01
Template library
Create branded, rich-HTML email templates once and reuse them across every automation - or send them manually when you need to.
Email automations
Let the follow-ups run themselves
Build branded email templates and let Pipeline send them automatically when a quote is sent, a job completes, an invoice falls overdue or a tag is added. Set it once and stop chasing.
The benefits, at a glance
- Reusable, rich HTML email templates
- Trigger on quote, invoice, lead and job events
- Tag-based automations for customers and records
- Enable, disable, preview and test any automation
- Attach files to automated emails
Inside automations
02
Event-based sending
Fire emails automatically on the moments that matter: quote sent, quote accepted, job booked, job completed, invoice sent or invoice overdue.
03
Tag-based automations
Adding a tag to a customer, lead, quote, job or invoice can kick off its own email flow - perfect for onboarding, nurture and win-back sequences.
04
Preview, test & control
Preview and send test emails, add attachments, and switch any automation on or off. System templates keep the essentials covered out of the box.
Explore the rest of Pipeline
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