Workflow automation & notifications
Keep every job moving—automatically.
Create automatic notifications for every stage of the job. Send predefined email or SMS messages for estimates, art approvals, production milestones, invoices, payments, and more.
One connected workflow
Automatic notifications from estimate to payment.
Keep customers and employees informed as work moves forward—without recreating the same messages or chasing routine follow-ups.
Estimate sent
Send a predefined estimate email or SMS directly from the job.
Estimate approved
Notify the customer and team as the estimate becomes an order.
Art approved
Keep design and production informed when proof approval arrives.
Status updated
Trigger the right message when a job reaches pickup, delivery, or another status.
Invoice & payment
Send invoices, reminders, and payment confirmations automatically.
Notifications
sent
approved
approved
updated
payment
Predefined templates
Set up the message once. Send it at the right moment.
Build reusable notification templates for estimates, art approvals, production, invoices, payments, and more. Use dynamic job fields to make every message specific to the customer and job.
Configure in InfoFlo Print
Choose the event, recipient, subject, and message—then enable the notification when it is ready.
Let AI build or edit it
Use AI to create, revise, and manage your notification content without working through every field manually.
Send from the job
When it is time to send an estimate, the predefined message opens ready for review and delivery.
Status-triggered messages
Turn any status into the right notification.
When a job reaches a chosen status, InfoFlo Print can trigger the notification automatically. For example, send a ready-for-pickup message when production or delivery marks the job ready.
Proactive follow-up
More than workflow updates. Automation that keeps revenue moving.
Stay in touch with customers, collect outstanding balances, and keep inventory on track—without relying on spreadsheets, reminders, or manual follow-up.
Automatic customer follow-up
Bring customers back automatically.
Automatically follow up with customers who have not placed an order within a set period of time. Send emails at 30, 60, 90 days—or any intervals you choose.
Estimate & invoice follow-up
Reminders that stop only when the job is complete.
Set global resend rules for estimates and invoices. Notifications continue until the estimate is accepted or the invoice is paid—then stop automatically.
Monthly statements
Send the right balance to the right AP contact.
Automatically send the monthly statement link to a company’s AP contact, so they can review the balance and pay online without your team sending each statement manually.
Low-stock alerts
Know before low inventory holds up a job.
Automatically alert the right people when inventory reaches its threshold, so reordering can happen before production is affected.
How messages are delivered
Email and SMS, connected to your shop.
Use the delivery channel that makes sense for the message and the customer.
Send through your SMTP
Send email through your own configured SMTP provider for greater control over sender identity and deliverability.
Send SMS with Twilio
Use the InfoFlo Print Twilio integration to send timely text messages alongside your email notifications.
Next step
Keep the customer experience connected.
Let customers act on the notifications you automate—from accepting estimates and approving art to paying invoices and reordering.
Less manual follow-up
Keep customers informed without chasing every job.
See how InfoFlo Print can automate the messages around your workflow while keeping your team in control.