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
What this workflow includes
- 1accounts
- 2if_else
- 3reply
- 4end
- 5board_task
Template 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. Yes → Reply (confirmation) → Board Task (handoff) → Finish. 5. No → Finish. 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.