When this happens, do that. Automatically.
Meridian ships a real automation engine, not a handful of canned toggles. Pick a trigger, add conditions, choose the actions, and the busywork runs itself. Build your own at Settings → Automations.
- Trigger → condition → action
- Email, SMS & notifications
- Webhooks out
When
Quote-request form is submitted
Then
- Create lead in pipeline
- Text customer a confirmation
- Notify on-call estimator
The building blocks
Pick a trigger. Choose the actions.
Mix and match across your forms, jobs, quotes, and invoices, with as many automations as your operation needs.
Triggers
Events that start an automation.
- Form submitted
- Job created or status changed
- Quote sent or accepted
- Invoice issued or paid
Actions
What happens in response.
- Send an email or SMS
- Notify a teammate
- Request an e-signature
- Create a record
- Call a webhook
In practice
Recipes you can build today.
When
A quote-request form is submitted
Then
Create the lead, text the customer a confirmation, and notify the on-call estimator.
When
A quote is accepted
Then
Convert it to a job, request the deposit, and email the signed copy to both sides.
When
An invoice is marked paid
Then
Send a thank-you, request a review, and post the event to your webhook.
When
A job status changes to "On the way"
Then
Text the customer an arrival window so nobody is left wondering.
Pairs with your custom forms.
Build the intake form, then wire an automation to it: the moment a customer hits submit, the work begins on its own. Forms and automations are two halves of the same customization story. See build-it-your-way →
Wire up an automation in a demo workspace.
Trigger it with a test submission and watch the actions fire.
Sign up Monday. Take payments Tuesday.
Run payroll Friday.
Free, with everything included and no credit card to sign up. Coming from Jobber, Housecall Pro, or Zoho? We'll work the migration with you.
Built by an operating moving company in Lubbock, TX. Backed by Stripe Connect. Built on Next.js + Expo.