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Automations · the Zapier alternative, included in SoloWOS

Automations for freelancers

One sentence per rule: when this happens, wait, then do that.

Each automation reads like a sentence: when someone fills in a form, books a call, opens a proposal or pays an invoice, wait as long as you want, then email them, move them to a pipeline stage, add a task or notify you. Start from a template in one click and edit the words.

14 days free, no card needed · Then Basic for $2/month · all 13 tools included

Product preview · sample data

IN SHORT

With SoloWOS Automations, freelancers and solopreneurs can automate client follow-ups. It covers what most people use Zapier for, and works on its own or alongside the other 12 SoloWOS tools. It isn't sold separately: Basic includes 2 automations turned on at a time for $2/month, and Solo includes unlimited automations (emails count toward the monthly email limit) for $15/month. Team costs $35/month for up to 3 users.

Prices and limits as of .

How Automations works

  1. 1

    Pick a template or a trigger

  2. 2

    Set the wait

  3. 3

    Write the email or pick the action

  4. 4

    Turn it on and check the run log

What you can do with Automations

12 triggers

Form submitted, link page signup, meeting booked, no-show, proposal sent, opened, accepted or declined, document signed, invoice sent or paid, and pipeline stage changed.

4 actions

Email the contact, move them to a pipeline stage, create a task on a board, or notify you. Up to two actions per automation.

Waits and “only if still”

Wait minutes, hours or up to 90 days. For follow-ups, skip the action if the proposal was answered or the invoice was paid in the meantime.

Templates

Thank new leads, follow up on proposals, ask for a review after payment and rebook no-shows. Each one is ready to turn on.

Loop guard

An automation runs at most 3 times per contact in 24 hours, so a mistake can't flood a client's inbox.

How Automations connects to the other tools

None of this is required. If you also use these tools, Automations already works with them:

Automations on every plan, from $2/month

  • Basic ($2/month): 2 automations turned on at a time.
  • Solo and Team run every automation you turn on.
  • Need more? Solo raises it to unlimited automations (emails count toward the monthly email limit) for $15/month, or $7.50/month paid yearly.
Every plan limit

Included in SoloWOS

Automations isn't sold on its own. It's one of 13 tools in every plan, including Basic at $2/month. Solo is $15/month and Team is $35/month, with published limits.

What Automations doesn't do

Automations covers the everyday jobs people use Zapier for, and leaves out the rest on purpose. It doesn't have:

  • Multi-step sequences or branching
  • SMS or WhatsApp messages
  • Triggers from apps outside SoloWOS (use the API and webhooks)
  • More than 2 automations turned on at once on the Basic plan (Solo and Team have no limit)

Zapier is a trademark of its owner. SoloWOS is not affiliated with or endorsed by Zapier.

Automations questions

How is this different from Zapier?
Zapier connects thousands of apps. SoloWOS Automations only works with what happens inside SoloWOS, which is why setting one up is a sentence, not a flowchart. To reach other apps, use the SoloWOS API and webhooks with Zapier or Make.
Is it simpler than Dubsado workflows?
It does less. There are no multi-step sequences or branches: one trigger, an optional wait and up to two actions. Most freelancers need four or five of these, not a workflow builder.
Do automated emails count toward my plan?
Yes. They count toward the emails we send for you each month: 300 on Basic, 1,500 on Solo and 5,000 on Team. Basic runs up to 2 automations at a time; Solo and Team run every one you turn on.
Is Automations sold separately?
No. Automations comes with every SoloWOS plan, including Basic, along with the other 12 tools. Basic costs $2/month and includes 2 automations turned on at a time. Solo is $15/month for one user with unlimited automations (emails count toward the monthly email limit), and Team is $35/month for up to 3 users. Every limit is published.
Can I use Automations without the other tools?
Yes. Automations works on its own, and you never have to open the other tools. Connecting it to them is optional.

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Guides and comparisons

Automations, plus 12 more tools, for $15/month

14 days free, no card needed · Then Basic for $2/month.

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