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.

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, WhatsApp messages, 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, WhatsApp
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