Choose a trigger
Start from the business event or scheduled check that should begin the process. Configure its conditions before adding a message.
Workflow automation / AxiomBlue
Workflow email automation for trade businesses
Build a workflow for a repeatable email task, such as following up a quote or checking an unpaid invoice. AxiomBlue Professional supports configured triggers, conditions, delays and actions. Review recipients and timing, test the exceptions and enable the workflow when it behaves as intended. Scheduled execution runs on the server; you do not need to keep the portal open.
Choose when the routine should run, then check what it actually sends.
Plan fit: Workflow automation requires Professional and a configured, enabled workflow. The monthly first seat is $59 AUD excluding GST; additional seats receive graduated discounts. SMS uses purchased business credits; external services may have their own setup and charges. Compare plans →
The part of your day this changes
Small follow-ups become a big to-do list.
Good intentions are easy to lose on a busy day. A configured workflow gives a repeated action a trigger, conditions and a next step, so the team can spend less time starting the same process again.
Review timing deliberately
Use supported scheduling or delay settings for the workflow. Confirm the relevant time zone and check execution logs; scheduled processing is not a promise of an exact send minute.
Test the exceptions
Try the normal case and changed records, such as an accepted quote or a paid invoice, before enabling follow-up for customers.
Picture it in your business / Example
A quote follow-up after a chosen wait.
Configure a quote follow-up and its wait, then test the recipient and quote state before enabling it. Try an accepted quote as well as one still awaiting a response. Review the execution and delivery result instead of assuming a delay by itself prevents an inappropriate follow-up.
Where to find it
Workflows → All Workflows → Templates
Workflows → All Workflows → Templates
A practical starting point
- 01
Choose the task
Pick one repeat email and name the person responsible for reviewing it.
- 02
Configure the workflow
Set the trigger, conditions, recipient and supported delay or schedule. Check the time zone used by the relevant setting.
- 03
Test the outcomes
Use normal, already-resolved and changed-record cases. Review the run log and actual message.
- 04
Enable and monitor
Enable the tested workflow on Professional and review failed runs and exceptions.
Know what’s included
The right plan for the way you work.
Workflow automation requires Professional and a configured, enabled workflow. The monthly first seat is $59 AUD excluding GST; additional seats receive graduated discounts. SMS uses purchased business credits; external services may have their own setup and charges.
Compare plans, limits and pricing →Check the workflow in detail
Choose the guide for the decision ahead.
Explore the detail
What you can work with.
- Workflow templates and suites
- Visual workflow builder
- Event and scheduled triggers
- Conditions and delays
- Email and SMS actions
- Execution history and testing
- Webhook and data actions
Availability varies with plan, permissions and enabled features. Check plan inclusions.
See how this fits: make it work your way →Before you get started
A few useful answers.
Have a specific workflow in mind? Talk it through with us.
Can workflow emails run outside business hours?
Configured server workflows can run without the portal being open. Use supported schedule or delay settings and test the time zone and actual send result. There is no universal business-hours switch or guarantee of an exact delivery minute; a workflow delay alone does not establish every timing rule.
Does automation run as soon as I sign up?
No. Workflows require Professional and a configured, enabled process. Review its conditions, recipients and timing and test exceptions before using it for live work.
Can I delay an email until a chosen time?
The delay handler supports a fixed wait, a chosen time or a date field, depending on the workflow configuration. Check the time zone used for an until-time delay and inspect a test run before relying on it.
Are SMS messages included?
SMS uses purchased business credits. Check the available credits, recipients and message settings before enabling an SMS workflow.
Keep the work connected
See the next part of the picture.
Considering a switch?
Check the fit before
moving your business.
Use a familiar job to compare the way you work today with the way Axiom Blue handles it.
- 1. Follow a job in the demo
Check the quote, schedule, job record and invoice. Look for the details your team needs.
- 2. Check your plan and team cost
Compare usage limits, paid seats and specialist features. See plans and pricing →
- 3. Confirm your move
Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.
Make the next step a small one
Put a familiar job
through its paces.
You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.
Free plan has usage limits. No time limit. No credit card.
- 01
Price the work
Try a quote like one you send every week. Check the detail your customer will see.
- 02
Follow it through the day
Explore a job, its crew, time and materials. Look for the information you usually chase.
- 03
Check the fit and the price
Compare the features and limits you need. See plans and inclusions →