Installation booking approvals through chat

A form booking goes to botHelp for approval, and on the team's decision the scenario emails the client itself — a confirmation or a reschedule request.

  • One-click approval right in botHelp
  • The right email goes to the client immediately
  • Confirmation and reschedule — both cases covered
  • No manual forwarding of bookings
n8n Form
Set it upScriptera

How it works

To pass leads from botHelp to Gmail automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Form Trigger: Installation Booking
  2. Then: Set Fields: Configuration Variables
  3. Then: Slack: Request Approval
  4. Check: If: Check Approval Status
  5. If yes: Gmail: Send Confirmation Email
  6. If no: Gmail: Send Reschedule Email

You can launch this botHelp + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios