Automations
Events
Triggers that start your automations.
Events (triggers) determine when an automation runs. Select one trigger per automation.
Quick Overview: Choose from quote, order, call, customer, or conversation events to trigger your automation workflows.
Available Events
| Event | Fires When |
|---|---|
| Quote Created | A new quote is created |
| Order Created | A new order is placed |
| Call Terminated | A phone call ends |
| Customer Created | A new customer is added |
| Conversation Tagged | A tag is added to a conversation |
Quote Created
Fires when a new quote is created in the system.
Use Cases
- Send recovery attempts for abandoned quotes
- Notify salesmen of high-value opportunities
- Auto-assign tasks for follow-up
- Route high-value quotes to senior staff
Available Conditions
| Field | Description |
|---|---|
| Brand | Filter by product brand |
| Value | Quote total amount |
| Status | Quote status (e.g., Open) |
| Channel | Quote origin (Email, SMS, Phone, etc.) |
| Customer ID | Customer identifier |
| Customer Branch ID | Branch identifier |
Compatible Actions
- Send Quote Recovery
- Assign Task
- Change Quote Status
- Send Notification
Order Created
Fires when a new order is placed.
Use Cases
- Send confirmation notifications
- Create follow-up tasks
- Alert team members of large orders
- Trigger post-sale workflows
Available Conditions
| Field | Description |
|---|---|
| Brand | Filter by product brand |
| Value | Order total amount |
| Status | Order status |
| Channel | Order origin (Email, SMS, Phone, etc.) |
| Customer ID | Customer identifier |
| Customer Branch ID | Branch identifier |
Compatible Actions
- Assign Task
- Send Notification
Call Terminated
Fires when a phone call ends, whether answered or missed.
Use Cases
- Create callback tasks for missed calls
- Send follow-up messages after calls
- Log call outcomes
- Escalate repeated missed calls
Available Conditions
| Field | Description |
|---|---|
| Direction | Inbound or Outbound |
| Status | Call result (Answered, Missed, etc.) |
Compatible Actions
- Assign Task
- Send Notification
Customer Created
Fires when a new customer is added to the system.
Use Cases
- Send welcome communications
- Assign onboarding tasks
- Notify account managers
- Trigger new customer workflows
Available Conditions
| Field | Description |
|---|---|
| Prospect | Whether customer is a prospect |
Compatible Actions
- Assign Task
- Send Notification
Conversation Tagged
Fires when a tag is added to a conversation (manually or by AI).
Use Cases
- Escalate urgent conversations to managers
- Route tagged conversations to specialized teams
- Create tasks for specific issue types
- Send notifications based on conversation topics
Available Conditions
| Field | Description |
|---|---|
| Tag | Filter by specific tag |
| Sender | Filter by conversation sender |
| Source | Channel (WhatsApp, Email) |
| Tagged By | Who applied the tag (manual or AI) |
| Assigned User | Conversation assignee |
| Assigned Team | Team the conversation is assigned to |
| Status | Conversation status (Open, Pending, Resolved) |
Compatible Actions
- Send Conversation Notification
- Assign Conversation Task
Choosing the Right Event
| If you want to... | Use this event |
|---|---|
| Follow up on quotes | Quote Created |
| Confirm orders | Order Created |
| Handle missed calls | Call Terminated |
| Onboard new customers | Customer Created |
| Escalate urgent issues | Conversation Tagged |