Automations (Workflows)

Overview

This video covers:

1. What automations are and how they work
2. Understanding triggers and actions
3. Setting up your first automation
4. Managing automation workflows history and versioning

Use Case Videos

Keyword / DM Automation

Trigger automated sequences based on keywords customers send, enabling intelligent conversational marketing at scale.

Webhook Trigger Automation

Integrate external systems and services with webhook triggers to create powerful cross-platform automation workflows.

Webinar Confirmation + Reminders

Set up automated workflows to send webinar confirmations immediately after registration and automatic reminders before the event starts.

Appointment Confirmation + Reminders

Automate appointment confirmations and reminder sequences to reduce no-shows and improve customer engagement.

Explore More Use Cases

Have a unique use case you’d like to explore? Our team is here to help!

Connect with our chat support to discuss your specific automation needs and get personalized guidance on implementing custom workflows for your business.