# Automations & Workflows

The **Automations & Workflows** module is where Drip CRM turns time-consuming manual processes into streamlined, automated systems. With workflows, you can nurture leads, send reminders, assign tasks, and personalize communication — all without lifting a finger.


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## ⚡ Triggers

A workflow starts with a **trigger** — an event that sets everything in motion.

Common triggers include:

* A new contact is added.
* A form or survey is submitted.
* An appointment is booked or canceled.
* A tag is applied to a contact.
* A missed call occurs.


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## 🔄 Actions

After a trigger fires, **actions** define what happens next.

Examples:

* Send an SMS or email.
* Add or remove a tag.
* Move contact to a pipeline stage.
* Assign lead to a team member.
* Create a task or reminder.
* Add delay steps (e.g. wait 1 day before next message).


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## 🧩 Conditions & Logic

Use conditions to build **personalized journeys**:

* *If* the contact has tag “VIP,” send a personal message.
* *If* the appointment is canceled, trigger a reschedule sequence.
* *Else*, continue down the standard path.


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## 🎯 Templates

Drip CRM includes pre-built workflow templates you can use right away:

* **Missed Call Text Back**
* **New Lead Nurture**
* **Appointment Reminders**
* **Review Requests**


:::tip
***Pro Tip****: Start with a template, then customize it to match your business needs.*

:::


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## 📌 Example Use Case

A home cleaning service sets up a **New Lead Workflow**:


1. **Trigger**: New contact added from website form.
2. **Action 1**: Send a welcome SMS.
3. **Action 2**: Wait 1 day.
4. **Action 3**: Send email with pricing guide.
5. **Action 4**: Assign lead to sales pipeline stage *Qualified*.
6. **Action 5**: Notify sales rep.


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## ✅ Next Step

Now that you know how to automate, let’s look at how to scale communication. Continue to **Core Modules → Campaigns** to learn how to send SMS and email campaigns to your contact lists.