Send SMS to lapsed appointment customers, notify reps

Your completed appointments without signed contracts linger in CRM and homeowners go uncontacted. It sends a brief re-engagement SMS and alerts the rep so outreach happens same day.

Workflow preview:

Zap details:

Overview

Completed-but-not-signed appointments are a high-risk, cold-pipeline source; left unattended they erode conversion without anyone noticing. This flow sends a targeted SMS to homeowners and emails the assigned rep so re-engagement happens same day and reps have message context.