Every form you create in Breely comes with built-in automation options — so you can send emails, texts, or connect with other tools automatically at just the right time.
Whether you want to confirm appointments, send reminders, follow up after a meeting, or ping your CRM, Automations make it easy to get things done without any manual work.
Automation Actions
Breely Automations offer a variety of actions to suit your needs:
Sending Email: Craft stunning, personalized emails using our full WYSIWYG (What You See Is What You Get) editor. You can dynamically insert data from your forms and events, such as appointment details, client names, or custom field information, ensuring every message is relevant and tailored.
Sending Text Message: Quickly send essential information via SMS. Choose from a variety of pre-set messages for common scenarios.
Webhook: For advanced users, webhooks allow you to connect Breely with other applications and services. You can configure a POST URL and body, enabling seamless data transfer and integration with your existing tools.
You can even set up multiple actions for one trigger. Send an email, a text, and update your CRM automatically, all from one event.
Automation Triggers
Automations kick in at key moments in your appointment process:
After scheduling: Perfect for instant confirmations or welcome notes.
Before the appointment: Great for reminders or "don't forget" messages. You can even choose how far in advance!
After it's done: Send follow-ups, thank yous, or ask for reviews.
After rescheduling: Keep everyone in the loop when plans change.
After canceling: Confirm cancellations or offer rebooking options.
Automation Conditionals
Want your automation to only run in certain situations? You can add conditionals based on any form or appointment data.
Example:
Only send a follow-up email if the person’s email contains @breely.com.
Only trigger a webhook if the appointment type is demo.
With conditionals, you get more control and flexibility to tailor your automations just how you want them.