Automation builder
Trigger multi step flows from store events, messages, forms and schedules.
An automation is a trigger followed by steps. The trigger decides when it runs, the steps decide what happens.
| Trigger | Runs when |
|---|---|
| Store event | An order, checkout or customer event arrives from your store |
| Message received | A customer messages you on a connected channel |
| Keyword | An inbound message matches a keyword you defined |
| Form submitted | A lead form or storefront popup is submitted |
| Schedule | At a time or interval you choose |
| Webhook | An external system calls your automation endpoint |
- Send a message on WhatsApp, email, SMS or a direct message.
- Wait for a delay, or wait for the customer to reply.
- Branch on a condition, so different customers take different paths.
- Update the contact, add or remove tags.
- Call a webhook to notify another system.
- Hand over to a human in the Inbox.
Insert values from the trigger into your messages using double brace syntax. The builder lists the variables available for the trigger you chose.
text
Hi {{customer.first_name}}, your order {{order.name}} has shipped.If a variable has no value at send time, the message would go out with the raw placeholder visible. Always send yourself a test run before turning an automation on.
Every run is recorded with its trigger data, the path it took and the result of each step. When something does not behave as expected, open the run history first, it shows exactly which step decided the outcome.