Set a trigger, pick actions. Run it 10,000 times.
Automations is the nervous system of your shop. Every trigger that matters — quote sent, invoice paid, appointment marked done, no-show, bad review — is available as a starting point. Chain actions (send SMS, create task, apply tag, wait, branch) into flows that handle the repetitive work you'd otherwise do in person. Each run is logged with inputs, outputs, and a failure trace; retries happen automatically. Shops typically ship 8-12 workflows in the first month and watch their manual-follow-up workload drop in half.
Launching soon — get early access.
Post-appointment follow-up
Draft · last edited by Alex · 412 runs last 30d
Trigger
Appointment → Completed
any vehicle
Delay
Wait 2 hours
shop-local time
If / else
Service ≥ $400?
branches below
SMS
Review request
"How did we do?"
Thank-you note
brand template
Live preview
Priya M."Hi Priya — thanks for coming in! How did we do? ✨ g.co/r/midnight"
Sends in 2h · from +1 (512) 555-0199
Features, zoomed in
The parts that actually move the needle.
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
A canvas that reads left-to-right
Drop a trigger on the left, drag actions to the right, connect them with arrows. Every node has a live preview — "24h reminder SMS to {{customer.first_name}}" — so you can sanity-check without running. Branches turn the canvas into a tree; filters turn any edge into a conditional. Undo / redo. Zoom. Mini-map. It feels like a design tool, because it is one.
- Drag-and-drop canvas with left-to-right flow
- Per-node live preview of the rendered message / action
- Branch / filter / wait / fanout nodes — all visual
- Zoom + mini-map for workflows that grow past 10 nodes
- Undo / redo / version snapshot
Post-appointment follow-up
Draft · last edited by Alex · 412 runs last 30d
Trigger
Appointment → Completed
any vehicle
Delay
Wait 2 hours
shop-local time
If / else
Service ≥ $400?
branches below
SMS
Review request
"How did we do?"
Thank-you note
brand template
Live preview
Priya M."Hi Priya — thanks for coming in! How did we do? ✨ g.co/r/midnight"
Sends in 2h · from +1 (512) 555-0199
Deep dive · 02
Starter kits that run themselves
You shouldn't have to build "send a review request 2h after a completed job" from scratch. We ship 20+ starter workflows per vertical — tint, detail, PPF, generic — each one tuned for the common failure mode (no-show, late-pay, ghosted-quote, negative-review). Pick a template, tweak the copy, turn it on. Half an hour on install day gets you a fully wired shop.
- 20+ starter workflows per vertical
- Common failure modes covered: no-show, late-pay, ghost-quote, bad review
- Tweak copy + timing per shop without breaking the logic
- One-click install — running in under 2 minutes
- Community library where owners share their workflows
Starter templates
32 workflows · per-vertical · one-click install
Review request (post-tint)
PopularWait 2 hours after completion → text customer → branch on rating → auto-tag the 5★ ones.
Deposit nudge
Quote approved, 12h passes, no deposit → friendly SMS with pay link. 48h: owner alert.
24h + 1h reminder
PopularBook → wait till T-24h → SMS + add-to-calendar link. T-1h → last nudge. Skip if checked-in.
No-show recovery
Appt marked no-show → wait 2h → SMS "did something come up?" → offer rebook link.
Warranty auto-register
Appt completed + service is tint → generate cert → email PDF to customer + file in portal.
Lapsed-customer winback
180 days since last visit + marketing opt-in → SMS 'miss you' offer + auto-discount code.
Deep dive · 03
Branching that handles real life
Not every customer goes through the happy path. Some approve the quote but never pay the deposit. Some pay but don't show. Some show but leave a 3-star review. Branching lets you fork the flow: "if deposit paid → confirm → else nudge at 24h, escalate owner at 48h." Up to 4 nested branches, each with its own filters and actions. The failure-case workflows are where the ROI really shows up.
- If / else with nested branches up to 4 deep
- Filters on any edge: tag, segment, vehicle, service, staff
- Time-based wait between branches (minutes / hours / days)
- Failure-case escalation (customer, then manager, then owner)
- Per-branch per-step analytics — see exactly where drop-off happens
Branch · If / else
Post-appointment follow-up · node cond-3
Condition
Service total ≥ $400 AND rating = 5★
Filter: customer.tag ≠ "do-not-contact"
SMS · review request
Wait 72h
SMS · rebook reminder
Email · thank-you note
Add tag: first-time
This branch · 30d
Evaluations
412
Yes rate
68%
Avg eval time
8ms
Filtered out
14
Recent matches
- Priya M.yes2m
- Miguel R.yes14m
- Sara H.no41m
- Jason K.yes1h
- Lisa P.no3h
Deep dive · 04
Run log: every execution, every time
The thing every "automation" tool gets wrong is observability. When your flow runs 412 times a month and one customer says "I never got that text," you need a full trace: what triggered, which branch matched, what was sent, what happened next. SalesThumb logs every step with inputs, outputs, timing, retry history, and the actual rendered message. Failures retry exponentially; permanent failures ping the owner.
- Every run logged with full inputs + outputs + timing
- Click any run to see the rendered messages that shipped
- Retries on transient failures (exponential backoff up to 1h)
- Owner push + email on permanent failures
- Per-workflow analytics: runs, successes, failures, avg duration
Run log · Post-appointment follow-up
412 runs · 30d · 96.3% success · 2 currently retrying
Runs · 30d
412
Success
397
Retried
11
Avg duration
1.6s
- r-4429Success41.4s3m ago
Priya M.
Appt completed · tint · $769
- r-4428Success41.8s11m ago
Miguel R.
Appt completed · PPF · $2,140
- r-4427Retried · ×136.2s24m ago
Sara H.
Appt completed · detail · $280
⚠ SMS carrier timeout · retried 5m later
- r-4426Success41.2s41m ago
Jason K.
Appt completed · tint · $489
- r-4425Skipped03ms1h ago
Lisa P.
Appt completed · tint · $389
→ Filter · customer opted out of marketing
- r-4424Success41.7s1h ago
Derek W.
Appt completed · PPF · $1,820
- r-4423Failed214s2h ago
Ana T.
Appt completed · tint · $589
✕ Review cert step 3 · missing film product id
- r-4422Success41.3s3h ago
Tomás R.
Appt completed · detail · $340
What's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
Triggers that fire the flow
- Lifecycle: Quote sent / approved / expired, Invoice paid / partial / overdue
- Scheduling: Appointment booked / checked-in / completed / no-show / canceled
- Customer: Tag applied, VIP threshold hit, review request landed 4★ or less
- Inventory: Film roll below threshold, PPF stockout predicted in 7 days
- Payments: Card failed, chargeback filed, deposit expired
- Custom webhook: Trigger from Zapier, Instagram DM, your website form
Actions you can chain
- Send SMS / email / push notification (with merge fields + attachments)
- Create task for a specific staff member or role
- Apply / remove tag, change customer segment, flag for follow-up
- Add / update calendar entry, move appointment status
- Generate invoice, generate quote, generate warranty cert
- Call webhook (Zapier, Make, your own API)
Logic + observability
- Branch: if X then Y else Z, nested up to 4 deep
- Wait: minutes / hours / days / until business hours
- Filter: only run if customer has tag / is in segment
- Run log: every execution with inputs, outputs, timing, retry history
- Failure retry: exponential backoff + owner alert on permanent failure
- Version control: test a new version before publishing live
See every angle
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Trigger picker
30+ triggers grouped by category (lifecycle / scheduling / payments / custom) with live counts..
Choose a trigger
32 triggers · 6 categories · fires when it happens
Scheduling
6- Appointment booked412
- Appointment rescheduled118
- Appointment canceled92
- Appointment checked in388
- Appointment marked complete412
- No-show detected46
Customer
4- Customer created384
- Tag added156
- Birthday today88
- Lapsed 180d42
Payments
4- Deposit paid268
- Invoice paid in full412
- Payment failed14
- Refund issued6
Inventory
2- Roll below threshold8
- Job used specific product140
Quotes & invoices
4- Quote sent226
- Quote approved188
- Quote expiring soon34
- Invoice past due22
Custom
3- Incoming webhook18
- Schedule (cron)12
- Manual button press24
Selected: Appointment checked in · fires instantly
Continue → choose actionStarter templates
20+ per-vertical workflows (Tint, Detail, PPF, Generic) with one-click install and per-shop tweaks..
Starter templates
32 workflows · per-vertical · one-click install
Review request (post-tint)
PopularWait 2 hours after completion → text customer → branch on rating → auto-tag the 5★ ones.
Deposit nudge
Quote approved, 12h passes, no deposit → friendly SMS with pay link. 48h: owner alert.
24h + 1h reminder
PopularBook → wait till T-24h → SMS + add-to-calendar link. T-1h → last nudge. Skip if checked-in.
No-show recovery
Appt marked no-show → wait 2h → SMS "did something come up?" → offer rebook link.
Warranty auto-register
Appt completed + service is tint → generate cert → email PDF to customer + file in portal.
Lapsed-customer winback
180 days since last visit + marketing opt-in → SMS 'miss you' offer + auto-discount code.
Conditional branch
If / else up to 4 deep.
Filter on tag, segment, service, or any custom field.
Branch · If / else
Post-appointment follow-up · node cond-3
Condition
Service total ≥ $400 AND rating = 5★
Filter: customer.tag ≠ "do-not-contact"
SMS · review request
Wait 72h
SMS · rebook reminder
Email · thank-you note
Add tag: first-time
This branch · 30d
Evaluations
412
Yes rate
68%
Avg eval time
8ms
Filtered out
14
Recent matches
- Priya M.yes2m
- Miguel R.yes14m
- Sara H.no41m
- Jason K.yes1h
- Lisa P.no3h
Run log
Every execution with inputs, outputs, timing, and retry history.
Click into any run for full trace.
Run log · Post-appointment follow-up
412 runs · 30d · 96.3% success · 2 currently retrying
Runs · 30d
412
Success
397
Retried
11
Avg duration
1.6s
- r-4429Success41.4s3m ago
Priya M.
Appt completed · tint · $769
- r-4428Success41.8s11m ago
Miguel R.
Appt completed · PPF · $2,140
- r-4427Retried · ×136.2s24m ago
Sara H.
Appt completed · detail · $280
⚠ SMS carrier timeout · retried 5m later
- r-4426Success41.2s41m ago
Jason K.
Appt completed · tint · $489
- r-4425Skipped03ms1h ago
Lisa P.
Appt completed · tint · $389
→ Filter · customer opted out of marketing
- r-4424Success41.7s1h ago
Derek W.
Appt completed · PPF · $1,820
- r-4423Failed214s2h ago
Ana T.
Appt completed · tint · $589
✕ Review cert step 3 · missing film product id
- r-4422Success41.3s3h ago
Tomás R.
Appt completed · detail · $340
Per-run detail
See the rendered SMS, the task that was created, and the webhook response — in one timeline..
Run r-4429 · Priya M.
Post-appointment follow-up · 6 steps · 1.4s total
Step timeline
Appointment marked complete
Priya M. · 2023 Mazda CX-5 · ceramic tint
10:14:02.109·—
Wait 2 hours
resumed at 12:14:03
12:14:03.017·2h 0m
Branch · service total ≥ $400
matched · $769.70
12:14:03.024·7ms
Send SMS · review request
Viewing+1 (512) 555-0181 · 147 chars · delivered
12:14:03.502·478ms
Apply tag · asked-for-review
customer tag applied
12:14:03.588·86ms
Webhook · Zapier → Notion
POST · 200 OK · 312ms
12:14:04.021·312ms
Rendered SMS
From +1 (512) 555-0199 · to +1 (512) 555-0181
"Hi Priya — thanks for coming in! How did we do? ✨ g.co/r/midnight"
Merge field values
- customer.first_namePriya
- shop.review_linkg.co/r/midnight
- appointment.total$769.70
- vehicle.year_make_model2023 Mazda CX-5
Downstream outcome
Priya left a 5★ Google review 4h later. Auto-tagged review-5-star.
Workflow analytics
Runs, successes, drop-off by step — spot the node that's costing you deposits in seconds..
Workflow analytics · Post-appointment follow-up
30d · compared to previous 30d · updated 2m ago
Runs · 30d
412
+18%Success rate
96.3%
+2.1%Avg duration
1.6s
−220msRevenue influenced
$38.1k
+$4.2kRuns · daily
Trending up · +2.1x vs last month
Best step
Wait 2h → Branch
100% pass · 0 errors
Watch
Review conversion
41% · try A/B on copy
Step drop-off
- Trigger fired412(100%)
- Filter passed398(97%)
- Wait 2h398(97%)
- Branch eval397(96%)
- SMS sent391(95%)
- Tag applied391(95%)
- Downstream: 5★ review168(41%)
SalesThumb insight
168 reviews from 391 sends. Try the "emoji-first" variant — similar shops see +6 pts.
14 runs were filtered out · customer had opted out of marketing. Expected.
Who it's for
Built specifically for…
- Shops losing 3-5 deposits a month because the quote follow-up didn't happen
- Owners doing review requests manually and wondering why their rating is 4.3
- Anyone running a multi-step customer flow that currently lives in someone's head
- Shops tired of paying $500/mo for Zapier + Twilio + separate SaaS to glue it together
- Multi-location shops that need the same workflows running identically across every shop
What it replaces
The old way…
- Zapier ($30-150/mo) + Twilio ($$) + separate Google Sheets of who needs a follow-up
- "I'll remember to text them" (you won't, nobody does)
- Manual review requests that only go to the customers you remember to ask
- Mailchimp for one-off automated messages (wrong channel, wrong tool)
- Pipedrive / Close / HubSpot CRMs repurposed as an automation engine
How it works
Set it up once. Run it forever.
- 1
Pick a starter template
We ship pre-built flows for tint shops, detail shops, PPF shops — drop in, tweak the copy, turn on.
- 2
Or build from scratch
Drag triggers and actions in a flowchart editor. Branch on conditions, delay between steps, send to specific team members.
- 3
Watch it run
Every run is logged. Failures get a retry and a slack/email alert. Nothing silently drops.
How a shop actually uses this
A customer books a PPF install online. Automation fires: send them a 'prep your vehicle' SMS with photos, wait 23 hours, send reminder, on appointment morning create a prep task for the installer, post-install send review request + warranty PDF. Zero human steps.
Questions
Good to know.
- Do I have to know code?
- No. If you can describe a rule in English ('when X, do Y'), you can build it. Advanced users can drop into a code node for custom logic.
- What if I change a template later?
- Running workflows keep their current version. Publish a new version to apply to new runs — safe to edit without breaking in-flight customers.
- How many workflows can I run?
- Starter: 5 active workflows. Pro: 25. Scale: unlimited. Each run costs fractions of a cent — Twilio/Resend passthrough is the only real cost.
- Can I test a workflow before I turn it on?
- Yes. Every workflow has a "dry run" mode — picks a real customer, shows you exactly what would happen at each step without sending anything. Ship with confidence.
- What happens if a step fails mid-flow?
- Transient failures retry exponentially (1m → 5m → 15m → 1h) up to 3 times. Permanent failures alert the owner via push + email. The workflow pauses on that run; other customers' runs continue.
- Can workflows talk to tools outside SalesThumb?
- Yes — webhook actions fire to any URL with full payload. Pair it with Zapier, Make, or your own endpoint and you can orchestrate anything.
Fits in with
Works with your stack
Twilio
SMS + MMS action node
Resend
Email action node
Stripe
Payment + refund trigger nodes
Zapier
Webhook trigger + action passthrough
Slack
Failure alert + team notification
Make (Integromat)
Advanced workflow passthrough
Explore more
Pairs well with
Two-way SMS
Every customer conversation in one inbox. Auto-reminders run 24/7, but when they reply, a human sees it. MMS, templates, merge fields.
Scheduling
Every installer, every bay, every appointment in one view. Drag to reschedule. Color-coded by status. Overbooking blocked automatically.
Warranty
Issue a PDF warranty cert at job close with film batch, install date, installer, and a registration link. Customers can open a claim from their phone.
Get automations first at launch.
Launching soon — join the waitlist for early access. At launch: 30-day free trial with full access to every feature on this page, no credit card.
Launching soon — get early access.