Automations

An automation (Flow) is a visual pipeline: one trigger that starts it, followed by a chain of actions, conditions and delays. You build it with drag-and-drop on the Automations page — no code.

Triggers — what starts the automation

Trigger	When it fires
Keyword	A customer sends a message containing a word or phrase you defined
First message	A new contact writes for the first time
Webhook	An external system (form, store, CRM) calls a unique URL
Tag added / removed / changed	A contact's tags change
Field changed	A chosen field is set or changes value
Group added	A contact joins a group
Email engagement	An email is opened, a link clicked, bounced or unsubscribed
Event	Registration, cancellation, attendance, before or after an event starts
Zoom event	A Zoom event is scheduled, started, ended or canceled
Manual run	You run the flow on selected contacts

Actions — what the automation does

Send a WhatsApp message, an approved template or an email (with automatic WhatsApp fallback if the email isn't opened).
Update the contact: change fields, add/remove tags and groups.
Make an HTTP API call to any external system — custom URL, method and body.
Register to an event, mark attendance or register to Zoom.
Send an internal notification to an agent or the team.

Logic — conditions, splits and delays

Condition — checks fields, tags and groups with a full operator set (equals, contains, is empty, greater than, in any group…) and splits the flow into yes/no branches.
Wait — pauses the flow for a duration, with timezone support and wait rules.
Channel router — tries the first available channel per contact (email or WhatsApp) with a separate branch when none is available.
Capacity gate — limits the flow to the first N contacts (e.g. a perk for the first 100).

Variables — personalizing every message

Any text field accepts variables in [[...]] syntax — replaced with the real value at run time:

Variable syntax

[[contact.first_name]]                       → Dana
[[contact.custom_fields.city | upper]]       → TEL AVIV
[[contact.name : friend]]                    → fallback when empty
[[event.start_time | date]]                  → formatted date

💡 The variable picker in the editor lists every available field — including custom fields and event variables — so you never have to memorize paths.

The automation log