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Automations

Create an automation

Pick the trigger, add the steps and turn it on: messages, tags and alerts that happen on their own.

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An automation does something on its own when an event happens. For example: when a new contact comes in, send a WhatsApp welcome and add the "lead" tag.

Build it

  1. Open Automations and select Create automation. It starts as a draft and doesn't run until you turn it on.
  2. Pick the trigger, the event that starts it:
    • a contact is created;
    • a conversation is closed;
    • a sale happens;
    • the contact's birthday (checked daily);
    • every set interval.
  3. Add the steps, in order: send a WhatsApp, Email or SMS, add a Tag, send a Team alert, or a Condition that splits the path (for example, only people tagged "vip").
  4. Select Save and turn on.

Follow along

Each automation keeps a run history: when it ran, for whom and whether any step failed. If something fails, the notification bell tells you.

Use Pause to stop it for a while and Resume to restart. Automation messages follow the same messaging consent as broadcasts.