Editorial Workflows

New Client Leads (iPhone)

public workflow

Install Workflow

This is a workflow for Editorial, a Markdown and plain text editor for iOS. To download it, you need to view this page on a device that has the app installed.

Description: A workflow to collect New Client Leads in one place. The data will prepend to "New Clients.taskpaper" file on Dropbox, then send your contact details as text message to your new sales lead. Optionally, you can email the client with a summary of what was discussed, and `optionally` include your standard fee rates in the email. Set a date for next follow-up, and create a reminder in Due app. Clicking on "Contact next on" allows one to enter a specific day or date. Date format used is DD-MMM-YYYY

Pre-requisites in Dropbox:
1. MyContact.txt (This will be sent as text SMS to client)
2. Rates.txt (This will be added to your greeting email, optionally)
3. Requirements list.txt (Quick Select the client's requirements from a preformatted pop-up)
4. New Clients.taskpaper (All data from the workflow will pre-pend to this file)

Edit the content of the "If Email" action on the --> GO button to suit your needs. This Form is formatted for iPhone 5 screen size.

*** Can anyone with knowledge of Python help me add the contact details collected in this workflow to Contacts address-book on my iPhone? ***

Shared by: @harshalshinde

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