Route billing emails
Tag emails about invoices, refunds or payments, alert the team and let the customer know.
How it works
Every step of the flow, in the order a contact meets it.
Trigger
Email received
Contains “invoice”, “refund” +2
- 1
Tag contact
“billing”
- 2
Notify the team
“Billing email from {{first_name}} is waiting in the inbox.”
- 3
Send DM
Hi {{first_name}}, Thanks! Our billing team has your message and will reply shortly.
Questions
- What happens when I use this flow?
- A copy of the flow is added to your workspace as a draft. Nothing is sent until you connect your account, put in your own links and publish it.
- Can the author see my contacts or messages?
- No. You get your own copy. The author only sees how many teams added the flow, never who they are or what they send.
- Which channel does this flow run on?
- It starts on Email: Email received. You can change any step in the flow editor after adding it.
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