Workflows: from conversation to payment
Four ready-to-copy workflows, with the tool we use at each step and why.
4 lists and stakks15 resourcesUpdated Oct 3, 2026
What for
See, step by step, how tools connect to turn a conversation into a paid, invoiced sale.
Who it's for
If you sell on WhatsApp, through your store or by appointment, and do each step by hand today, these workflows show what to automate first.
Freelancer Online store Agency Customer supportEach workflow is a chain of steps: the tool at each step picks up what the previous one left behind. Connect them with native integrations or with Make, n8n or Zapier.
Use them as a starting point. If you already have a tool that covers a step, keep it and change only what's missing.
Stakk
Selling on WhatsApp
From an ad message to payment and invoice, without losing the thread.
Stakk
Online store
Sell, get paid, update inventory and sell again.
Stakk
Services by appointment
For consultancies, studios and freelancers: qualify, book, propose and collect the deposit.
Stakk
Support on WhatsApp
Let the bot handle common questions and the team handle the rest.
Apps that aren't in a list
They come in this collection's stakks but don't appear in any of its lists.
ManychatChat & social marketing
KommoCRM
Mercado PagoOnline payments
AlegraInvoicing & accounting
TiendanubeE-commerce platforms
Zoho InventoryInventory & shipping
MailchimpEmail marketing & automation
TallyForms & surveys
CalendlyScheduling & booking
PandaDocProposals & quotes
StripeOnline payments
WhatsApp Cloud APIMessaging & email APIs
BotpressAI agent builders
ChatwootOmnichannel inbox & chat
n8nWorkflow automation (iPaaS)
