HEY! I'M CHARM

When a contact reaches the Proposal Sent stage in GHL, a webhook fires to Zapier. Zapier filters the trigger, formats the contact data, sends a Docusign envelope pre-filled with the client's details, then updates the GHL contact to confirm the document was sent.

Monitors a Google Drive folder for new audio or video files. Splits into two paths: LinkedIn (long-form professional content) and Facebook (shorter post + AI-generated image via DALL-E). Each published post is logged to Google Sheets.

Triggers the moment a Docusign envelope status changes to Signed. Finds or creates the Stripe customer, generates a Stripe invoice, updates the GHL contact record, and enrolls them in the GHL onboarding workflow — all in under 60 seconds.

Triggers when a Stripe invoice is marked as paid. Creates a recurring Stripe subscription for ongoing monthly billing, updates the GHL contact with the subscription details, tags the contact as 'payment-received,' and sends an internal notification confirming payment.

When a new client submits the GHL onboarding survey, a webhook fires to Zapier. Zapier formats the client name, creates a nested Google Drive folder structure with subfolders, sets sharing permissions, and updates the GHL contact with the Drive folder link.

A complete end-to-end sales automation system. 11 interconnected workflows: 001 New Lead (survey → budget check → booking reminders), 002 Call Booked, 002b Pre-Call Reminders, 003 Call Completed, 003b No-Show Recovery, 004 Proposal Sent, 004b/c/d Proposal Tracking, 005 Closed Won, 006 Closed Lost. Budget disqualification below $1,000 handled automatically.

When an appointment status changes to Confirmed, this workflow adds the 'booked-call' tag, updates the opportunity stage, sends a professional booking confirmation email with the meeting link, removes the contact from the New Lead reminder sequence, and creates a prep task for the team.

Fires the moment an appointment is confirmed. Waits until 24 hours before the call and sends the 24-hour reminder. Waits again until 1 hour before and sends the 1-hour reminder. Both emails include the meeting link and warm preparation instructions.

When an appointment is marked Showed/Completed, this workflow updates the opportunity stage, sends a personalized thank you email recapping the call, creates a 'Prepare Proposal' task with a due date, and removes the contact from the active call workflow.

When marked No Show, this workflow updates the opportunity, sends No Show Email 1, waits 1 day and checks if rebooked. If not — sends No Show Email 2, waits 2 more days, checks again. If still not rebooked, moves to Closed Lost.

Once a proposal is sent, waits 3 days then checks if viewed. If viewed — sends a personalized follow-up. If not — sends a softer nudge. Both branches wait 3 more days and check for signature before routing to the next stage.

When the proposal-viewed tag is added, this branch fires immediately and sends a warm email acknowledging that the prospect is reviewing the proposal — capitalizing on the exact moment they're most engaged.

Triggers when the Client Proposal reaches Signed/Accepted status. Removes the old proposal tag, adds the 'closed-won' tag, and that tag triggers Workflow 005 automatically — signed contract → tag → welcome email + onboarding task.

When the Client Proposal reaches Declined status, removes old tags, adds 'proposal-declined,' sends a warm non-pushy email, waits a set period, then automatically updates the opportunity stage — keeping the pipeline clean.

Triggered by the 'closed-won' tag. Removes previous proposal tags, adds a 'client' tag, sends a warm welcome email, creates an internal 'Send onboarding form' task, and fires an internal notification. Everything happens in under 10 seconds.

When a pipeline stage changes to 'Lost,' removes old tags, adds 'closed-lost,' sends a graceful professional email leaving the door open, and fires an internal team notification.

When a contact reaches the Proposal Sent stage in GHL, a webhook fires to Zapier. Zapier filters the trigger, formats the contact data, sends a Docusign envelope pre-filled with the client's details, then updates the GHL contact to confirm the document was sent.

Monitors a Google Drive folder for new audio or video files. Splits into two paths: LinkedIn (long-form professional content) and Facebook (shorter post + AI-generated image via DALL-E). Each published post is logged to Google Sheets.

Triggers the moment a Docusign envelope status changes to Signed. Finds or creates the Stripe customer, generates a Stripe invoice, updates the GHL contact record, and enrolls them in the GHL onboarding workflow — all in under 60 seconds.

Triggers when a Stripe invoice is marked as paid. Creates a recurring Stripe subscription for ongoing monthly billing, updates the GHL contact with the subscription details, tags the contact as 'payment-received,' and sends an internal notification confirming payment.

When a new client submits the GHL onboarding survey, a webhook fires to Zapier. Zapier formats the client name, creates a nested Google Drive folder structure with subfolders, sets sharing permissions, and updates the GHL contact with the Drive folder link.

A complete end-to-end sales automation system. 11 interconnected workflows: 001 New Lead (survey → budget check → booking reminders), 002 Call Booked, 002b Pre-Call Reminders, 003 Call Completed, 003b No-Show Recovery, 004 Proposal Sent, 004b/c/d Proposal Tracking, 005 Closed Won, 006 Closed Lost. Budget disqualification below $1,000 handled automatically.

When an appointment status changes to Confirmed, this workflow adds the 'booked-call' tag, updates the opportunity stage, sends a professional booking confirmation email with the meeting link, removes the contact from the New Lead reminder sequence, and creates a prep task for the team.

Fires the moment an appointment is confirmed. Waits until 24 hours before the call and sends the 24-hour reminder. Waits again until 1 hour before and sends the 1-hour reminder. Both emails include the meeting link and warm preparation instructions.

When an appointment is marked Showed/Completed, this workflow updates the opportunity stage, sends a personalized thank you email recapping the call, creates a 'Prepare Proposal' task with a due date, and removes the contact from the active call workflow.

When marked No Show, this workflow updates the opportunity, sends No Show Email 1, waits 1 day and checks if rebooked. If not — sends No Show Email 2, waits 2 more days, checks again. If still not rebooked, moves to Closed Lost.

Once a proposal is sent, waits 3 days then checks if viewed. If viewed — sends a personalized follow-up. If not — sends a softer nudge. Both branches wait 3 more days and check for signature before routing to the next stage.

When the proposal-viewed tag is added, this branch fires immediately and sends a warm email acknowledging that the prospect is reviewing the proposal — capitalizing on the exact moment they're most engaged.

Triggers when the Client Proposal reaches Signed/Accepted status. Removes the old proposal tag, adds the 'closed-won' tag, and that tag triggers Workflow 005 automatically — signed contract → tag → welcome email + onboarding task.

When the Client Proposal reaches Declined status, removes old tags, adds 'proposal-declined,' sends a warm non-pushy email, waits a set period, then automatically updates the opportunity stage — keeping the pipeline clean.

Triggered by the 'closed-won' tag. Removes previous proposal tags, adds a 'client' tag, sends a warm welcome email, creates an internal 'Send onboarding form' task, and fires an internal notification. Everything happens in under 10 seconds.

When a pipeline stage changes to 'Lost,' removes old tags, adds 'closed-lost,' sends a graceful professional email leaving the door open, and fires an internal team notification.