Automation Template Library
53 ready-made flow templates run natively in Conviro — no extra subscription required. Plus production-ready workflows for n8n, Zapier, and Make when you need to reach further.
Flow Automation, built into Conviro
Drag-and-drop builder with triggers, conditions, actions, integrations and sticky notes. Start from 53 ready-made templates or build your own — all running inside your chatbot, no n8n/Zapier/Make subscription required.
Trigger
New message contains "pricing"
Condition
Business hours? → yes / no
Action
Ask team size + budget, save lead, route to sales
Integration
Push to HubSpot + alert #sales on Slack
Visual flow builder
Drag nodes, draw connections, see your automation at a glance.
53 ready-made templates
Lead capture, qualification, e-commerce, support triage, onboarding.
Native integrations
WooCommerce, Shopify, Magento, HubSpot, Slack — without leaving Conviro.
No extra subscription
Included in every paid plan. Skip the n8n/Zapier seat cost.
Templates organized by goal
Click any category to see its templates in the dashboard.
Included in every paid plan. Free trial — no credit card.
Also available
Trigger external workflows on n8n, Zapier, and Make
For automations that live outside Conviro — data warehouses, custom internal tools, multi-app pipelines — these production-ready templates wire Conviro events into your existing automation stack.
23 workflow(s) found
Industry-Specific Templates
Pre-configured workflow bundles and knowledge base topics optimized for your industry.
E-Commerce
Order tracking, returns, product recommendations, abandoned cart recovery, and inventory-aware responses.
Recommended Workflows
- Abandoned cart recovery chat
- Product catalog sync (Shopify/WooCommerce)
- Order status webhook to session context
- Post-purchase follow-up email
- CSAT to loyalty program
KB Topics to Add
SaaS & Technology
Trial-to-paid conversion, feature questions, billing support, bug reporting, and product onboarding.
Recommended Workflows
- High-intent visitor to sales Slack alert
- Trial user to CRM pipeline
- Bug report to Jira/Linear ticket
- CSAT-based upsell trigger
- Weekly usage report email
KB Topics to Add
Healthcare & Clinics
Appointment booking, insurance questions, symptom triage routing, HIPAA-aware responses, and patient intake.
Recommended Workflows
- New inquiry to CRM patient record
- Escalation to medical staff alert
- Appointment request to calendar
- After-visit CSAT survey
- Insurance FAQ auto-responses
KB Topics to Add
Education
Course inquiries, enrollment support, student FAQ, admission process guidance, and scholarship information.
Recommended Workflows
- Inquiry to admissions CRM
- Course interest to email nurture
- Escalation to advisor
- Application status updates
- Event registration sync
KB Topics to Add
Real Estate
Property inquiries, viewing scheduling, mortgage calculator, neighborhood info, and agent assignment.
Recommended Workflows
- Property inquiry to CRM lead
- Viewing request to calendar + agent alert
- Follow-up email with listings
- High-value lead to broker SMS
- Weekly lead report
KB Topics to Add
Restaurants & Food
Menu inquiries, reservation handling, delivery status, allergen info, and special event booking.
Recommended Workflows
- Reservation request to booking system
- Catering inquiry to sales alert
- Delivery complaint to manager
- CSAT to Google review request
- Menu update to KB sync
KB Topics to Add
Travel & Hospitality
Booking inquiries, itinerary support, cancellation handling, local recommendations, and loyalty program info.
Recommended Workflows
- Booking inquiry to reservation system
- Cancellation request to refund workflow
- Check-in reminder automation
- Post-stay review request
- VIP guest alert to concierge
KB Topics to Add
Webhook Events Reference
All workflows use these webhook events. Configure them in Settings.
lead.createdLead Created
lead.capturedLead Captured
session.startedSession Started
session.closedSession Closed
session.escalatedEscalated
message.newNew Message
handoff.requestedHandoff
csat.submittedCSAT Submitted
csat.receivedCSAT Received
ai.failedAI Failed
ticket.createdTicket Created
ticket.resolvedTicket Resolved
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