# Sales Workflows

These recipes automate common sales tasks so your team spends less time on admin and more time closing deals. Each one is ready to deploy — just customize the email addresses and messages to match your business.

## New Lead Email Notification

**Difficulty:** Beginner | **Blocks:** 2

When a new Lead is created, your sales team gets an email with the lead's name, company, email, phone number, and source. No more checking the system every hour for new leads — they come straight to your inbox.

### How it works

1. A new Lead record is created (by a web form, manual entry, or import).
2. An email is sent to your sales team with the lead details.

### What to customize

* Change the recipient email to your actual sales team address.
* Edit the email message to match your company's tone.

## Quote Follow-Up Reminder

**Difficulty:** Beginner | **Blocks:** 3

When a Quotation is created, the system waits 3 days and then automatically sends a follow-up email to the customer. This keeps your quotes from going cold without anyone having to remember to follow up.

### How it works

1. A new Quotation is created.
2. The system waits 3 days.
3. A follow-up email is sent to the customer asking if they are ready to move forward.

### What to customize

* Change the wait time (the delay block) if you want to follow up sooner or later.
* Edit the email message and subject line.
* Make sure the customer's email field is mapped correctly.

## Sales Order Auto-Invoice

**Difficulty:** Intermediate | **Blocks:** 4

When a Sales Order is submitted and the total is greater than zero, the system automatically creates a Sales Invoice and notifies your accounts team. This eliminates the manual step of creating invoices from approved orders.

### How it works

1. A Sales Order is submitted (approved).
2. The system checks if the total is greater than $0.
3. If yes, a Sales Invoice is created automatically.
4. Your accounts team gets a notification that the invoice was created.

### What to customize

* Change the notification recipient to your actual accounts team user.
* Adjust the condition threshold if you want to set a minimum amount.
* Edit the notification message.

![deployed workflow](/files/f31P9R1yYBZ7RSb2G2Om)

## Related pages

* [What Are Recipes?](/workflow-automation/workflow-builder/recipes.md)
* [Operations Workflows](/workflow-automation/workflow-builder/recipes/operations-workflows.md)
* [Send Email](/workflow-automation/workflow-builder/actions/send-email.md)
* [Create Records](/workflow-automation/workflow-builder/actions/create-records.md)


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