Automation-actions page


Managing Automation Action Flows
 

The Automation Action Flow page allows you to design the specific sequence of tasks that execute once a trigger event occurs. From this interface, you can drag and drop a wide variety of functional icons—such as Send Whatsapp, Add mission, Move to folder, or Change Status—into the workspace to build complex, multi-step workflows. Each action can be further customized, such as defining the message recipient or assigning a task to a specific team member. The page also provides management tools for each step, allowing you to reorder tasks using the up/down arrows or remove them with the trash icon. Once your sequence is complete, clicking the Update button saves the entire flow to the system.

Important things :

Update: You must click this button to officially apply and save any changes made to your action sequence.



 




 

Configuring an Automation Action: Share With User
 

Once you have identified the trigger event, you can build your workflow on the Automation Action Flow page by dragging and dropping functional icons into the workspace.
 

What is the "Share With User" Action?
 

This action is used to automatically notify or share data with a specific internal user when a trigger event happens. Unlike "Share With OM" (which deals with organizational management), "Share With User" is typically used for direct alerts and internal communication to ensure a specific staff member is updated on customer activity.

 

Setting Up the "Share With User" Action
 

  1. Drag and Drop: Locate the Share With User icon at the top of the action menu and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the settings window:
     

    • Users: Select the specific team members who should receive the shared data.

    • Text Input: Enter the specific message or details you wish to share.

    • Timing (Before/After & Delay): Set exactly when the action should occur (e.g., 0 minutes after the event).
       

  3. Advanced Filtering: Click the ADVANCE button to reveal deeper configuration and filtering options:
     

    • Conditions: Use the Condition and Tag Name fields to ensure the action only runs for specific types of customers.

    • Exclude: Enter values that should prevent this action from running.

    • Include: Enter specific values that must be present for the action to run.

    • Include Value: Specify the exact data value required within the inclusion criteria.
       

  4. Save the Step: Click Save changes at the bottom of the modal to lock in your settings for that specific action.

Finalizing the Workflow
 

After configuring your actions, you must click the Update button at the bottom left of the page.
Important Note: Clicking Update is the only way to officially save and activate your changes. Without this step, the system will not perform the "Share With User" action when the trigger event occurs.




 

Configuring an Automation Action: Share With OM
 

The Automation Action Flow page is the workspace where you chain tasks together by dragging icons into your workflow.
 

What is the "Share With OM" Action?
 

This action is used to automatically assign or share customer data with specific members of your organization (OM) based on a trigger event. It ensures that the right team members are notified or granted access to a customer's file immediately when an event occurs, such as a new lead entering the system or a status change.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Share With OM icon (wrench and screwdriver) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the settings window:
     

    • Organization Members: Select the team members to include in this action.

    • Assignment Options: Check One from the list, User that do action, or Add as customer manager to define how the team member is linked to the customer.

    • Text Input: Enter internal notes or specific data to be shared with the team.

    • Timing & Delays: Choose Before/After the event and set a Delay in minutes, hours, or days.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal specific conditions for when this sharing should occur:
     

    • Exclude: Enter values that stop the action from running.

    • Include: Enter values that must be present for the action to trigger.

    • Include Value: Specify the exact data required within the inclusion criteria.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your configuration.

 

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the page.

Update: You must click this button to officially save and activate your changes. Without this step, the "Share With OM" action will not be performed, and your team will not receive the shared data.





 

Configuring an Automation Action: Send Notification
 

The Automation Action Flow page allows you to chain various tasks, such as internal alerts, by dragging icons into your sequence.
 

What is the "Send Notification" Action?
 

This action is used to automatically trigger an internal system notification to specific organization members when an event occurs. It is primarily used for immediate internal communication, ensuring that relevant team members are alerted to important updates or required tasks without needing to manually check the system.

 


Setting Up the Action
 

  1. Drag and Drop: Find the sendNotification icon (represented by a folder with a bell) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon in the flow area to open its settings:
     

    • Organization Members: Select the specific team members who should receive this notification.

    • Text Input: Enter the actual message content that will appear in the notification.

    • Timing & Delays: Choose whether the alert should trigger Before or After the event and set a Delay in minutes, hours, or days.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal deeper configuration options:
     

    • Exclude: Enter values that should stop this notification from being sent.

    • Include: Enter specific values that must be present for the alert to trigger.

    • Include Value: Specify the exact data required within the inclusion criteria.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your configuration for this notification.

Finalizing the Workflow
 

Once your sequence is complete, you must click the Update button at the bottom left of the flow page.

Update: You must click this button to officially save and activate your action sequence. Without this step, the "Send Notification" action will not be stored, and the system will not alert your team when the trigger occurs.





 

Configuring an Automation Action: Send Whatsapp
 

The Automation Action Flow page is where you build communication sequences by dragging and dropping icons into your workflow.
 

What is the "Send Whatsapp" Action?
 

This action automatically sends a WhatsApp message to a specific person when a trigger event occurs. It is used for instant engagement, such as sending welcome messages to new customers or internal alerts to team members.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Send Whatsapp icon (represented by a speech bubble with a heart) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the message settings:
     

    • Recipients: Check the boxes for To Customer, To Manager, or To Team Member to decide who receives the message.

    • Customer Sortcode: Use these blue tags (like {name} or {email}) to pull real data from the customer's file into your message.

    • Template & Input: Select a pre-made template or type your custom message in the Whatsapp Input field.
       

  3. Advanced Filtering: Click ADVANCE to show more options:
     

    • Timing: Choose if the message sends Before or After the event and set a Delay (minutes, hours, or days).

    • Exclude/Include: Use these fields to ensure the message only sends to customers meeting specific criteria.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your setup.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Important Note: You must click Update to officially save and activate the automation. If you don't, the WhatsApp message will not be sent when the event happens.





 

Configuring an Automation Action: Add Mission
 

The Automation Action Flow page allows you to automate project management by dragging tasks into your sequence.
 

What is the "Add Mission" Action?
 

This action is used to automatically create and assign a new task or "mission" within the system when a trigger event occurs. It ensures that team members are immediately assigned necessary follow-up work, such as calling a new lead or starting a specific project phase, without manual intervention.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Add mission icon (represented by a blue flag) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to define the mission details:
     

    • Assignment: Check Customer Manager or Team Member That Click to decide who owns the task, or select specific Organization Members.

    • Mission Content: Enter a description in Text Input, select a Template Mission, and define the Mission Steps required.

    • Project Details: Link the mission to a specific Project and Project Column to keep your boards organized.

    • Deadlines: Set a Delay Type Date To Do (Minutes, Hours, or Days) to automatically schedule the task's due date.
       

  3. Advanced Filtering: Click the ADVANCE button to access deeper settings:
     

    • Timing: Choose if the mission is created Before or After the event.

    • Exclude/Include: Define specific customer criteria (e.g., tags or parameters) that must be met for this mission to be created.
       

  4. Save the Step: Click Save changes at the bottom of the window.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the page.

Update: You must click this button to officially save and activate your changes. Without this step, the mission will not be automatically added when the trigger event happens.





 

Configuring an Automation Action: Move to Folder
 

The Automation Action Flow page allows you to organize your data automatically by dragging functional icons into your workflow sequence.
 

What is the "Move to Folder" Action?
 

This action is used to automatically categorize or relocate a customer's record into a specific folder when a trigger event occurs. It is essential for keeping your workspace organized, such as moving a lead from an "Inquiry" folder to a "Completed" folder once a sale is finalized.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Move to folder icon (represented by a yellow folder) in the action menu and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon in the flow area to open its configuration window:
     

    • Folders: Select the destination folder where the record should be moved.

    • Remove From Other Folders: Check this box if you want the record to exist only in the new folder and be deleted from its previous locations.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and condition settings:
     

    • Timing & Delays: Choose if the move happens Before or After the event and set a Delay (minutes, hours, or days).

    • Exclude/Include: Use these fields to ensure the move only occurs if specific criteria are met.

    • Include Value: Specify the exact data value required for the move to trigger.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is complete, you must click the Update button at the bottom left of the flow page.

Update: You must click this button to officially save and activate your changes. Without this step, the "Move to folder" action will not be performed, and the record will remain in its original location.





 

Configuring an Automation Action: Add Tag
 

The Automation Action Flow page allows you to organize your data automatically by dragging functional icons into your workflow sequence.
 

What is the "Add Tag" Action?
 

This action is used to automatically apply a specific label or "tag" to a customer's record when a trigger event occurs. It is primarily used for organizing, filtering, and segmenting your database, such as tagging a user as a "Lead," "VIP," or "Follow-up Required" based on their actions.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Add tag icon (represented by a black price tag) in the action menu and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon in the flow area to open its configuration window:
     

    • Tag: Type the specific name of the label you want to apply to the record.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and specific condition settings:
     

    • Timing & Delays: Choose if the tag is added Before or After the event and set a Delay in minutes, hours, or days.

    • Exclude/Include: Use these fields to ensure the tag is only applied if the record meets (or does not meet) certain criteria.

    • Include Value: Specify the exact data value required for the tag to be added.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is complete, you must click the Update button at the bottom left of the flow page.

Update: You must click this button to officially save and activate your changes. Without this step, the "Add tag" action will not be stored, and the system will not label your records when the event happens.




 

Configuring an Automation Action: Remove Tag
 

The Automation Action Flow page allows you to refine your database organization by dragging functional icons into your workflow.
 

What is the "Remove Tag" Action?
 

This action is used to automatically delete a specific label or "tag" from a customer's record when a trigger event occurs. It is used to clean up data and update a customer's status, such as removing a "New Lead" tag once they become an "Active Client" or removing a "Pending" tag after a task is completed.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Remove tag icon (represented by a black price tag) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon in the flow area to open its configuration window:
     

    • Tag: Type the exact name of the tag you want the system to remove from the record.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and specific condition settings:
     

    • Timing & Delays: Choose if the tag is removed Before or After the event and set a Delay (minutes, hours, or days).

    • Exclude/Include: Define specific criteria to ensure the tag is only removed for certain customers.

    • Include Value: Specify the exact data value required for the removal to trigger.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is complete, you must click the Update button at the bottom left of the flow page.

Update: You must click this button to officially save and activate your changes. Without this step, the "Remove tag" action will not be performed, and outdated labels will remain on your customer records.





 

Configuring an Automation Action: Project Details
 

The Automation page allows you to streamline workflow management by dragging task-oriented icons into your flow sequence.
 

What is the "Project Details" Action?
 

This action is used to automatically assign a customer or lead to a specific project when a trigger event occurs. It is used to ensure that new records are correctly categorized into the right project boards and assigned to the relevant team members for immediate action.
 

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Project Details icon (represented by a bar chart) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Assignment Options: Use checkboxes for Customer Manager, Same as Template, or Do Not Add Task to define ownership and task creation.

    • Organization Members: Select specific team members to be involved in this project assignment.

    • Project Selection: Use the Project Details dropdown to choose exactly which project the record should be moved to.

    • Task Scheduling: Set a Delay Type Date To Do (Minutes, Hours, or Days) to schedule when tasks associated with this project should begin.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and conditional settings:
     

    • Timing: Choose if the project assignment happens Before or After the trigger event.

    • Exclude/Include: Define specific criteria, such as Conditions or Tag Names, to ensure only certain records are added to the project.
       

  4. Save the Step: Click Save changes (located at the bottom of the modal in similar views) to store your setup.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: You must click this button to officially save and activate your automation. Without this step, the "Project Details" action will not trigger, and records will not be assigned to projects automatically.





 

Configuring an Automation Action: Change Status
 

The Automation page allows you to create automated workflows by dragging functional icons into a sequence.
 

What is the "Change Status" Action?
 

This action is used to automatically update a customer's current status in the system when a trigger event occurs. It is essential for tracking a customer's journey, such as automatically moving them from "New Lead" to "In Progress" or "Completed" without manual data entry.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Change Status icon (represented by a star) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Status: Use the dropdown menu to select the new status that should be applied to the record.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and condition settings:
     

    • Timing & Delays: Choose if the status change happens Before or After the event and set a Delay (minutes, hours, or days).

    • Exclude: Enter values that should stop this status change from happening.

    • Include / Include Value: Define specific criteria that must be met for the status to update.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your setup.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: You must click this button to officially save and activate your automation. Without this step, the "Change Status" action will not be saved, and customer statuses will not update automatically.





 

Configuring an Automation Action: Send SMS
 

The Automation page allows you to build communication workflows by dragging action icons into a sequence.
 

What is the "Send SMS" Action?
 

This action automatically sends a text message to a customer when a trigger event occurs. It is used for immediate client communication, such as sending appointment confirmations, quick updates, or mobile-based alerts.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Send Sms icon (represented by a speech bubble) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Customer Sortcode: Click the blue tags (like {name} or {mobile}) to automatically insert dynamic data from the customer's record into your text message.

    • To Customer: Check this box to ensure the SMS is sent to the phone number on file for that customer.

    • Send SMS Input: Type your custom message content into this field.

    • Number: Manually enter a specific phone number if you want the message to go to a fixed destination instead of the customer.
       

  3. Advanced Filtering: Click ADVANCE to reveal timing and conditional settings:
     

    • Timing & Delays: Choose if the SMS sends Before or After the event and set a Delay (minutes, hours, or days).

    • Conditions: Scroll down (similar to other actions) to use Exclude or Include fields to ensure the SMS only sends if specific criteria are met.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your message configuration.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: You must click this button to officially save and activate your automation. Without this step, the "Send SMS" action will not be saved, and no messages will be sent.





 

Configuring an Automation Action: Send Audio
 

The Automation page allows you to build multi-step workflows by dragging functional icons into a sequence.
 

What is the "Send Audio" Action?
 

This action is used to automatically send a pre-recorded audio file to a customer or a specific phone number when an event is triggered. It is ideal for sending personalized voice notes, automated announcements, or instructions directly to a user's mobile device.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Send Audio icon (represented by a document with a speaker) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the audio settings:
     

    • To Customer: Check this box to send the audio to the phone number associated with the customer record.

    • Send Audio: Click Choose File to upload the audio recording you want to send.

    • Number: Manually enter a destination phone number if you want the audio to go somewhere other than the customer's mobile.
       

  3. Advanced Filtering: Use the Condition and Exclude/Include fields to ensure the audio only sends if certain criteria are met:
     

    • Exclude: Enter values that should stop this audio from being sent.

    • Include / Include Value: Define specific data values required for the action to trigger.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your audio file and settings.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: You must click this button to officially save and activate the flow. Without this step, the "Send Audio" action will not be saved, and no files will be transmitted.





 

Configuring an Automation Action: Send Form
 

The Automation page allows you to streamline data collection by dragging specific action icons into your workflow sequence.
 

What is the "Send Form" Action?
 

This action is used to automatically send a digital form to a customer when a trigger event occurs. It is primarily used to collect information, feedback, or registrations from clients without manual outreach.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Send form icon (represented by a paper plane) in the action menu and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon in the flow area to open its configuration window:
     

    • To Customer: Check this box to ensure the form link is sent directly to the customer's contact information.

    • Select Template: Choose a pre-configured email or message template to accompany the form.

    • Select Form: Use the dropdown menu to choose exactly which form should be sent to the customer.

    • Email Input: Type a custom message here if you want to add specific instructions or a personal note to the email.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and conditional settings:
     

    • Timing & Delays: Choose if the form is sent Before or After the event and set a Delay in minutes, hours, or days.

    • Condition / Tag Name: Define specific criteria to ensure the form is only sent to customers meeting certain requirements.
       

  4. Save the Step: Click Save changes (located at the bottom of the modal) to store your configuration.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: You must click this button to officially save and activate the automation. Without this step, the "Send form" action will not be saved, and customers will not receive any forms.





 

Configuring an Automation Action: Send PDF to Sign
 

The Automation page allows you to streamline document workflows by dragging specific action icons into your sequence.
 

What is the "Send PDF to Sign" Action?
 

This action is used to automatically send a digital document to a customer for their electronic signature when a trigger event occurs. It is ideal for automating the delivery of contracts, waivers, or agreements, ensuring documents are sent instantly without manual intervention.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Send pdf to sign icon (represented by a document with a pen) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • To Customer: Check this box to send the signature request directly to the customer's email on file.

    • Send PDF to Sign: Use the dropdown to select the primary document or email method for the request.

    • Select Template: Choose a pre-configured email template to accompany the document.

    • Document to Sign: Select the specific PDF file from your library that needs to be signed.

    • Email Input: Type a custom message or additional instructions to the recipient here.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and conditional settings:
     

    • Timing & Delays: Choose if the request is sent Before or After the event and set a Delay (minutes, hours, or days).

    • Exclude / Include: Define specific criteria to ensure the document is only sent to customers meeting certain requirements.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your setup.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: You must click this button to officially save and activate the automation. Without this step, the "Send PDF to sign" action will not be saved, and no documents will be sent to your customers.





 

Configuring an Automation Action: API Call
 

The Automation page is a workspace for building technical workflows by dragging action icons into a functional sequence.
 

What is the "API Call" Action?
 

This action is used to automatically send data to or retrieve data from an external system via an API when a trigger event occurs. It is primarily used for integrating with third-party software, such as syncing data with a CRM, triggering external webhooks, or updating external databases in real-time.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the api call icon (represented by a gear connected to a cloud) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to define your technical requirements:
     

    • API: Enter the specific endpoint URL for the external service.

    • API Call Method: Select either Post or Get depending on whether you are sending or requesting data.

    • Data Handling: Use checkboxes for Change Date Format, Post Header Data, or Get Data to manage how the information is structured.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and conditional logic:
     

    • Timing & Delays: Choose if the call occurs Before or After the event and set a Delay (minutes, hours, or days).

    • Condition / Tag Name: Define specific criteria to ensure the API call only triggers for qualifying records.

    • Exclude / Include: Specify exact data values that should prevent or allow the action to run.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your configuration.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: You must click this button to officially save and activate your automation. Without this step, the "API call" will not be stored, and no data will be sent to your external systems.





 

Configuring an Automation Action: Start Flow
 

The Automation page allows you to chain multiple processes together by dragging action icons into a functional sequence.
 

What is the "Start Flow" Action?
 

This action is used to automatically trigger another existing automation workflow when the current event occurs. It is primarily used for "nesting" or connecting different automations, allowing you to build complex, multi-stage journeys without recreating the same steps in every individual flow.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Start flow icon (represented by connected nodes) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the flow selection window:
     

    • Start Flow: Use the dropdown menu to select the specific pre-configured workflow you want to launch.
       

  3. Advanced Filtering: Define the logic for when this secondary flow should begin:
     

    • Condition: Select a parameter to check before triggering the next flow.

    • Exclude / Include: Specify values that must be present (or absent) for the second flow to start.

    • Include Value: Enter the exact data value required to validate the transition.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your link between the two flows.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: Clicking this button is critical to activate the link between your automations. Without this step, the system will complete the current flow but will not "jump" to the next one you selected.





 

Configuring an Automation Action: Add List
 

The Automation page allows you to organize data automatically by dragging functional icons into your workflow sequence.
 

What is the "Add List" Action?
 

This action is used to automatically add a customer to a specific contact list when a trigger event occurs. It is essential for audience segmentation, such as placing new leads into a "Marketing Newsletter" list or moving active clients into a "Priority Support" list.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the addList icon (represented by a document with a plus sign) and drag it into the "Drop Here" area.

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Add List: Use the dropdown menu to select the specific list where the record should be added.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and conditional settings:
     

    • Timing & Delays: Choose if the record is added Before or After the event and set a Delay (minutes, hours, or days).

    • Condition / Tag Name: Define specific parameters to ensure only qualifying customers are added to the list.

    • Exclude / Include: Specify values that should prevent or allow the record to join the list.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your setup.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: You must click this button to officially save and activate the automation. Without this step, the "Add List" action will not be saved, and your contact lists will not update automatically.





 

Configuring an Automation Action: Add Course
 

The Automation page allows you to manage educational workflows by dragging action icons into a specific sequence.
 

What is the "Add Course" Action?
 

This action is used to automatically enroll a customer into a specific educational program or course when a trigger event occurs. It is primarily used to grant access to learning materials, such as automatically enrolling a lead into an onboarding course or a customer into a training module after a purchase.
 

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Add course icon (represented by a computer screen with a graduation cap) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Courses: Use the dropdown menu to select the main course title.

    • Sub Courses: If applicable, select a specific module or sub-category within that course.
       

  3. Advanced Logic: Define exactly when and for whom this enrollment should occur:
     

    • Condition: Select a specific parameter to check before the course is added.

    • Exclude: Enter data values that should prevent a user from being enrolled.

    • Include / Include Value: Specify the exact criteria or values required to trigger the enrollment.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your enrollment settings.

Finalizing the Workflow
 

Once your sequence is complete, you must click the Update button at the bottom left of the main automation page.

Update: You must click this button to officially save and activate your changes. Without this step, the "Add course" action will not be saved, and customers will not be automatically enrolled when the trigger event happens.





 

Configuring an Automation Action: Remove Folder
 

The Automation page allows you to manage data organization by dragging action icons into a functional workflow.
 

What is the "Remove Folder" Action?
 

This action is used to automatically remove a customer record from a specific folder when a trigger event occurs. It helps keep your workspace organized by ensuring customers are only present in folders relevant to their current stage or status.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Remove Folder icon (represented by a black folder) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window titled "Delete to folder":
     

    • Folders: Select the specific folder from which the record should be removed.
       

  3. Advanced Logic: Click ADVANCE to reveal timing and conditional settings:
     

    • Timing: Choose if the removal happens Before or After the event and set a Delay (Minutes, Hours, or Days).

    • Condition / Tag Name: Define specific criteria to ensure the record is only removed if it meets certain requirements.

    • Exclude / Include: Specify data values that should either block or permit the removal.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your configuration.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: This button is essential to activate and save your changes. If you do not click it, the "Remove Folder" action will not trigger, and records will remain in folders where they no longer belong.





 

Configuring an Automation Action: Open Missions
 

The Automation page allows you to manage task visibility by dragging functional icons into your workflow sequence.
 

What is the "Open Missions" Action?
 

This action is used to automatically change the status of missions to "Open" when a trigger event occurs. It is primarily used to reactivate tasks that were previously paused or to ensure that specific project missions become visible and ready for team members to start working on them.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the openMissions icon (represented by an open laptop) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Status: Select the specific mission status that should trigger the "Open" state.
       

  3. Advanced Logic: Click ADVANCE to reveal timing and conditional settings:
     

    • Timing: Choose if the mission opens Before or After the event and set a Delay (Minutes, Hours, or Days).

    • Condition / Tag Name: Define specific parameters to ensure only qualifying missions are opened.

    • Exclude / Include: Specify data values that should either block or allow the mission to be opened.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: This button is required to officially save and activate your automation. Without clicking it, the "Open Missions" action will not trigger, and your tasks will remain in their previous state.





 

Configuring an Automation Action: Open Appointment
 

The Automation page allows you to manage scheduling workflows by dragging action icons into a functional sequence.
 

What is the "Open Appointment" Action?
 

This action is used to automatically set an appointment to an "Open" or active status when a trigger event occurs. It ensures that scheduled meetings or consultations are correctly tracked and visible to team members as active tasks once the automation conditions are met.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Open Appointment icon (represented by a calendar with a TV screen) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Status: Select the specific appointment status that should be transitioned to "Open".
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and conditional logic:
     

    • Timing: Choose if the appointment opens Before or After the trigger event.

    • Delay Type & Delay: Set a specific wait time in Minutes, Hours, or Days before the status change occurs.

    • Condition / Tag Name: Define parameters to ensure only specific appointments are opened based on record data.

    • Exclude / Include: Specify data values that should either prevent or allow the appointment to open.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: This button is required to officially save and activate your automation. Without clicking it, the "Open Appointment" action will not trigger, and your schedule will not update automatically.





 

Configuring an Automation Action: Jump Edit Client
 

The Automation page provides a visual canvas where you can drag and drop icons to create logical loops and navigation shortcuts within your workflow.
 

What is the "Jump Edit Client" Action?
 

This action is used to automatically redirect the system or a user to the Client Edit screen when a specific trigger occurs. It is primarily used for "Jumping" the automation path to a stage where client details must be manually updated or reviewed, ensuring the user is placed exactly where they need to perform an edit without navigating through multiple menus.

 

Setting Up the Action
 

  1. Drag and Drop: Find the Jump Edit client icon in the action menu and drag it into the "Drop Here" area of your flow.
     

  2. Configure the Modal: Click the icon to open its settings:
     

    • Jump to: Ensure the destination is set to the client editing module or specific step.
       

  3. Advanced Logic: Click ADVANCE to define when this jump should happen:
     

    • Condition: Select a data field (e.g., "Missing Phone Number") that must be true for the jump to trigger.

    • Exclude / Include: Specify values that should prevent or allow the system to jump the user to the edit screen.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your navigation shortcut.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: This button activates the jump. If you don't click it, the automation will stop at that step instead of redirecting the user to the client edit screen as intended.






 

Configuring an Automation Action: Add Campaign
 

The Automation page allows you to manage marketing and outreach efforts by dragging action icons into a sequence.
 

What is the "Add Campaign" Action?
 

This action is used to automatically enroll a customer into a specific marketing or follow-up campaign when a trigger event occurs. It is primarily used to start a series of automated communications, such as email or SMS sequences, for a specific segment of users.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Add Campaign icon (represented by connected nodes) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Campaign Name: Use the dropdown menu to select the specific campaign the user should join.
       

  3. Advanced Logic: Click ADVANCE to reveal timing and conditional settings:
     

    • Timing & Delays: Choose if the enrollment happens Before or After the trigger and set a Delay (Minutes, Hours, or Days).

    • Condition / Tag Name: Define specific criteria to ensure only qualifying customers are added to the campaign.

    • Exclude / Include: Specify data values that should either block or allow the enrollment.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: This button is required to officially save and activate your automation. Without clicking it, the "Add Campaign" action will not trigger, and customers will not be added to your marketing sequences.






 

Configuring an Automation Action: Add New Campaign
 

The Automation page uses a visual builder where you drag and drop icons to create marketing and communication workflows.
 

What is the "Add New Campaign" Action?
 

This action is used to automatically trigger a new marketing sequence or follow-up campaign for a customer. It is different from "Add Campaign" as it is typically used to launch a fresh, separate initiative or a newly created sequence when specific conditions are met.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Add New Campaign icon (represented by a heart inside a speech bubble) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Campaign Name: Select the specific campaign from the dropdown menu that the customer should be added to.
       

  3. Advanced Logic: Click the ADVANCE button to set precise timing and rules:
     

    • Timing: Decide if the campaign starts Before or After the trigger event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the campaign begins.

    • Condition / Tag Name: Choose a parameter to ensure the campaign only starts for customers with specific profile data or tags.

    • Exclude / Include: Define specific values that should either prevent or allow the customer to join this new campaign.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your setup.

Finalizing the Workflow
 

Once you have finished adding and configuring your actions on the canvas, you must click the Update button at the bottom left of the screen.

Update: This button is the final step to activate and commit your changes to the system. If you close the page without clicking "Update," the "Add New Campaign" action will not be saved, and no customers will be enrolled.






 

Configuring an Automation Action: Mission Done
 

The Automation page uses a visual builder where you drag and drop icons to create logical workflow sequences.
 

What is the "Mission Done" Action?
 

This action is used to automatically mark specific missions or tasks as completed when a trigger event occurs. It is essential for maintaining accurate project progress without requiring manual status updates from team members.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Mission done icon (represented by a document with a green checkmark) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • All Mission of Customer: Check this box if you want the system to mark every mission associated with that customer as complete simultaneously.
       

  3. Advanced Logic: Click the ADVANCE button to set precise timing and rules:
     

    • Before/After: Decide if the completion status is applied before or after the trigger event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the mission is marked done.

    • Condition / Tag Name: Use these fields to ensure the mission only closes if the record meets certain criteria.

    • Exclude / Include: Define specific data values that should prevent or allow the mission to be marked as finished.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your completion rules.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main page.

Update: This button is the critical final step to activate the automation. If you do not click it, the "Mission done" action will not be stored, and your tasks will remain in an open status.





 

Configuring an Automation Action: Remove Mission
 

The Automation page allows you to manage task clean-up by dragging action icons into your workflow sequence.
 

What is the "Remove Mission" Action?
 

This action is used to automatically delete or clear missions from a customer's record when a trigger event occurs. It is primarily used to remove irrelevant tasks, cancel pending work if a customer's status changes, or clean up "clutter" from a record once a specific goal is achieved.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Remove Mission icon (represented by a document with a red X) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Remove all mission: Check this box if you want to wipe away every mission currently associated with that customer record.
       

  3. Advanced Logic: Click the ADVANCE button to set precise timing and rules:
     

    • Before/After: Decide if the removal happens before or after the trigger event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the missions are removed.

    • Condition / Tag Name: Define parameters so that missions are only removed if the customer has a specific tag or data value.

    • Exclude / Include: Specify data values that should either block or allow the removal of missions.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your removal settings.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main page.

Update: This button is required to officially save and activate your automation. If you don't click it, the "Remove Mission" action will not be stored, and unwanted tasks will remain on your customer's profile.





 

Configuring an Automation Action: Reminder
 

The Automation page allows you to set up time-sensitive alerts by dragging action icons into your flow sequence.
 

What is the "Reminder" Action?
 

This action is used to automatically trigger a reminder alert for a specific user or team member when an event occurs. It is primarily used to ensure that important tasks, follow-ups, or deadlines are not missed by notifying the right person at the right time.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Reminder icon (represented by an alarm clock) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Organization Members: Select the specific team member(s) who should receive this reminder.

    • Text Input: Type the message that should appear in the reminder (e.g., "Follow up with client regarding contract").
       

  3. Advanced Logic: Click the ADVANCE button to refine the alert:
     

    • Timing & Delays: Choose if the reminder triggers Before or After the event and set a Delay (Minutes, Hours, or Days) to control exactly when the alert pops up.

    • Condition / Tag Name: Define specific criteria to ensure the reminder only sends if certain data (like a specific tag) is present on the record.

    • Exclude / Include: Use these fields to block or allow the reminder based on specific customer values.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your alert settings.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: This button is the final step to activate and commit the reminder to the system. Without clicking it, the "Reminder" configuration will not be saved, and no alerts will be triggered.





 

Configuring an Automation Action: Open Tickets
 

The Automation page allows you to manage support and task workflows by dragging action icons into a functional sequence.
 

What is the "Open Tickets" Action?
 

This action is used to automatically create and open a new support or service ticket for a customer when a trigger event occurs. It ensures that customer issues or requests are immediately logged and assigned to the right team members for resolution.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Open Tickets icon (represented by a ticket stub) and drag it into the "Drop Here" area on the automation canvas.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Customer Manager: Check this box to automatically assign the ticket to the manager already associated with that customer.

    • Organization Members: Use the dropdown to select specific team members to notify or assign to the ticket.

    • Text Input: Enter a description or subject for the ticket.

    • Problem: Type the specific details or nature of the issue being logged.
       

  3. Advanced Filtering: Click the ADVANCE button to reveal timing and conditional logic:
     

    • Timing: Choose if the ticket opens Before or After the trigger event and set a Delay (Minutes, Hours, or Days).

    • Condition / Tag Name: Define specific criteria to ensure the ticket is only opened for qualifying records.

    • Exclude / Include: Specify data values that should either block or allow the ticket creation.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your ticket configuration.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: This button is required to officially save and activate your automation. Without clicking it, the "Open Tickets" action will not be saved, and no support tickets will be generated automatically.






 

Configuring an Automation Action: Stop Automation
 

The Automation page allows you to control the lifecycle of your workflows by dragging action icons into a functional sequence.
 

What is the "Stop Automation" Action?
 

This action is used to automatically terminate or pause a specific automation workflow for a customer. It is primarily used to prevent redundant communications or tasks once a specific goal is achieved, such as stopping a "Lead Nurture" flow once a customer has made a purchase.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Stop Automation icon (represented by a black tag) and drag it into the "Drop Here" area on the canvas.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Automation: Use the dropdown menu to select the specific automation flow that you want to stop.
       

  3. Advanced Logic: Click the ADVANCE button to set precise timing and rules:
     

    • Timing: Decide if the automation stops Before or After the trigger event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the flow is terminated.

    • Condition / Tag Name: Define specific criteria to ensure the flow only stops for qualifying records.

    • Exclude / Include: Specify data values that should either block or allow the termination of the flow.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your termination settings.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main automation page.

Update: This button is required to officially save and activate your automation. Without clicking it, the "Stop Automation" instruction will not be saved, and the targeted workflow will continue to run for your customers.






 

Configuring an Automation Action: Open a Room Diary
 

The Automation page uses a visual canvas where you can drag and drop icons to create logistical management sequences.
 

What is the "Open a Room Diary" Action?
 

This action is used to automatically initialize or open a room-specific booking diary when a trigger event occurs. It is primarily utilized in hospitality or facility management to ensure that a booking calendar for a specific room or resource is ready for scheduling as soon as a customer reaches a certain stage in the workflow.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Open a room diary icon (represented by a house icon) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Status: While not shown in this specific modal, this action typically links a record to a room availability state.
       

  3. Advanced Logic: Click the ADVANCE button to set precise timing and rules:
     

    • Before/After: Decide if the diary opens before or after the trigger event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the diary is activated.

    • Condition / Tag Name: Define parameters to ensure the diary only opens if the customer record contains specific profile data or tags.

    • Exclude / Include: Specify data values that should either block or permit the diary from opening.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main page.

Update: This button is the final step to activate and commit your changes to the live system. If you do not click it, the "Open a room diary" action will not trigger, and your scheduling sequence will not begin.






 

Configuring an Automation Action: Internal Status
 

The Automation page allows you to manage internal tracking by dragging action icons into your workflow sequence.
 

What is the "Internal Status" Action?
 

This action is used to automatically update the internal progress state of a record when a trigger event occurs. It is primarily used for backend organization, allowing team members to see exactly where a customer stands in your internal pipeline (e.g., "Reviewing Documents" or "Awaiting Approval") without affecting the customer's public-facing status.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Internal status icon (represented by a bar chart) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Status: Use the dropdown menu to select the specific internal state you want to apply to the record.
       

  3. Advanced Logic: Click the ADVANCE button to refine the timing:
     

    • Timing: Choose if the status changes Before or After the trigger event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the status updates.

    • Condition / Tag Name: Ensure the status only updates if the record has a specific tag or value.

    • Exclude / Include: Define data values that should either block or allow the status change.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your status configuration.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main automation page.

Update: This button is required to officially save and activate your automation. If you don't click it, the "Internal status" action will not be saved, and your pipeline tracking will remain outdated.






 

Configuring an Automation Action: Custom Field
 

The Automation page allows you to manipulate specific data points by dragging action icons into your workflow sequence.
 

What is the "Custom Field" Action?
 

This action is used to automatically update the value of a specific custom field on a customer's profile. It is ideal for data management, such as automatically recording a source, updating a preference, or stamping a specific date when a customer hits a milestone.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Custom Field icon (represented by a text-entry box) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Select Field: Use the dropdown to choose the specific custom field you want to modify (e.g., "Lead Source" or "Contract Value").

    • Value: Enter the exact text or number that the field should be updated to.
       

  3. Advanced Logic: Click the ADVANCE button to set timing and rules:
     

    • Timing: Choose if the field updates Before or After the trigger event.

    • Delay: Set a wait time (Minutes, Hours, or Days) before the update occurs.

    • Condition: Define specific criteria to ensure the field only updates for qualifying records.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your configuration.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main page.

Update: This button activates the data update. Without clicking "Update," the automation won't save, and the customer's custom field will remain unchanged regardless of the trigger.







 

Configuring an Automation Action: Add To Tab
 

The Automation page allows you to manage data categorization by dragging action icons into a workflow sequence.
 

What is the "Add To Tab" Action?
 

This action is used to automatically assign a record to a specific functional tab when a trigger event occurs. It helps organize your workspace by ensuring records appear in the correct navigation tabs (such as "Leads," "Active," or "Archive") based on their current status or actions taken.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Add To Tab icon (represented by an eight-pointed flower/star) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Tabs: Select the specific tab from the dropdown menu where the record should be added.

    • Folders: Optionally, assign the record to a specific folder within that tab.

    • Fields Name & Value: Use the + button to define specific field updates that should happen simultaneously with the tab move.
       

  3. Advanced Logic: Click ADVANCE to reveal timing and conditional settings:
     

    • Timing: Choose if the move happens Before or After the trigger and set a Delay (Minutes, Hours, or Days).

    • Condition / Tag Name: Define specific criteria to ensure only qualifying records are moved to the new tab.

    • Exclude / Include: Specify data values that should either block or allow the move.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your configuration.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main page.

Update: This button is the final step to activate and commit your changes. If you do not click "Update," the "Add To Tab" action will not be saved, and your records will not be reorganized automatically.






 

Configuring an Automation Action: Update To Tab
 

The Automation page uses a visual canvas where you can drag and drop icons to create logical workflow transitions.
 

What is the "Update To Tab" Action?
 

This action is used to automatically update or move a record to a different functional tab when a trigger occurs. It is essential for shifting a record's location within the system (e.g., moving a customer from a "Leads" tab to a "Clients" tab) while simultaneously updating specific data fields.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Update To Tab icon (represented by an eight-pointed star/flower) and drag it into the "Drop Here" area.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Tabs: Select the destination tab from the dropdown menu.

    • Folders: Choose a specific folder within that tab for better organization.

    • Fields Name & Value: Use the + button to define specific field updates (like changing a "Priority" level) that should happen during the move.
       

  3. Advanced Logic: Click ADVANCE to set timing and rules:
     

    • Before/After: Decide if the update happens before or after the trigger event.

    • Delay: Set a wait time in Minutes, Hours, or Days before the move executes.

    • Condition / Tag Name: Set specific parameters so the record only updates if it meets certain criteria.

    • Exclude / Include: Define values that should either block or allow the tab update.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your transition settings.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main page.

Update: This button is the final step to activate and commit the automation. Without clicking it, the "Update To Tab" instruction will not be saved, and your records will not move to their new locations automatically.






 

Configuring an Automation Action: Remove To Tab
 

The Automation page uses a visual canvas where you can drag and drop icons to manage how records are organized across different areas of your system.
 

What is the "Remove To Tab" Action?
 

This action is used to automatically remove a record from a specific functional tab when a trigger event occurs. It is primarily used to clear records from active views once a process is completed or if they no longer belong in a certain category (e.g., removing a "Lead" from the Leads tab once they become an "Active Customer").

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Remove To Tab icon (represented by an eight-pointed star/flower) and drag it into the "Drop Here" area on the automation canvas.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Tabs: Select the specific tab from the dropdown menu from which the record should be removed.

    • Folders: Specify if the record should be removed from a particular folder within that tab.
       

  3. Advanced Logic: Click the ADVANCE button to set precise timing and rules:
     

    • Before/After: Decide if the removal happens before or after the trigger event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the record is removed.

    • Condition / Tag Name: Define parameters to ensure the record is only removed if it contains specific tags or profile data.

    • Exclude / Include: Specify data values that should either block or permit the removal action.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your removal configuration.

Finalizing the Workflow
 

Once you have finished adding and configuring your actions on the canvas, you must click the Update button at the bottom left of the screen.

Update: This button is the final step to activate and commit your changes. Without clicking "Update," the "Remove To Tab" instruction will not be saved, and your records will remain in their original tabs.





 

Configuring an Automation Action: Customer Fields
 

The Automation page uses a visual drag-and-drop builder to manage and update client data automatically.
 

What is the "Customer Fields" Action?
 

This action is used to automatically update specific data points on a customer's record. It allows you to synchronize multiple field updates at once, ensuring your database remains accurate as customers move through different stages of your workflow.

 

Setting Up the Action
 

  1. Drag and Drop: Find the Customer fields icon (represented by a folder with a pencil) in the top menu and drag it into the "Drop Here" area on the canvas.
     

  2. Configure the Modal: Click the icon on the canvas to open the configuration window:
     

    • Select Fields: Click the dropdown to choose which Custom Field you want to update.

    • Value: Enter the new data in the corresponding text box.

    • Add Multiple: Click the (+) button to add more fields to update in this single action, or the (-) button to remove them.
       

  3. Logical Filtering: Apply conditions to target specific records:
     

    • Condition: Select a parameter to ensure the update only happens if the record meets certain criteria.

    • Exclude/Include: Use these fields to further filter which records receive the update based on specific values.
       

  4. Save the Step: Click Save changes to store the field mapping.

Finalizing the Workflow
 

After closing the modal, you must click the Update button at the bottom left of the main automation page.

Update: This button activates the logic. Without clicking "Update," your configuration for the "Customer fields" action will not be saved, and no data will be changed when the automation triggers.





 

Configuring an Automation Action: Send List
 

The Automation page allows you to automate mass communication by dragging action icons into your workflow sequence.
 

What is the "Send List" Action?
 

This action is used to automatically send a specific document or list (via email) to a customer when a trigger event occurs. It is ideal for sending automated price lists, catalogs, or standardized documentation as soon as a customer reaches a specific stage in your funnel.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Send List icon (represented by a list/document symbol) and drag it into the "Drop Here" area on the canvas.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • To Customer: Check this box to ensure the list is sent directly to the customer's email address.

    • List Type: Select the category of the list you wish to send from the dropdown.

    • Select Template: Choose the pre-designed email template that will accompany the list.

    • Email Input: Enter the main body text or specific instructions for the email.
       

  3. Advanced Timing: Click the ADVANCE button to refine delivery:
     

    • Before/After: Decide if the email sends before or after the trigger.

    • Delay: Set a wait time in Minutes, Hours, or Days (e.g., set to 5 minutes to make the automation feel more "human").

    • Condition: Define criteria to ensure the list is only sent if certain tags or profile data are present.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your settings.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main page.

Update: This button is the final step to activate and commit your changes. If you do not click "Update," the "Send List" action will not be saved, and your automated emails will not trigger.






 

Configuring an Automation Action: Change WhatsApp Status
 

The Automation page uses a visual drag-and-drop interface to manage communication workflows automatically.
 

What is the "Change WhatsApp Status" Action?
 

This action is used to automatically update the WhatsApp interaction state of a customer record. It helps the team track whether a customer is currently in an active WhatsApp conversation, has been replied to, or requires a follow-up.

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Change WhatsApp Status icon (represented by a speech bubble with a star) and drag it into the "Drop Here" area on the automation canvas.
     

  2. Configure the Modal: Click the icon to open the configuration window:
     

    • Status: Select the desired WhatsApp state from the dropdown menu (e.g., "Replied," "Pending," or "Closed").
       

  3. Advanced Logic: Click the ADVANCE button to set precise timing:
     

    • Timing: Choose if the status changes Before or After the trigger event.

    • Delay: Set a wait time in Minutes, Hours, or Days before the status updates.

    • Condition / Tag Name: Define specific criteria to ensure the status only updates if the record has a particular tag.

    • Exclude / Include: Specify data values that should either block or permit the status change.
       

  4. Save the Step: Click Save changes at the bottom of the modal to store your status configuration.

Finalizing the Workflow
 

Once your sequence is built on the canvas, you must click the Update button at the bottom left of the main automation page.

Update: This button is required to officially save and activate your automation. Without clicking it, the "Change WhatsApp Status" instruction will not be stored, and your records will not update automatically.


 



 

Configuring an Automation Action: Order Har Habituach
 

Based on the technical documentation provided, here is the breakdown of the Order Har Habituach action.
 

What is the "Order Har Habituach" Action?
 

This action is an API-driven integration that automatically orders a client record in the external "Har Habituach" (Mountain of Insurance) system. It retrieves centralized insurance data by sending the customer's government ID and birth information to a secure government-linked API.
 

 

Setting Up the Action
 

  1. Drag and Drop: Locate the Order Har habituach_client icon (Cloud + Gear icon) and drag it into the "Drop Here" area on the automation canvas.
     

  2. Configure the Modal: Click the icon to open the configuration settings:
     

    • Required Data: Ensure the customer record has the Issue_date and birth_date extra fields filled, as these are mandatory for the API call.
       

  3. Advanced Logic (ADVANCE):
     

    • Timing: Set whether the order triggers Before or After the event.

    • Conditions: You can set a condition (e.g., Tag = "Consent Signed") so the order only fires for qualified customers.
       

  4. Save the Step: Click Save changes to store the API trigger in your workflow.

Finalizing the Workflow
 

Once your sequence is built, you must click the Update button at the bottom left of the main page.

Update: This button activates the API connection. Without clicking "Update," the automation will not execute the har_habituach_create_client() function, and no insurance data will be requested.





 

Configuring an Automation Action: Order Mislaka
 

Based on the provided documentation and visual builder screenshots, here is the setup guide for the Order Mislaka automation action.
 

What is the "Order Mislaka" Action?
 

This action is an API-driven integration that automatically creates or orders a client record in the external Mislaka (Polywizz) system. It is used for sending and receiving Mislaka documents and automatically syncing the customer's clearing status (e.g., "Mislaka Sent" or "Mislaka Received").


Setting Up the Action
 

To implement this action in your workflow, follow these steps:
 

  1. Identify the Event: Every automation begins with an Event (trigger) at the top of the flow that determines which customers enter the process.
     

  2. Drag and Drop: Locate the Order Mislaka icon (Cloud + Gear) in the action palette and drag it into the "Drop Here" area on the automation canvas.
     

  3. Configure the Modal: Click the action icon on the canvas to open the configuration settings:
     

    • Required Customer Data: For the API to succeed, the customer profile must have their first_name, last_name, Issue_date, and birth_date filled in.
       

  4. Advanced Logic (ADVANCE): Click the ADVANCE button to refine how the action executes:
     

    • Timing: Set whether the order triggers Before or After the initial event.

    • Delay: Set a specific wait time in Minutes, Hours, or Days before the Mislaka order is sent.

    • Conditions: Select a specific parameter to ensure the order only triggers for certain customers.

    • Tag Filtering: Use Tag Name, Exclude, or Include to further limit the action to customers with specific tags.
       

  5. Save the Step: Click Save changes at the bottom of the modal to store your configuration.

Finalizing the Workflow
 

  • Update: After building your sequence, you must click the Update button (disk icon) located at the bottom left of the automation screen.

  • Performance: This button activates the API hook. Once activated, the system executes the polywizz_create_client() function to send the data to the Mislaka/Polywizz API.



 

מוצרים

מודולים

מאפיינים

מחירון

עלינו

צרו קשר

עוד

BIZ1 CRM
באינטרנט
איש קשר Biz1.co.il