Questionnaire → Sheet + Analytics → Docamatic PDF → CRM lead
1 failure in the last 7 days
New dog in CRM → publish dog page to WordPress
Dog updated in CRM → update the WordPress page
Webhook → build the litter sheet
Stud request form → Analytics row (no lead, by design)
New CRM entry → create Books invoice → write back to CRM
Unpaid after 1 day → SMS with invoice link
Unpaid after 5 days → SMS with invoice link
Unpaid after 7 days → SMS, then marks the deal dead
Auto-kills deals; likely feeding LATE/MISSED
Replaced by the native Books + Twilio connection
Replaced by the native Sign + Twilio connection
Appointment booked → create booking record
Appointment cancelled → update the deal
Woo order → CRM order → notify client and Lakewood
Daily date row feeding the Analytics dashboard
Intended: auto-create the contract
Two-step stub, never finished, 0 runs — this is why contracts are sent by hand
The 7-week balance warning
Off: read stage from CRM not balance from Books, and anchored to stage not pickup
Reddit ad spend into Analytics
Off because the Reddit ads stopped
Why this screen exists
Four flows are switched off. Two of those were retired on purpose when the native Twilio connections took over, one stopped because the Reddit ads stopped, and one — the balance warning — was paused because it kept misfiring. A fifth is switched on but has never run. Nothing in Zoho tells you any of that.