Example Pipelines

These examples show complete automation pipelines for real business scenarios. Each one includes the trigger configuration, every step in order, and the exact field mappings you would use. Adapt them to your own Scripts, CRM fields, and business rules.

Appointment Reminder with Confirmation

Industry: Healthcare, Professional Services, Automotive Scenario: 24 hours before a scheduled appointment, call the patient or client to confirm. If they confirm, update the CRM. If they cancel or don’t answer, alert the team. Trigger: Inbound Webhook (fired by your scheduling system or a cron-based integration) Webhook payload:

{
  "phone": "+61400222333",
  "first_name": "Sarah",
  "last_name": "Chen",
  "email": "sarah@example.com",
  "appointment_date": "2026-03-07",
  "appointment_time": "10:30 AM",
  "provider_name": "Dr. Williams",
  "crm_id": "apt-9921"
}

Steps

Step 1 — Transform

Source	Target
`trigger.phone`	`contact.phone_number`
`trigger.first_name`	`contact.first_name`
`trigger.last_name`	`contact.last_name`
`trigger.email`	`contact.email`

Step 2 — Upsert Contact

Match on: phone_number

Step 3 — Upsert Object

Object type: appointment
Match on: appointment_id = trigger.crm_id
Link to contact: Yes

Source	Target
`trigger.crm_id`	`appointment_id`
`trigger.appointment_date`	`date`
`trigger.appointment_time`	`time`
`trigger.provider_name`	`provider`

Step 4 — Create Call

Script: Appointment Reminder Script
Phone: contact.phone_number

--- after call completes --- Step 5 — Condition: Did the contact confirm?

Field: call.structured_data.confirmed
Operator: eq
Value: true

On true: Step 5a — Destination: Webhook (update CRM status to “Confirmed”)

URL: https://your-system.example.com/api/appointments/confirm
Method: POST
Body:

{
  "appointment_id": "{{objects.appointment.appointment_id}}",
  "status": "confirmed"
}

On false: Step 5b — Destination: SMS to team

SMS type: team
Template:

Appointment not confirmed: {{contact.full_name}} for {{objects.appointment.date}} at {{objects.appointment.time}} with {{objects.appointment.provider}}. Call status: {{call.status}}.

Lead Qualification from Web Form

Industry: SaaS, Financial Services, Education Scenario: A prospect fills out a form on your website. Voxworks calls them within minutes to qualify the lead, then routes qualified leads to your sales team and updates your CRM. Trigger: Inbound Webhook (fired by your form builder — Typeform, HubSpot Forms, or a custom form) Webhook payload:

{
  "phone": "+61400555666",
  "first_name": "Marcus",
  "last_name": "Rivera",
  "email": "marcus@company.com",
  "company": "Acme Corp",
  "interest": "Enterprise plan",
  "source": "pricing_page",
  "hubspot_contact_id": "hs-12345"
}

Steps

Step 1 — Transform

Source	Target
`trigger.phone`	`contact.phone_number`
`trigger.first_name`	`contact.first_name`
`trigger.last_name`	`contact.last_name`
`trigger.email`	`contact.email`

Step 2 — Upsert Contact

Match on: email

Step 3 — Upsert Object

Object type: hubspot_contact
Match on: contact_id = trigger.hubspot_contact_id
Link to contact: Yes

Source	Target
`trigger.hubspot_contact_id`	`contact_id`
`trigger.company`	`company`
`trigger.interest`	`interest`
`trigger.source`	`lead_source`

Step 4 — Create Call

Script: Lead Qualification Script
Phone: contact.phone_number

--- after call completes --- Step 5 — Transform: Map call results

Source	Target
`call.call_summary`	`notes`
`call.structured_data.qualified`	`is_qualified`
`call.structured_data.budget_range`	`budget`
`call.structured_data.timeline`	`timeline`
`call.structured_data.decision_maker`	`is_decision_maker`
`objects.hubspot_contact.contact_id`	`contact_id`

Step 6 — Destination: Webhook (update CRM with qualification data)

URL: https://your-api.example.com/leads/qualify
Method: POST
Body:

{
  "contact_id": "{{mapped.contact_id}}",
  "qualified": "{{mapped.is_qualified}}",
  "budget": "{{mapped.budget}}",
  "timeline": "{{mapped.timeline}}",
  "decision_maker": "{{mapped.is_decision_maker}}",
  "summary": "{{mapped.notes}}"
}

Step 7 — Condition: Is the lead qualified?

Field: call.structured_data.qualified
Operator: eq
Value: true

On true: Step 7a — Destination: Email to team

To: team
Members: Sales team members
Subject: Qualified lead: {{contact.full_name}} at {{objects.hubspot_contact.company}}
Body:

New qualified lead from {{objects.hubspot_contact.lead_source}}.

Contact: {{contact.full_name}} ({{contact.email}})
Company: {{objects.hubspot_contact.company}}
Budget: {{call.structured_data.budget_range}}
Timeline: {{call.structured_data.timeline}}

Call summary:
{{call.call_summary}}

On false: Step 7b — Destination: Email to contact

Subject: Thanks for your interest, {{contact.first_name}}
Body:

Hi {{contact.first_name}},

Thanks for chatting with us. Based on our conversation, it sounds like the timing might not be right just yet.

We'll keep you updated on new features and pricing options. In the meantime, feel free to reach out if anything changes.

Best regards,
The Sales Team

Payment Reminder with Escalation

Industry: Financial Services, Utilities, Insurance Scenario: Call customers with overdue payments. If they commit to paying, log it. If they don’t answer or refuse, escalate to a collections team member. Trigger: Inbound Webhook (fired by your billing system for each overdue account) Webhook payload:

{
  "phone": "+61400777888",
  "first_name": "David",
  "last_name": "Park",
  "account_number": "ACC-20456",
  "amount_due": "245.00",
  "due_date": "2026-02-28",
  "days_overdue": 6
}

Steps

Step 1 — Transform

Source	Target
`trigger.phone`	`contact.phone_number`
`trigger.first_name`	`contact.first_name`
`trigger.last_name`	`contact.last_name`

Step 2 — Upsert Contact

Match on: phone_number

Step 3 — Create Call

Script: Payment Reminder Script
Phone: contact.phone_number

--- after call completes --- Step 4 — Destination: Webhook (log call result to billing system)

URL: https://billing.example.com/api/collection-calls
Method: POST
Body:

{
  "account_number": "{{trigger.account_number}}",
  "call_status": "{{call.status}}",
  "end_reason": "{{call.end_reason}}",
  "payment_promised": "{{call.structured_data.payment_committed}}",
  "promised_date": "{{call.structured_data.payment_date}}",
  "summary": "{{call.call_summary}}"
}

Step 5 — Condition: Did the customer commit to paying?

Field: call.structured_data.payment_committed
Operator: eq
Value: true

On true: Step 5a — Destination: SMS to contact

Template:

Hi {{contact.first_name}}, thanks for confirming your payment of ${{trigger.amount_due}} for account {{trigger.account_number}}. If you need help, reply to this message.

On false: Step 5b — Destination: Email to team

To: team
Members: Collections team
Subject: Escalation: {{contact.full_name}} - ${{trigger.amount_due}} overdue
Body:

Payment reminder call to {{contact.full_name}} did not result in a commitment.

Account: {{trigger.account_number}}
Amount: ${{trigger.amount_due}}
Days overdue: {{trigger.days_overdue}}
Call status: {{call.status}}

Summary:
{{call.call_summary}}

Post-Inspection Callback (Real Estate)

Industry: Real Estate Scenario: After a property inspection, call the attendee to gauge their interest, collect feedback, and update the CRM with their response. Alert the agent if the buyer is highly interested. Trigger: Inbound Webhook (fired when an inspection is marked complete in your property management system) Webhook payload:

{
  "phone": "+61400111999",
  "first_name": "Emma",
  "last_name": "Taylor",
  "email": "emma.taylor@email.com",
  "property_address": "42 Harbour St, Sydney NSW 2000",
  "inspection_date": "2026-03-06",
  "listing_agent": "James Morton",
  "listing_id": "PRP-8834",
  "crm_id": "monday-55023",
  "board_id": "1234567890"
}

Steps

Step 1 — Transform

Source	Target
`trigger.phone`	`contact.phone_number`
`trigger.first_name`	`contact.first_name`
`trigger.last_name`	`contact.last_name`
`trigger.email`	`contact.email`

Step 2 — Upsert Contact

Match on: phone_number

Step 3 — Upsert Object

Object type: monday_item
Match on: CRM_ID = trigger.crm_id
Link to contact: Yes

Source	Target
`trigger.crm_id`	`CRM_ID`
`trigger.board_id`	`board_id`
`trigger.listing_id`	`listing_id`
`trigger.property_address`	`property_address`

Step 4 — Create Call

Script: Post-Inspection Callback Script
Phone: contact.phone_number

--- after call completes --- Step 5 — Transform: Map results to CRM fields

Source	Target
`call.call_summary`	`long_text_7`
`call.structured_data.interest_level`	`status_1`
`call.structured_data.price_feedback`	`long_text_9`
`call.structured_data.next_steps`	`status_3`
`call.status`	`status_5`
`objects.monday_item.CRM_ID`	`item_id`
`objects.monday_item.board_id`	`board_id`

Step 6 — Destination: Integration Sync

Integration: Monday.com

Step 7 — Condition: High interest?

Field: call.structured_data.interest_level
Operator: eq
Value: high

On true: Step 7a — Destination: SMS to team

SMS type: team
Template:

Hot lead: {{contact.full_name}} is highly interested in {{objects.monday_item.property_address}}. Next steps: {{call.structured_data.next_steps}}. Call summary: {{call.call_summary}}

Step 7b — Destination: Email to contact

Subject: Thanks for inspecting {{objects.monday_item.property_address}}, {{contact.first_name}}
Body:

Hi {{contact.first_name}},

Thanks for attending the inspection at {{objects.monday_item.property_address}} on {{trigger.inspection_date}}.

Your listing agent {{trigger.listing_agent}} will be in touch shortly to discuss next steps.

If you have any questions in the meantime, feel free to reply to this email.

Kind regards,
The Team

Customer Satisfaction Survey

Industry: Any (Retail, Hospitality, SaaS, Healthcare) Scenario: After a support interaction or service delivery, call the customer to collect a satisfaction rating and feedback. Push the results to your analytics system and flag negative experiences. Trigger: Call Completed

Script filter: Customer Satisfaction Survey Script
Status filter: completed

Steps

Step 1 — Destination: Webhook (send structured survey results to analytics)

URL: https://analytics.example.com/api/survey-results
Method: POST
Body:

{
  "contact_phone": "{{contact.phone_number}}",
  "contact_name": "{{contact.full_name}}",
  "satisfaction_rating": "{{call.structured_data.rating}}",
  "nps_score": "{{call.structured_data.nps_score}}",
  "feedback": "{{call.structured_data.feedback}}",
  "would_recommend": "{{call.structured_data.would_recommend}}",
  "improvement_suggestions": "{{call.structured_data.improvements}}",
  "call_duration": "{{call.duration}}",
  "call_id": "{{call.id}}"
}

Step 2 — Condition: Negative experience?

Field: call.structured_data.rating
Operator: lte
Value: 2

On true: Step 2a — Destination: Email to team

To: team
Members: Customer success team
Subject: Low satisfaction: {{contact.full_name}} rated {{call.structured_data.rating}}/5
Body:

{{contact.full_name}} ({{contact.phone_number}}) gave a satisfaction rating of {{call.structured_data.rating}}/5.

Feedback: {{call.structured_data.feedback}}

Improvement suggestions: {{call.structured_data.improvements}}

Full call summary:
{{call.call_summary}}

Step 2b — Destination: SMS to contact

Template:

Hi {{contact.first_name}}, thank you for your feedback. We're sorry to hear about your experience. A member of our team will reach out to you shortly to make things right.

On false: Step 2c — Destination: Email to contact

Subject: Thanks for your feedback, {{contact.first_name}}
Body:

Hi {{contact.first_name}},

Thank you for taking the time to share your feedback. We're glad to hear about your experience!

Your input helps us continue improving our service. If you ever need anything, don't hesitate to reach out.

Best regards,
The Team

Enrollment Follow-Up (Education)

Industry: Education, Training Providers Scenario: When a prospective student submits an enquiry, call them to discuss programs, answer questions, and guide them toward enrollment. Sync the outcome to your student management system. Trigger: Inbound Webhook (fired by your enquiry form or student management system) Webhook payload:

{
  "phone": "+61400333444",
  "first_name": "Liam",
  "last_name": "Johnson",
  "email": "liam.j@email.com",
  "program_interest": "Graduate Diploma in Data Science",
  "start_date": "July 2026",
  "enquiry_source": "website",
  "student_id": "STU-20789"
}

Steps

Step 1 — Transform

Source	Target
`trigger.phone`	`contact.phone_number`
`trigger.first_name`	`contact.first_name`
`trigger.last_name`	`contact.last_name`
`trigger.email`	`contact.email`

Step 2 — Upsert Contact

Match on: email

Step 3 — Create Call

Script: Enrollment Enquiry Script
Phone: contact.phone_number

--- after call completes --- Step 4 — Destination: Webhook (update student management system)

URL: https://sms.example.edu/api/enquiries/update
Method: POST
Body:

{
  "student_id": "{{trigger.student_id}}",
  "call_status": "{{call.status}}",
  "end_reason": "{{call.end_reason}}",
  "interest_level": "{{call.structured_data.interest_level}}",
  "preferred_program": "{{call.structured_data.confirmed_program}}",
  "preferred_start": "{{call.structured_data.preferred_intake}}",
  "questions_asked": "{{call.structured_data.questions}}",
  "next_action": "{{call.structured_data.next_steps}}",
  "summary": "{{call.call_summary}}"
}

Step 5 — Condition: Ready to enroll?

Field: call.structured_data.ready_to_enroll
Operator: eq
Value: true

On true: Step 5a — Destination: Email to contact

Subject: Your enrollment next steps — {{call.structured_data.confirmed_program}}
Body:

Hi {{contact.first_name}},

Great speaking with you! As discussed, here are your next steps to enroll in {{call.structured_data.confirmed_program}} for the {{call.structured_data.preferred_intake}} intake:

1. Complete the online application at [your enrollment link]
2. Submit your supporting documents
3. Our admissions team will confirm your place within 5 business days

If you have any questions, reply to this email or call us directly.

Best regards,
Student Services

Step 5b — Destination: Email to team

To: team
Members: Admissions team
Subject: Enrollment intent: {{contact.full_name}} — {{call.structured_data.confirmed_program}}
Body:

{{contact.full_name}} ({{contact.email}}) is ready to enroll.

Program: {{call.structured_data.confirmed_program}}
Preferred intake: {{call.structured_data.preferred_intake}}

Call summary:
{{call.call_summary}}

Outage Notification with Callback (Utilities)

Industry: Utilities, Energy, Telecommunications Scenario: When a service outage is reported, call affected customers to notify them, collect any additional information, and send a confirmation SMS. Trigger: Inbound Webhook (fired by your outage management system for each affected customer) Webhook payload:

{
  "phone": "+61400888999",
  "first_name": "Rachel",
  "last_name": "Kim",
  "account_number": "UTL-33201",
  "outage_area": "Northern suburbs",
  "estimated_restoration": "2026-03-06 6:00 PM",
  "outage_type": "power"
}

Steps

Step 1 — Transform

Source	Target
`trigger.phone`	`contact.phone_number`
`trigger.first_name`	`contact.first_name`
`trigger.last_name`	`contact.last_name`

Step 2 — Upsert Contact

Match on: phone_number

Step 3 — Create Call

Script: Outage Notification Script
Phone: contact.phone_number

--- after call completes --- Step 4 — Destination: SMS to contact

Template:

Hi {{contact.first_name}}, as discussed, there is a {{trigger.outage_type}} outage in the {{trigger.outage_area}} area. Estimated restoration: {{trigger.estimated_restoration}}. Account: {{trigger.account_number}}. For updates, visit our website or call our hotline.

Step 5 — Condition: Customer reported an issue?

Field: call.structured_data.reported_issue
Operator: exists

On true: Step 5a — Destination: Webhook (log customer-reported issue)

URL: https://ops.example.com/api/outage-reports
Method: POST
Body:

{
  "account_number": "{{trigger.account_number}}",
  "outage_area": "{{trigger.outage_area}}",
  "customer_report": "{{call.structured_data.reported_issue}}",
  "severity": "{{call.structured_data.severity}}",
  "contact_phone": "{{contact.phone_number}}",
  "call_summary": "{{call.call_summary}}"
}

Tips for Adapting These Examples

Replace field names with your actual CRM column IDs, API endpoints, and Schema fields.
Adjust the Script referenced in Create Call steps to match your own Scripts.
Start with fewer steps. Get the basic trigger-to-call flow working first, then add post-call destinations and conditions.
Use Test Webhook to send a sample payload and verify field mappings before enabling the automation.
Check structured data field names in your Script’s data collection settings — these determine what’s available under call.structured_data.*.

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Example Pipelines

Appointment Reminder with Confirmation

Steps

Lead Qualification from Web Form

Steps

Payment Reminder with Escalation

Steps

Post-Inspection Callback (Real Estate)

Steps

Customer Satisfaction Survey

Steps

Enrollment Follow-Up (Education)

Steps

Outage Notification with Callback (Utilities)

Steps

Tips for Adapting These Examples

​Appointment Reminder with Confirmation

​Steps

​Lead Qualification from Web Form

​Steps

​Payment Reminder with Escalation

​Steps

​Post-Inspection Callback (Real Estate)

​Steps

​Customer Satisfaction Survey

​Steps

​Enrollment Follow-Up (Education)

​Steps

​Outage Notification with Callback (Utilities)

​Steps

​Tips for Adapting These Examples

Appointment Reminder with Confirmation

Steps

Lead Qualification from Web Form

Steps

Payment Reminder with Escalation

Steps

Post-Inspection Callback (Real Estate)

Steps

Customer Satisfaction Survey

Steps

Enrollment Follow-Up (Education)

Steps

Outage Notification with Callback (Utilities)

Steps

Tips for Adapting These Examples