Order Request Auto-Reply & Sales Handoff

Detects order intent in incoming messages, sends a friendly confirmation, and opens a board task for your sales team to follow up.

Category: Message Reply Nodes: 5 Connections: 5
Order Request Auto-Reply & Sales Handoff

What this workflow includes

#1 accounts
Accounts
#2 if_else
If_else
#3 reply
Reply
#4 end
End
#5 board_task
Board_task

Workflow overview

What it does

Converts “I want to buy / can I order?” messages into trackable sales tasks. The flow replies instantly and creates a board card with the message context.

Build steps

  1. Accounts: Select where the flow will run.
  2. Condition: If: Message • Status: Contains value • Values (examples): order, place order, buy, purchase, I want to buy.
  3. Working Hours: 00:00–23:59 (always on).
  4. YesReply (confirmation) → Board Task (handoff) → Finish.
  5. NoFinish.

Board task template

  • Title: New order intent – {{name}} ({{platform}})
  • Description: include original message {{message_text}}, profile link, and timestamp.
  • Priority: Medium (adjust as needed).
  • Category: Automation.

Template Details

  • Nodes: 5
  • Connections: 5
  • Last updated: 2025-11-02 19:51:15
Use this template
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