Automate the follow-ups you keep forgetting
Set rules once and let Cretia handle the repetitive work. With Flows you build visual automations that send customer updates and reminders, wait, check conditions and run actions, with a full history of every run.
Most small businesses run on small, repetitive tasks: tell the customer the technician is on the way, remind them of tomorrow's visit, chase an invoice that is about to fall due. Each one takes a minute, and each one gets forgotten on a busy day. Flows turns them into rules you set once: when this happens, check that, then do this.
A flow starts from a trigger: something happens to a service (it is created, the team is on the way, they arrive, it is completed), a record changes, a date approaches, or a schedule fires at the time you choose. From there you can add conditions, such as only for a given customer or only on weekdays, wait a set time or until before or after the service date, and then act: send an email, send a WhatsApp message from an approved template, or run an action in Cretia on your behalf.
You build flows visually on a canvas in the web app, and you can test one against a real record before enabling it. Once it is on, each run keeps a history with the result of every step, so an unsent message is never a mystery. Flows work with the rest of your modules: they read your services and customers and can message people through the same channels as the communication module.
What We Offer
Flexible triggers
Start from a service event, a record change, an approaching date or a schedule in your time zone.
Conditions, waits and loops
Branch on conditions, wait a set time or until before or after the service date, and repeat steps over a list.
Real actions
Send emails and WhatsApp messages, or run actions in Cretia on your behalf.
Test and history
Test against a real record, then review the result of every step of every run.
Key Benefits for Your Business
Less manual follow-up
Customer updates, reminders and follow-ups go out on their own, the same way every time, without someone remembering to send them.
Full visibility
Every run is logged step by step, so you can see what was sent, to whom and why something failed.
Safe to try
Test a flow against a real record before turning it on, so you never find out a mistake from your customer.
Frequently Asked Questions
Do I need technical knowledge to create a flow?
No. You assemble a flow visually: pick a trigger, add the steps you want and connect them. Each step has a short form, and you can test the flow before turning it on.
What can a flow send?
You can send emails and WhatsApp messages. WhatsApp messages use approved templates, such as the en-route, arrived, completed and reminder notices for a service.
What happens if a step fails?
Each run keeps a history with the status of every step and any error. A step can be set to stop the run or to continue if it fails.
Where can I build flows?
Flows are built in the web app. Once active, they run on their own no matter where your team uses Cretia.
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