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MODULE GUIDES

Module guide: Event trigger

Begin the automation when your user performs an event

Aneta Koreba

Written by Aneta Koreba

Module guide: Show a pop-up

Show a pop-up to collect the information you need

Dawid Tyburek

Written by Dawid Tyburek

Module guide: Answer condition

Learn more about this useful Chatbot module

Maciej Rzadkowski

Written by Maciej Rzadkowski

Module guide: Bot message

Create automated messages and/or questions

Maciej Rzadkowski

Written by Maciej Rzadkowski

Module guide: API call

Send an API call to your app

Grzegorz Kacperski

Written by Grzegorz Kacperski

Module guide: Client's Attribute Change Trigger

Start the automation after one of your clients' attribute has changed

Aneta Koreba

Written by Aneta Koreba

Module guide: Add tags Action

Tag your users automatically

Alina Shafikova

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

Dawid Gulbicki

Written by Dawid Gulbicki

Module guide: Segment

Filter your users for further actions

Michael Wertenberg

Written by Michael Wertenberg

Module guide: Update an attribute Action

Update user profiles automatically

Aneta Koreba

Written by Aneta Koreba

Module guide: Filter Condition

Filter the users that suit your automation best

Aneta Koreba

Written by Aneta Koreba

Module guide: Delay Action

Set time intervals in your automation paths

Aneta Koreba

Written by Aneta Koreba

Module guide: Page visit Trigger

Trigger your automation when users visit a given page

Aneta Koreba

Written by Aneta Koreba

Module guide: Send a chat message

How to send automatic chat messages

Michael Wertenberg

Written by Michael Wertenberg

Module guide: Incoming message

Start the action when somebody sends you a chat message

Alina Shafikova

Written by Alina Shafikova

Module guide: Send a web push campaign

Create an automation to send web push notifications

Michał Brożyna

Written by Michał Brożyna

Module guide: Visited Page Condition

Check if the user has visited a particular page within a given amount of time

Aneta Koreba

Written by Aneta Koreba

Module guide: On date&time Trigger

Choose the appropriate time your action path runs

Aneta Koreba

Written by Aneta Koreba

Module guide: Change score Action

Score your users automatically

Aneta Koreba

Written by Aneta Koreba

Module guide: IMAP email

Learn how to automate actions based on the users' replies

Michał Brożyna

Written by Michał Brożyna

Module guide: SMS campaign

How to send an SMS to your users

Aneta Koreba

Written by Aneta Koreba

Module guide: Add to a list Action

Automate adding users to a list

Aneta Koreba

Written by Aneta Koreba

Module guide: Agent Email Action

Send an email to a given agent when specific conditions are met

Aneta Koreba

Written by Aneta Koreba

Module guide: Tag added

Trigger an automation when a tag is added to the user

Aneta Koreba

Written by Aneta Koreba

Module guide: Change deal state Action

Learn how to automatically move the customer forward through the sales funnel

Aneta Koreba

Written by Aneta Koreba

Module guide: Pop-up Submitted Condition

Check who has submitted your form

Alina Shafikova

Written by Alina Shafikova

Module guide: Change custom attribute Action

Add or subtract a number from a numerical attribute value

Aneta Koreba

Written by Aneta Koreba

Module guide: Email Action Condition

Send personalized messages if a user clicks or opens an email

Aneta Koreba

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.

Aneta Koreba

Written by Aneta Koreba

Module guide: Activity Trigger

Trigger your action with an activity

Aneta Koreba

Written by Aneta Koreba

Module guide: User Responded Condition

Check if the user sent you a message in a given period of time

Aneta Koreba

Written by Aneta Koreba

Module guide: Remove Tags Action

Automate removing tags from user profiles to make segmentation more precise

Aneta Koreba

Written by Aneta Koreba

Module guide: Deal Trigger

Start your automation when a deal changes its status

Aneta Koreba

Written by Aneta Koreba

Module guide: Deal stage change

Trigger your action when a deal is moved to another stage

Aneta Koreba

Written by Aneta Koreba

Module guide: Aggregator Action

Learn how to collect data for aggregators

Aneta Koreba

Written by Aneta Koreba

Module guide: Compare custom attributes Condition

Filter users by checking which of two given attributes has the larger value

Aneta Koreba

Written by Aneta Koreba

Module guide: Add a note Action

Add a predefined note with user attributes to a given user

Aneta Koreba

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

Aneta Koreba

Written by Aneta Koreba

Module guide: Send code Action

Learn how to send additional script to a user’s browser

Aneta Koreba

Written by Aneta Koreba

Module guide: Time Condition

Limit the time your automation is executed

Aneta Koreba

Written by Aneta Koreba

Module guide: Agent responded Condition

Determine whether users get responded or not.

Aneta Koreba

Written by Aneta Koreba

Module guide: Remove From List Action

Automate removing users from a list

Andrzej Pacholik

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

Alina Shafikova

Written by Alina Shafikova

Module guide: HTML block Action

Activate a given HTML block for specific users

Aneta Koreba

Written by Aneta Koreba

Module guide: Update company attribute Action

Update a company profile automatically

Aneta Koreba

Written by Aneta Koreba

Module guide: Note added Trigger

Trigger your action when a note is added to a user's profile

Aneta Koreba

Written by Aneta Koreba

Module guide: Create event

How to create an event occurrence with given attributes

Michael Wertenberg

Written by Michael Wertenberg

Module guide: Split A/B Condition

Run A/B tests to check the effectiveness of campaigns

Aneta Koreba

Written by Aneta Koreba

Module guide: Finish Path Action

Check the statistics for each action flow

Andrzej Pacholik

Written by Andrzej Pacholik

Action module: Send data

Learn how to send custom data to a user widget

Andrzej Pacholik

Written by Andrzej Pacholik

Module guide: Data collector Action

Collect data from arbitrary elements of your website

Aneta Koreba

Written by Aneta Koreba

Module guide: Push notification Action

Send push notifications automatically straight to your customers' phones

Andrzej Pacholik

Written by Andrzej Pacholik

Module guide: Product Event Trigger

Launch the action once the user triggers a given product event

Aneta Koreba

Written by Aneta Koreba

Module guide: Email Action Trigger

You can trigger the automation with email opened or link clicked!

Dawid Tyburek

Written by Dawid Tyburek

Module guide: Received Email Condition

Check who has yet to receive a particular email campaign

Aneta Koreba

Written by Aneta Koreba

Module guide: Mobile Notification Action

Send mobile notifications automatically

Andrzej Pacholik

Written by Andrzej Pacholik

Module guide: Assign Agent Action

Learn how to automatically assign an agent(s) to a specific scenario in your automation

Aneta Koreba

Written by Aneta Koreba

Module guide: Send Web Notification to Agent

This modules allows to notify the agents within the application.

Alina Shafikova

Written by Alina Shafikova

Module Guide: New User trigger

Learn how to automate actions after new user is created

Dawid Tyburek

Written by Dawid Tyburek

Module guide: Tag removed Trigger

Learn how to use this trigger in automations

Aneta Koreba

Written by Aneta Koreba

Module guide: Removed from list Trigger

Start automation when your users are removed from a list

Aneta Koreba

Written by Aneta Koreba

Module guide: Mobile Activity Trigger

Find out more about the trigger for mobile app activity of your users

Alina Shafikova

Written by Alina Shafikova

Module guide: WhatsApp action trigger

Trigger automation flows based on WhatsApp message actions.

Alina Shafikova

Written by Alina Shafikova