Automations Overview

Build powerful workflows that automatically respond to survey events. Send follow-up emails, sync data to CRMs, and trigger custom actions - all without writing code.

Email and coupon actions start on Advance. SMS actions and HTTP requests start on Pro. See pricing and allowances. WhatsApp actions are not generally available in the current release.

How Automations Work

Workflow Components

🎯

Triggers

Entry points that start your workflow: survey completed, opened, or contact added

🔀

Conditions

Branch logic based on survey scores, contact data, or custom rules

📧

Actions

Send emails, SMS, or distribute coupons

🌐

HTTP Requests

Call external APIs to sync data with CRMs, analytics, and more

📝

Set Value

Store and transform data using workflow parameters

📊

Execution Logs

Debug and monitor workflow runs with detailed logs

Key Concepts

Triggers

Entry points that start a workflow execution:

Trigger	Description
Survey Response Completed	Fires when a respondent submits a survey
Survey Response Opened	Fires when a respondent opens a survey
Contact Added	Fires when a new contact is added to the collector

Step Types

Type	Purpose	Examples
Condition	Branch logic based on values	If score > 8, then...
Action	Send messages	Email, SMS
Integration	Call external APIs	HTTP Request
Data	Transform values	Set Value

Variables

Dynamic values available throughout workflow execution:

• Survey Variables - Score, status, timestamps
• Contact Variables - Email, phone, name
• Parameters - Custom temporary variables
• Fields - Persistent custom fields

Common Workflow Patterns

1. NPS Follow-up

2. CRM Integration

3. Multi-Channel Reward

Visual Flow Builder

The automation flow builder provides an intuitive drag-and-drop interface:

Feature	Description
Node Editor	Click nodes to configure triggers, conditions, and actions
Connection Lines	Drag to connect nodes and define workflow paths
Undo/Redo	Ctrl+Z / Ctrl+Y to navigate edit history
Auto-Save	Changes save automatically as you work
Test Mode	Run workflows with sample data before activating
Execution Logs	View detailed logs for debugging

Keyboard Shortcuts

• Delete - Remove selected node
• Arrow keys - Navigate between nodes
• Enter - Open node configuration
• Escape - Close configuration panel

Next Steps

• Workflow Parameters - Learn about variables and data flow
• HTTP Requests - Call external APIs from workflows