Automations

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Workflow Components

• Triggers: Start a flow based on a keyword, a new contact, or a webhook.
• Messages: Send automated text, media, or template responses.
• Conditionals: Branch your flow based on user input or contact data (e.g., if “interested” then…).
• Actions: Update contact details, notify team members, or trigger external webhooks.

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Creating your first Flow

1. Navigate to Automation > Flow Builder.
2. Click Create New Flow.
3. Drag nodes onto the canvas and connect them to define the logic.
4. Publish your flow to make it live.