Help fixing confirmation texts after lead status changes
Hi,
Our automated text that sends customers their receipt/order link appears to have stopped after we updated our lead statuses in InflatableOffice around October 20.
We renamed “Confirmed” to “Deposit Paid” and added “Confirmed – Paid in Full.” Could you check whether those changes affected the trigger for “🟡 B: Post Booking 1 - Confirmation/Thank You”?
Here’s what we found:
- The confirmation SMS workflow is published, but its latest enrollment was October 19.
- Joslyn Ware, lead #80602913, paid her $372.67 balance in full and signed her contract on October 28.
- IO successfully sent her payment and confirmation updates to Event Hawk.
- Her Event Hawk contact has the “confirmed – paid in full” tag, but she did not enter the confirmation workflow or receive the text.
It looks like the upstream trigger may still expect the old status/tag. That trigger is locked on our side, so we couldn’t verify its conditions.
Could you investigate and update the automation so regular rental customers receive the text once they’ve paid in full and signed their contract? Please keep our Christmas-light workflow separate.
Please also confirm a successful test and help identify any missed confirmations since October 20 so we can address those without sending duplicates.
Thank you!
The same question
What is the name of the automation in Io that we are sending to event hawk that the status is updated?
What is the name of the automation in Io that we are sending to event hawk that the status is updated?
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