Platform capabilities

Introduce delays between actions

Users can set delays between actions within a workflow based on a chosen time period, allowing for greater flexibility and control.

Combine multiple triggers and actions

Users can build workflows that combine multiple triggers and actions into a single streamlined process, enhancing automation possibilities.

Updating a custom field

Custom fields can be updated automatically as part of an automation, ensuring data stays accurate and consistent.

Sending an email

Automations can trigger emails to be sent, allowing for timely communication without manual input.

Setting a delay before an action occurs

Delays can be introduced between actions, giving you control over the timing of automated workflows.

Selecting the recipient

Users can choose the recipient of the email from several options:

• The affected contact from the automation
• A specific email address
• The form responder

Defining sender details

Users can customise sender information by specifying:

• The sender's name
• The sender's email address

Customising the email content

Users can personalise the email by adding a subject line and creating the email body. Available options for creating the body include:

• Plain text (similar to Outlook-style emails)
• The full email builder
• Pre-designed email templates

A contact fills out a form

This trigger activates an automation when a contact completes a form.

A custom field changes on a contact profile

An automation can be triggered whenever a custom field on a contact’s profile is updated.

An address is added or modified on a contact profile

Automations can start when a contact's address is either added or changed.

A contact detail is added or updated

This trigger activates when any detail on a contact’s profile is added or updated.

Multiple triggers in a single workflow

Automations allow for the use of multiple triggers within the same workflow, enabling more complex and dynamic processes.

Create a new automation

Begin by creating a new automation in the system.

Assign a name to the automation

Provide a clear and descriptive name for the automation to identify its purpose.

Save or publish the automation

Once completed, save the automation or publish it to make it active and usable.