Automations Overview

Automations consist of Triggers, Actions, Conditions, and Delays

Automations Overview 

Automations allow you to automate and personalize your customer's journey. Automations can be used to follow up with leads, remind customers of other purchase opportunities, remind team members to contact a lead, and even send a customer a happy birthday message! 


The first step in creating your Automation is to add a Trigger. The following Triggers are available to start your Automation:

  • Activities
    • Activity Logged
  • Contacts
    • New 'Contacts' Created
  • Fields
    • Field Updated
    • Tag Added/Removed
    • On or Around Date
  • Interactions
    • Form Submitted
    • Survey Submitted
    • Website Visited
    • Interaction Occurred
  • Messages
    • Email Delivered to Contact
    • Email Received from Contact
    • Email Interaction
    • Text Received from Contact 


Actions allow you to update records, send communications, start and stop Automations, or notify team members. The following Actions are available to add to your Automation: 

  • Activities
    • Schedule Activity

  • Automations
    • Start/Pause Automation
    • Go to Automation Step
    • Start/Stop Sequences
    • External HTTP Requests
  • Fields
    • Change Field Value
    • Change Tags
    • Math Operators
  • Messages
    • Send Email
    • Sent Text Message
    • Send Survey
  • Related Objects
    • Create Related Entity
    • Modify Related Entity
  • Team 
    • Notification (Email)
    • Notification (Text)
    • Assign Team Member 


Conditions allow you to filter Automations to only include the correct contacts. Conditions split Automations into two paths. If the contact matches the conditions set, they will proceed down the "Yes" path. Otherwise, they will proceed down the "No" path.

The following Conditions are available to add to your Automations: 

  • Is In Group(s)
  • Is Not In Group(s)
  • Custom Filters


Delays are steps in an Automation that allow you to control when the next step occurs. A common example of a delay is waiting 24 hours after a contact has opened an email, before sending them a follow up email. 

The following Delays are available to add to your Automations: 

  • Minutes
  • Hours
  • Days
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