MODULE GUIDES
Module guide: Event trigger
Begin the automation when your user performs an event
Written by Aneta Koreba
Module guide: Show a pop-up
Show a pop-up to collect the information you need
Written by Dawid Tyburek
Module guide: Answer condition
Learn more about this useful Chatbot module
Written by Maciej Rzadkowski
Module guide: Bot message
Create automated messages and/or questions
Written by Maciej Rzadkowski
Module guide: API call
Send an API call to your app
Written by Grzegorz Kacperski
Module guide: Client's Attribute Change Trigger
Start the automation after one of your clients' attribute has changed
Written by Aneta Koreba
Module guide: Add tags Action
Tag your users automatically
Written by Alina Shafikova
Module guide: API call Action - test your API call
Get to know how to test whether your API call module works
Written by Dawid Gulbicki
Module guide: Segment
Filter your users for further actions
Written by Michael Wertenberg
Module guide: Update an attribute Action
Update user profiles automatically
Written by Aneta Koreba
Module guide: Filter Condition
Filter the users that suit your automation best
Written by Aneta Koreba
Module guide: Delay Action
Set time intervals in your automation paths
Written by Aneta Koreba
Module guide: Page visit Trigger
Trigger your automation when users visit a given page
Written by Aneta Koreba
Module guide: Send a chat message
How to send automatic chat messages
Written by Michael Wertenberg
Module guide: Incoming message
Start the action when somebody sends you a chat message
Written by Alina Shafikova
Module guide: Send a web push campaign
Create an automation to send web push notifications
Written by Michał Brożyna
Module guide: Visited Page Condition
Check if the user has visited a particular page within a given amount of time
Written by Aneta Koreba
Module guide: On date&time Trigger
Choose the appropriate time your action path runs
Written by Aneta Koreba
Module guide: Change score Action
Score your users automatically
Written by Aneta Koreba
Module guide: IMAP email
Learn how to automate actions based on the users' replies
Written by Michał Brożyna
Module guide: SMS campaign
How to send an SMS to your users
Written by Aneta Koreba
Module guide: Add to a list Action
Automate adding users to a list
Written by Aneta Koreba
Module guide: Agent Email Action
Send an email to a given agent when specific conditions are met
Written by Aneta Koreba
Module guide: Tag added
Trigger an automation when a tag is added to the user
Written by Aneta Koreba
Module guide: Change deal state Action
Learn how to automatically move the customer forward through the sales funnel
Written by Aneta Koreba
Module guide: Pop-up Submitted Condition
Check who has submitted your form
Written by Alina Shafikova
Module guide: Change custom attribute Action
Add or subtract a number from a numerical attribute value
Written by Aneta Koreba
Module guide: Email Action Condition
Send personalized messages if a user clicks or opens an email
Written by Aneta Koreba
Module guide: Create an Activity Action
This module lets you schedule an activity for a sales representative or a support agent every time the user behaves in a specific way.
Written by Aneta Koreba
Module guide: Activity Trigger
Trigger your action with an activity
Written by Aneta Koreba
Module guide: User Responded Condition
Check if the user sent you a message in a given period of time
Written by Aneta Koreba
Module guide: Remove Tags Action
Automate removing tags from user profiles to make segmentation more precise
Written by Aneta Koreba
Module guide: Deal Trigger
Start your automation when a deal changes its status
Written by Aneta Koreba
Module guide: Deal stage change
Trigger your action when a deal is moved to another stage
Written by Aneta Koreba
Module guide: Aggregator Action
Learn how to collect data for aggregators
Written by Aneta Koreba
Module guide: Compare custom attributes Condition
Filter users by checking which of two given attributes has the larger value
Written by Aneta Koreba
Module guide: Add a note Action
Add a predefined note with user attributes to a given user
Written by Aneta Koreba
Module guide: Create a deal Action
This is a very simple module that is the true dream of every sales representative
Written by Aneta Koreba
Module guide: Send code Action
Learn how to send additional script to a user’s browser
Written by Aneta Koreba
Module guide: Time Condition
Limit the time your automation is executed
Written by Aneta Koreba
Module guide: Agent responded Condition
Determine whether users get responded or not.
Written by Aneta Koreba
Module guide: Remove From List Action
Automate removing users from a list
Written by Andrzej Pacholik
Module guide: Pop-up Submitted Trigger
Learn how to spark your automated messages when someone fills out a pop-up form
Written by Alina Shafikova
Module guide: HTML block Action
Activate a given HTML block for specific users
Written by Aneta Koreba
Module guide: Update company attribute Action
Update a company profile automatically
Written by Aneta Koreba
Module guide: Note added Trigger
Trigger your action when a note is added to a user's profile
Written by Aneta Koreba
Module guide: Create event
How to create an event occurrence with given attributes
Written by Michael Wertenberg
Module guide: Split A/B Condition
Run A/B tests to check the effectiveness of campaigns
Written by Aneta Koreba
Module guide: Finish Path Action
Check the statistics for each action flow
Written by Andrzej Pacholik
Action module: Send data
Learn how to send custom data to a user widget
Written by Andrzej Pacholik
Module guide: Data collector Action
Collect data from arbitrary elements of your website
Written by Aneta Koreba
Module guide: Push notification Action
Send push notifications automatically straight to your customers' phones
Written by Andrzej Pacholik
Module guide: Product Event Trigger
Launch the action once the user triggers a given product event
Written by Aneta Koreba
Module guide: Email Action Trigger
You can trigger the automation with email opened or link clicked!
Written by Dawid Tyburek
Module guide: Received Email Condition
Check who has yet to receive a particular email campaign
Written by Aneta Koreba
Module guide: Mobile Notification Action
Send mobile notifications automatically
Written by Andrzej Pacholik
Module guide: Assign Agent Action
Learn how to automatically assign an agent(s) to a specific scenario in your automation
Written by Aneta Koreba
Module guide: Send Web Notification to Agent
This modules allows to notify the agents within the application.
Written by Alina Shafikova
Module Guide: New User trigger
Learn how to automate actions after new user is created
Written by Dawid Tyburek
Module guide: Tag removed Trigger
Learn how to use this trigger in automations
Written by Aneta Koreba
Module guide: Removed from list Trigger
Start automation when your users are removed from a list
Written by Aneta Koreba
Module guide: Mobile Activity Trigger
Find out more about the trigger for mobile app activity of your users
Written by Alina Shafikova
Module guide: WhatsApp action trigger
Trigger automation flows based on WhatsApp message actions.
Written by Alina Shafikova