We received your request, {{customer_name}}
Template new-opportunity-ack
Acknowledge a newly captured opportunity so it never goes cold.
Placeholders: customer_name company_name service_type response_window phone rep_name
Event routing rules
| Event | Template | When it fires |
|---|---|---|
opportunity.created |
new-opportunity-ack |
A new opportunity/lead was captured — acknowledge it immediately. |
lead.created |
new-opportunity-ack |
Alias: a new lead record was created. |
quote.sent |
quote-follow-up |
A quote/estimate went out — schedule the follow-up nudge. |
deal.quoted |
quote-follow-up |
Alias: a deal moved to the quoted stage. |
appointment.booked |
booking-confirmation |
A service appointment was booked — confirm the details. |
booking.confirmed |
booking-confirmation |
Alias: a booking was confirmed in the CRM. |
call.completed |
cold-call-follow-up |
An outbound/first-contact call finished — send the recap and next step. |
lead.contacted |
cold-call-follow-up |
Alias: a lead was marked contacted after a call. |
Templates
Following up on your {{service_type}} quote
Template quote-follow-up
Follow up on a quote that has been sent but not yet accepted.
Placeholders: service_type customer_name quote_date quote_amount quote_valid_until phone rep_name company_name
Your appointment with {{company_name}} is confirmed
Template booking-confirmation
Confirm a booked service appointment with the details the customer needs.
Placeholders: company_name customer_name service_type appointment_date appointment_window technician_name phone
Following up from our call, {{customer_name}}
Template cold-call-follow-up
Recap and next step after an outbound or first-contact call.
Placeholders: customer_name service_type next_step phone rep_name company_name
API
| Method & path | Body | Behaviour |
|---|---|---|
GET /api/automation/rules | — | Rules + templates + connection state (JSON). |
POST /api/automation/email/preview | { event, data } | Renders the routed template. Never sends. |
POST /api/automation/email/send | { event, data, to } | Sends via Zoho. 503 when HVAC_ZOHO_CRM_TOKEN is unset. |