Ce workflow automatise entièrement la communication post-achat : envoi de remerciement et gestion des prises de rendez-vous, sans intervention manuelle mais avec une personnalisation préservée.
Ce workflow automatise entièrement la communication post-achat : envoi de remerciement et gestion des prises de rendez-vous, sans intervention manuelle mais avec une personnalisation préservée.
{
"name": "Paid Invoice Email Sequence",
"flow": [
{
"id": 1,
"module": "stripe:watchEvents",
"version": 1,
"parameters": {
"__IMTHOOK__": 1981720
},
"mapper": {},
"metadata": {
"designer": {
"x": 0,
"y": 150
},
"restore": {
"parameters": {
"__IMTHOOK__": {
"data": {
"editable": "false"
},
"label": "Stripe - Duncan Rogoff"
}
}
},
"parameters": [
{
"name": "__IMTHOOK__",
"type": "hook:stripe2",
"label": "Webhook",
"required": true
}
],
"interface": [
{
"name": "created",
"type": "date",
"label": "Created"
},
{
"name": "event_type",
"type": "text",
"label": "Event Type"
},
{
"name": "event_id",
"type": "text",
"label": "Event ID"
},
{
"name": "object",
"spec": [
{
"name": "id",
"type": "text",
"label": "Id"
},
{
"name": "object",
"type": "text",
"label": "Object"
},
{
"name": "amount_due",
"type": "number",
"label": "Amount due"
},
{
"name": "application_fee",
"type": "text",
"label": "Application fee"
},
{
"name": "attempt_count",
"type": "number",
"label": "Attempt count"
},
{
"name": "attempted",
"type": "boolean",
"label": "Attempted"
},
{
"name": "billing",
"type": "text",
"label": "Billing"
},
{
"name": "charge",
"type": "text",
"label": "Charge"
},
{
"name": "closed",
"type": "boolean",
"label": "Closed"
},
{
"name": "currency",
"type": "text",
"label": "Currency"
},
{
"name": "customer",
"type": "text",
"label": "Customer"
},
{
"name": "date",
"type": "number",
"label": "Date"
},
{
"name": "description",
"type": "text",
"label": "Description"
},
{
"name": "discount",
"type": "text",
"label": "Discount"
},
{
"name": "due_date",
"type": "text",
"label": "Due date"
},
{
"name": "ending_balance",
"type": "text",
"label": "Ending balance"
},
{
"name": "forgiven",
"type": "boolean",
"label": "Forgiven"
},
{
"name": "lines",
"spec": [
{
"name": "data",
"spec": [
{
"name": "id",
"type": "text",
"label": "Id"
},
{
"name": "object",
"type": "text",
"label": "Object"
},
{
"name": "amount",
"type": "number",
"label": "Amount"
},
{
"name": "currency",
"type": "text",
"label": "Currency"
},
{
"name": "description",
"type": "text",
"label": "Description"
},
{
"name": "discountable",
"type": "boolean",
"label": "Discountable"
},
{
"name": "livemode",
"type": "boolean",
"label": "Livemode"
},
{
"name": "metadata",
"spec": [],
"type": "collection",
"label": "Metadata"
},
{
"name": "period",
"spec": [
{
"name": "start",
"type": "number",
"label": "Start"
},
{
"name": "end",
"type": "number",
"label": "End"
}
],
"type": "collection",
"label": "Period"
},
{
"name": "plan",
"spec": [
{
"name": "id",
"type": "text",
"label": "Id"
},
{
"name": "object",
"type": "text",
"label": "Object"
},
{
"name": "amount",
"type": "number",
"label": "Amount"
},
{
"name": "created",
"type": "number",
"label": "Created"
},
{
"name": "currency",
"type": "text",
"label": "Currency"
},
{
"name": "interval",
"type": "text",
"label": "Interval"
},
{
"name": "interval_count",
"type": "number",
"label": "Interval count"
},
{
"name": "livemode",
"type": "boolean",
"label": "Livemode"
},
{
"name": "metadata",
"spec": [],
"type": "collection",
"label": "Metadata"
},
{
"name": "nickname",
"type": "text",
"label": "Nickname"
},
{
"name": "product",
"type": "text",
"label": "Product"
},
{
"name": "trial_period_days",
"type": "text",
"label": "Trial period days"
}
],
"type": "collection",
"label": "Plan"
},
{
"name": "proration",
"type": "boolean",
"label": "Proration"
},
{
"name": "quantity",
"type": "number",
"label": "Quantity"
},
{
"name": "subscription",
"type": "text",
"label": "Subscription"
},
{
"name": "subscription_item",
"type": "text",
"label": "Subscription item"
},
{
"name": "type",
"type": "text",
"label": "Type"
}
],
"type": "array",
"label": "Data"
},
{
"name": "has_more",
"type": "boolean",
"label": "Has more"
},
{
"name": "object",
"type": "text",
"label": "Object"
},
{
"name": "url",
"type": "text",
"label": "Url"
}
],
"type": "collection",
"label": "Lines"
},
{
"name": "livemode",
"type": "boolean",
"label": "Livemode"
},
{
"name": "metadata",
"spec": [],
"type": "collection",
"label": "Metadata"
},
{
"name": "next_payment_attempt",
"type": "number",
"label": "Next payment attempt"
},
{
"name": "number",
"type": "text",
"label": "Number"
},
{
"name": "paid",
"type": "boolean",
"label": "Paid"
},
{
"name": "period_end",
"type": "number",
"label": "Period end"
},
{
"name": "period_start",
"type": "number",
"label": "Period start"
},
{
"name": "receipt_number",
"type": "text",
"label": "Receipt number"
},
{
"name": "starting_balance",
"type": "number",
"label": "Starting balance"
},
{
"name": "statement_descriptor",
"type": "text",
"label": "Statement descriptor"
},
{
"name": "subscription",
"type": "text",
"label": "Subscription"
},
{
"name": "subtotal",
"type": "number",
"label": "Subtotal"
},
{
"name": "tax",
"type": "text",
"label": "Tax"
},
{
"name": "tax_percent",
"type": "text",
"label": "Tax percent"
},
{
"name": "total",
"type": "number",
"label": "Total"
},
{
"name": "webhooks_delivered_at",
"type": "text",
"label": "Webhooks delivered at"
}
],
"type": "collection",
"label": "Object"
},
{
"name": "raw",
"spec": [],
"type": "collection",
"label": "Raw Webhook Data"
}
]
}
},
{
"id": 2,
"module": "util:SetVariables",
"version": 1,
"parameters": {},
"mapper": {
"scope": "roundtrip",
"variables": [
{
"name": "Client Full Name",
"value": "{{1.object.customer_name}}"
},
{
"name": "Client First Name",
"value": "{{get(split(1.object.customer_name; space); 1)}}"
},
{
"name": "Client Email",
"value": "{{1.object.customer_email}}"
}
]
},
"metadata": {
"designer": {
"x": 300,
"y": 150,
"name": "Set Name + Email"
},
"restore": {
"expect": {
"scope": {
"label": "One cycle"
},
"variables": {
"items": [
null,
null,
null
]
}
}
},
"expect": [
{
"name": "variables",
"spec": [
{
"name": "name",
"type": "text",
"label": "Variable name",
"required": true
},
{
"name": "value",
"type": "any",
"label": "Variable value"
}
],
"type": "array",
"label": "Variables"
},
{
"name": "scope",
"type": "select",
"label": "Variable lifetime",
"required": true,
"validate": {
"enum": [
"roundtrip",
"execution"
]
}
}
],
"interface": [
{
"name": "Client Full Name",
"type": "any",
"label": "Client Full Name"
},
{
"name": "Client First Name",
"type": "any",
"label": "Client First Name"
},
{
"name": "Client Email",
"type": "any",
"label": "Client Email"
}
]
}
},
{
"id": 4,
"module": "util:FunctionSleep",
"version": 1,
"parameters": {},
"mapper": {
"duration": "240"
},
"metadata": {
"designer": {
"x": 600,
"y": 150,
"name": "Wait 4 Minutes"
},
"restore": {},
"expect": [
{
"name": "duration",
"type": "uinteger",
"label": "Delay",
"required": true,
"validate": {
"max": 300,
"min": 1
}
}
]
}
},
{
"id": 6,
"module": "builtin:BasicRouter",
"version": 1,
"mapper": null,
"metadata": {
"designer": {
"x": 900,
"y": 150
}
},
"routes": [
{
"flow": [
{
"id": 3,
"module": "email:ActionSendEmail",
"version": 7,
"parameters": {
"account": 3480240,
"saveAfterSent": false
},
"mapper": {
"cc": [],
"to": [
"{{2.`Client Email`}}"
],
"bcc": [],
"from": "",
"html": "Hi {{2.`Client First Name`}},n<br><br>nThanks for taking care of that invoice so promptly. I'm really looking forward to working together, and I'm confident we can nail this for you.n<br><br>nI'll send you some onboarding instructions + a calendar in a moment and we can then book a call to kick off the project.n<br><br>nTalk soon! n<br><br>nThanks again,<br>nDuncan",
"sender": "",
"headers": [],
"replyTo": "",
"subject": "Thank you & welcome aboard",
"priority": "normal",
"inReplyTo": "",
"references": [],
"attachments": [],
"contentType": "html"
},
"metadata": {
"designer": {
"x": 1200,
"y": 0,
"name": "Send Thank You Email"
},
"restore": {
"expect": {
"cc": {
"mode": "chose"
},
"to": {
"mode": "chose",
"items": [
null
]
},
"bcc": {
"mode": "chose"
},
"priority": {
"label": "Normal"
},
"references": {
"mode": "chose"
},
"attachments": {
"mode": "chose"
},
"contentType": {
"label": "HTML"
}
},
"parameters": {
"account": {
"data": {
"scoped": "true",
"connection": "google-restricted"
},
"label": "AI News (duncanrogoff@gmail.com)"
},
"saveAfterSent": {
"label": "No"
}
}
},
"parameters": [
{
"name": "account",
"type": "account:smtp,google-restricted,microsoft-smtp-imap",
"label": "Connection",
"required": true
},
{
"name": "saveAfterSent",
"type": "select",
"label": "Save message after sending",
"required": true,
"validate": {
"enum": [
true,
false
]
}
},
{
"type": "hidden"
}
],
"expect": [
{
"name": "to",
"spec": {
"name": "value",
"type": "email",
"label": "Email address",
"required": true
},
"type": "array",
"label": "To",
"required": true
},
{
"name": "subject",
"type": "text",
"label": "Subject"
},
{
"name": "contentType",
"type": "select",
"label": "Content Type",
"required": true,
"validate": {
"enum": [
"html",
"text"
]
}
},
{
"name": "attachments",
"spec": [
{
"name": "fileName",
"type": "filename",
"label": "File name",
"required": true,
"semantic": "file:name"
},
{
"name": "data",
"type": "buffer",
"label": "Data",
"required": true,
"semantic": "file:data"
},
{
"name": "cid",
"type": "text",
"label": "Content-ID"
}
],
"type": "array",
"label": "Attachments"
},
{
"name": "cc",
"spec": {
"name": "value",
"type": "email",
"label": "Email address"
},
"type": "array",
"label": "Copy recipient"
},
{
"name": "bcc",
"spec": {
"name": "value",
"type": "email",
"label": "Email address"
},
"type": "array",
"label": "Blind copy recipient"
},
{
"name": "from",
"type": "text",
"label": "From"
},
{
"name": "sender",
"type": "text",
"label": "Sender"
},
{
"name": "replyTo",
"type": "text",
"label": "Reply-To"
},
{
"name": "inReplyTo",
"type": "text",
"label": "In-Reply-To"
},
{
"name": "references",
"spec": {
"name": "value",
"type": "text",
"label": "Reference",
"required": true
},
"type": "array",
"label": "References"
},
{
"name": "priority",
"type": "select",
"label": "Priority",
"validate": {
"enum": [
"high",
"normal",
"low"
]
}
},
{
"name": "headers",
"spec": [
{
"name": "key",
"type": "text",
"label": "Key",
"required": true
},
{
"name": "value",
"type": "text",
"label": "Value",
"required": true
}
],
"type": "array",
"label": "Headers"
},
{
"name": "html",
"type": "text",
"label": "Content"
}
]
}
}
]
},
{
"flow": [
{
"id": 7,
"module": "util:FunctionSleep",
"version": 1,
"parameters": {},
"mapper": {
"duration": "180"
},
"metadata": {
"designer": {
"x": 1200,
"y": 300,
"name": "Wait 3 Minutes"
},
"restore": {},
"expect": [
{
"name": "duration",
"type": "uinteger",
"label": "Delay",
"required": true,
"validate": {
"max": 300,
"min": 1
}
}
]
}
},
{
"id": 5,
"module": "email:ActionSendEmail",
"version": 7,
"parameters": {
"account": 3480240,
"saveAfterSent": false
},
"mapper": {
"cc": [],
"to": [
"{{2.`Client Email`}}"
],
"bcc": [],
"from": "",
"html": "Hi {{2.`Client First Name`}},n<br><br>nJust following up on my last email. Our next step is booking an onboarding call.n<br><br>nTLDR: Automation services often involve a number of platforms, which can be logistically tricky to manage (2FA, credential sharing, etc).n<br><br>nI usually take care of all of that on a quick onboarding call where we set up the groundwork live on a screenshare in ~20 minutes.n<br><br>nThis also gives us a chance to go over timelines, talk about comms/expectations, solve pesky 2FA problems, and answer any last-minute q's.n<br><br>n<a href="https://calendly.com/duncanrogoff-achm/client-kickoff">Do you mind booking a slot here?</a>n<br><br>nIdeally, we'd do this in the next 72 hours or so, but I am cognizant of your schedule. Let me know whenever works best for you (and if you need anything else in the meantime).n<br><br>nThank you,<br>nDuncan",
"sender": "",
"headers": [],
"replyTo": "",
"subject": "Next steps",
"priority": "normal",
"inReplyTo": "",
"references": [],
"attachments": [],
"contentType": "html"
},
"metadata": {
"designer": {
"x": 1500,
"y": 300,
"name": "Send Onboarding + Next Steps Email"
},
"restore": {
"expect": {
"cc": {
"mode": "chose"
},
"to": {
"mode": "chose",
"items": [
null
]
},
"bcc": {
"mode": "chose"
},
"priority": {
"label": "Normal"
},
"references": {
"mode": "chose"
},
"attachments": {
"mode": "chose"
},
"contentType": {
"label": "HTML"
}
},
"parameters": {
"account": {
"data": {
"scoped": "true",
"connection": "google-restricted"
},
"label": "AI News (duncanrogoff@gmail.com)"
},
"saveAfterSent": {
"label": "No"
}
}
},
"parameters": [
{
"name": "account",
"type": "account:smtp,google-restricted,microsoft-smtp-imap",
"label": "Connection",
"required": true
},
{
"name": "saveAfterSent",
"type": "select",
"label": "Save message after sending",
"required": true,
"validate": {
"enum": [
true,
false
]
}
},
{
"type": "hidden"
}
],
"expect": [
{
"name": "to",
"spec": {
"name": "value",
"type": "email",
"label": "Email address",
"required": true
},
"type": "array",
"label": "To",
"required": true
},
{
"name": "subject",
"type": "text",
"label": "Subject"
},
{
"name": "contentType",
"type": "select",
"label": "Content Type",
"required": true,
"validate": {
"enum": [
"html",
"text"
]
}
},
{
"name": "attachments",
"spec": [
{
"name": "fileName",
"type": "filename",
"label": "File name",
"required": true,
"semantic": "file:name"
},
{
"name": "data",
"type": "buffer",
"label": "Data",
"required": true,
"semantic": "file:data"
},
{
"name": "cid",
"type": "text",
"label": "Content-ID"
}
],
"type": "array",
"label": "Attachments"
},
{
"name": "cc",
"spec": {
"name": "value",
"type": "email",
"label": "Email address"
},
"type": "array",
"label": "Copy recipient"
},
{
"name": "bcc",
"spec": {
"name": "value",
"type": "email",
"label": "Email address"
},
"type": "array",
"label": "Blind copy recipient"
},
{
"name": "from",
"type": "text",
"label": "From"
},
{
"name": "sender",
"type": "text",
"label": "Sender"
},
{
"name": "replyTo",
"type": "text",
"label": "Reply-To"
},
{
"name": "inReplyTo",
"type": "text",
"label": "In-Reply-To"
},
{
"name": "references",
"spec": {
"name": "value",
"type": "text",
"label": "Reference",
"required": true
},
"type": "array",
"label": "References"
},
{
"name": "priority",
"type": "select",
"label": "Priority",
"validate": {
"enum": [
"high",
"normal",
"low"
]
}
},
{
"name": "headers",
"spec": [
{
"name": "key",
"type": "text",
"label": "Key",
"required": true
},
{
"name": "value",
"type": "text",
"label": "Value",
"required": true
}
],
"type": "array",
"label": "Headers"
},
{
"name": "html",
"type": "text",
"label": "Content"
}
]
}
}
]
}
]
}
],
"metadata": {
"instant": true,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"slots": null,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": {
"orphans": []
},
"zone": "us1.make.com",
"notes": []
}
}