Automation

Instagram DM This action sends an Instagram DM to the contact (contact needs to have previously messaged a connected Instagram page no more than 24 hours before arriving at this event in order for the message to be successfully delivered). Templates By clicking on this field, you can select from the available templates. Message This […]

“Contact DND” runs when a contact’s DND flag is updated. DND also known as “Do Not Disturb” can be enabled when a customer is no longer interested in a service and requests to opt out. Add Filters DND Flag Is When you click on “DND flag is”, you can either enable or disable a contact’s

“Contact Tag” workflow runs when a customer is added or removed from a tag within the CRM. “Tags” help you keep track of customers, to know which customers need follow-up and who don’t. It automatically moves customers from one list/step to another based on the activities/action linked with that customer. Click on “choose a workflow

This workflow trigger runs when the customer books appointment themselves. This means that the workflow will only trigger when your team doesn’t book the customer on any of their calendars rather, the customer books the appointment themselves. Add Filters Has Tag By clicking on the “Has tag”, this workflow will only trigger when the contact

The “customer replied” workflow trigger runs when an incoming message is received from a contact. It is an advanced workflow with a lot of filters and variables. This trigger can be used to build automation that performs actions based on customers replying, and even replying from a specific communication channel such as SMS only or

This workflow trigger runs on specific email events. it is established in a way that anytime an email event such as an open or a click happens across the system or in a specific workflow, the trigger is fired! Add Filters Event This filter allows you to choose what event you’d be looking to fire

This runs when a form is submitted but the form has to be created in your CRM system. Add Filters Form Is Select this filter to choose a form in your CRM. Anytime a form is submitted the workflow will be triggered!

This runs when a note is added to a contact. All Filters Doesn’t Have Tag By selecting the “Doesn’t Have Tag” filter option, this workflow will ONLY be triggered when you add notes to a contact doesn’t have the tag you specify in the filter area. Has Tag By selecting the “has tag” filter, the

This workflow trigger fires only when changes are made in the contact record. Let’s suppose you made any changes in the contact record. Then, this trigger will fire. It helps to sync the contact information and keep track of changes. 1. Choose a Workflow Trigger Once you’ve selected a trigger, you can configure the workflow’s

The “Opportunity status change” trigger only runs when the opportunity status gets changed (i.e when an opportunity card moves from one status to another status in the opportunities CRM section). All Filters The “Move from status” and “Move to status” are the two main filters in this trigger. This trigger won’t save without choosing either