About Our Integration Services

The systems are built. Now let us help you implement them properly.

Travel Flow Co Integration Services are designed for advisors who want everything professionally set up inside Tern without spending hours trying to configure workflows, automations, and templates on their own. We handle the setup for you so your systems are organized, connected properly, and ready to use from day one.

What’s included in the integration:

• Download and install your purchased templates and workflows into your Tern account

• Personalize templates, where applicable, with your business information, calendar link, and social media links

• Connect automations to the appropriate workflows

• Verify that workflows, automations, and processes are configured correctly inside Tern

• Ensure your systems are structured in a clean, organized, and scalable way

• Provide guidance on how to update and customize your workflows, templates, and automations moving forward