For a photographer using the projects CRM, Portfelio sends automatic emails on four events: new form submission (“We received your inquiry”) when a lead submits the contact form on your bio page, contract verification ready, contract signed, and invoice paid. Each one ships with a default English and Ukrainian template, so they work out of the box without any setup.
To customize a template, open MyBiz, Templates section, pick the trigger. Edit subject and body, drop in dynamic variables like {{client_name}}, {{project_price}}, {{business_name}}, {{project_date}}. You can also disable an automation entirely if you would rather handle that touchpoint manually. Templates use your saved email signature and apply the brand styling configured on your site.