Automations Overview

Automations consist of Triggers, Actions, Conditions, Goals 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 Contact Created
  • Fields
    • Field Updated
    • Tag Added/Removed
    • On or Around Date
  • Interactions
    • Form Submitted
    • Survey Submitted


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
    • Go to Automation Step
    • External HTTP Requests
  • Fields
    • Change Field Value
    • Change Tags
    • Math Operators
  • Messages
    • Send Email
    • Sent Text Message
  • 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


Goals are similar to Triggers. With goals, your Automation will wait until something happens and won't continue down the path immediately, like when using a Condition.

The record will be assessed as Goal Met or Goal Not Met, when they reach the Goal Step in your Automation. When reaching the Goal Step, the automation will only go down one path. You can always setup a second Goal if multiple need to be met.

  • Activity Logged
  • Field Updated
  • Tag Added/Removed
  • Form Submitted


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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