Every automation starts with a trigger, such as a message received, a form filled, a tag added, or a webhook from your website. From there you chain actions: send templates and interactive messages, wait, branch, assign team members, and more.
The builder is evolving fast, so instead of one overview we record focused use case videos. Each one builds a complete, working automation from scratch. Pick the use case closest to yours and follow along.
How to Build WhatsApp Follow-Up Sequences
Nurture leads automatically with a multi-day WhatsApp sequence. Works for a database you already have, a landing page that keeps sending new leads, or anyone who DMs you.
This video covers:
- Creating a new automation and picking the right trigger: message received, incoming webhook, or tag added
- Enrolling an existing database into a sequence by importing contacts and bulk-adding a tag
- Sending template messages with personalization variables like the contact’s name
- Choosing the correct branch after a template so the sequence continues without waiting for a reply
- Adding wait steps between messages and duplicating nodes to build 5, 20, or 30-day sequences fast
- Fixing validation errors, saving as draft, and publishing the automation
Event Confirmation and Reminder Automation
Built for anyone running webinars, workshops, call bookings, or any event with registrations. Send an instant confirmation, then timed reminders that count down to the event.
This video covers:
- Triggering the automation from a webhook (Pabbly, Zapier, or your own landing page) or from a tag added via the Zacx API
- Using the set variable action to store the event date and time in one place
- Sending a confirmation template and filling its placeholders with the contact’s name, the event date and time, and the join link
- Adding wait until a date and time steps that resume 24 hours and 12 hours before the event using the stored variable
- Sending reminder templates and a final “we are live” message at the event time
- Reusing the same automation for your next event by changing only the variable
- Publishing and testing the flow by adding the tag to a contact
Build a WhatsApp DM Bot
Turn incoming messages into a guided conversation. Ideal for Click-to-WhatsApp ads and keyword-based enquiries where you want sales and support routed automatically.
This video covers:
- Triggering the bot with the message received trigger and one or more keywords
- Sending interactive messages with text, image, video, or document, plus up to three buttons or a list for more options
- Branching the conversation from each button or list choice and looping users back to a menu
- Assigning the chat to a team member when a customer asks for a human
- Extending the bot with tags, Google Sheets, branch conditions, and HTTP requests to your own backend
- Replacing long question chains with a WhatsApp Form, then branching on the saved custom field to qualify or disqualify leads
Explore More Use Cases
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