Introducing pipelines & automations
A quick introduction to two key concepts in Payaca's software
Matt Franklin avatar
Written by Matt Franklin
Updated over a week ago

Welcome to Payaca! In this article, we will introduce you to two key concepts that can help streamline your business: customer journey pipelines and automations.

Customer journey pipelines

First, let's talk about customer journey pipelines. These are visual representations of the different stages of a project or task. Think of it like a to-do list, but broken down into specific steps. For example, if you run a business that provides installations, you might create a pipeline that includes stages like "job booked", "order parts", and "installation complete". This way, you can easily see where a particular job is in the process and what needs to be done next.

You can create custom pipelines for different types of work, like installations, services, repairs, and more. Each pipeline can have its own set of custom stages, so you can track the progress of each job in a clear and organised way.


The second key concept is automations. These allow you to set up triggers, conditions, and actions based on certain events. For example, you can set up an automation that sends a welcome email to a customer when a new deal is created, or sends an SMS reminder when a job is scheduled for the same day. You can also use tags to make sure the right message goes to the right person at the right time.

With Payaca, you have the flexibility to create your own automations, or you can use our pre-built templates to get started quickly. The possibilities are endless, and automations can help make your business more efficient and run smoother.


In summary, Payaca's customer journey pipelines and automations can help you streamline your business by giving you a clear view of your workflow and automating repetitive tasks. If you have any questions, please feel free to reach out to our support team for assistance.

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