Client-owned access
You authorise secure connections or invite a collaborator. Passwords, two-factor codes and API keys are never requested by email.
Website enquiries, organised automatically.
For UK plumbing, heating and electrical businesses. We connect your enquiry form to a tracker or compatible customer management system, send a receipt email and alert your team. You handle quotes and bookings.
The short Tally form lets us review your details and reply by email, with no commitment to buy.
See the enquiry workflow
A fictional plumbing enquiry, from form to saved record, receipt email and team alert.
Full walkthrough · 2:08. Narrated, with on-screen captions. Use full screen to read the detail on a phone.
Open the full video in a new tabFictional demonstration, not client work. A receipt confirmation is not a quote or a booking confirmation. No appointment or service has been booked.
Read the demo without video
Both videos illustrate the same four steps with fictional plumbing enquiry data. The full walkthrough also shows the connected tools.
- Capture the enquiry. A customer submits their contact details, location, service needed, urgency, problem, preferred contact method and permission through a Tally form. This is an enquiry, not a confirmed appointment.
- Save the enquiry record. Make passes the form details to Airtable, creating a structured record for the business to follow up without retyping. The record includes the enquiry details, a new status, submission time, Tally source and submission ID.
- Confirm receipt to the customer. Gmail sends an acknowledgement that the enquiry has been received. It includes a reference and says a team member will review the request. It does not give a quote or confirm a booking.
- Alert the team. An internal email gives the business the enquiry details. A person reviews the request and decides how to respond, quote or arrange a booking.
The full video shows a controlled test with fictional data: four automation operations create one record and send two emails. Its “under five seconds” result describes that test only, not a service or response-time guarantee. It ends by inviting viewers to explore a fictional demo or discuss a tailored setup in their own accounts.
Tools and video links
This fictional demo uses Tally, Airtable, Make and Gmail. Your workflow would be scoped around your existing tools and the steps your team needs.
Built in your accounts, with your approval
We configure the workflow with you, using accounts and data you control.
Test before live use
We test with sample data, review the outcome together and only activate the workflow after your explicit approval.
How do you currently receive enquiries?
Tell us where enquiries arrive and which tools you use. We’ll review what you need and reply by email to discuss whether a small workflow is a good fit.
Use the short Tally form to enquire, with no commitment to buy.