Automations
Put the follow-up on autopilot.
Build workflows that fire off real events, an estimate goes out, a payment lands, a job wraps, and let RevCore send the text, the email, or the next task. The busywork runs itself.
The builder
Build a workflow like you'd explain it.
Start from a trigger, add a wait, branch on a condition, and pick an action. It reads like a sentence, so you can automate a follow-up in minutes without a developer or a third-party tool.
- Triggers that matter. Lead received, estimate sent, payment received, status changed.
- Waits and branches. Wait three days, then act only if they haven't signed.
- Real actions. Send a text or email, create a task, or notify the crew.
What you can automate
The follow-ups you keep meaning to do.
Chase the quote without lifting a finger.
When an estimate sits unsigned, RevCore follows up on a cadence you set, so warm quotes don't go cold while you're on a roof.
- Time-based: follow up 3 days after sending, then again later
- Condition-aware: stop the moment they sign
- On-brand: your voice, your timing, every time
“We turned on one follow-up workflow and our close rate climbed. Quotes that used to die in the inbox get a nudge now, automatically.”
Why it matters
The work that gets you paid, never forgotten.
fires off real activity
warm quotes stay warm
asked automatically
it runs itself
“Automations gave me back my evenings. The follow-ups, the review requests, the payment reminders, they all just happen now, and they happen on time.”
Composite operator based on early-access usage. Outcomes are illustrative; individual results vary.
Everything included
Everything you need to automate the busywork.
Automation questions.
Still wondering if RevCore fits your crew? Talk to our team →
What can trigger a workflow?
Real events in RevCore, like a lead received, an estimate sent, a payment received, or a job status change. You pick the trigger, the conditions, and the actions that follow.
Do I need Zapier or a developer?
No. The workflow builder is visual and built into RevCore, so you can automate follow-ups, texts, and tasks yourself without a separate tool or any code.
Can automations send texts?
Yes. Workflows can send SMS as well as email. Outbound texting is available on plans that include SMS, so check pricing for the details on your tier.
Can I see what the automations actually did?
Yes. Every run is logged with its steps and result, so you can trust what's firing, catch anything that errored, and update a workflow without disrupting runs already in progress.