimate views
High-value estimate workflows
Seasonal or promotional estimates
Pro Tips
Use Conditions instead of multiple workflows to reduce clutter
Pair Wait steps with Sent/View statuses for timing control
Use Create as Draft when estimates need approval
Regularly review workflows to keep templates and logic updated
FAQs
Can I trigger different actions based on estimate status?
Yes. Use Conditions to branch logic by status.
What if an estimate doesn’t match any filters?
The workflow will not run.
Can I send estimates via SMS only?
Yes. Choose Text as the delivery channel.
Can workflows be edited after publishing?
Yes. You can pause, update, or republish at any time.