Automations
You can now start automations from clear triggers—the moment something happens that should kick off a flow, such as a purchase, a join, a form completion, or a card link. Ideal when you want follow-up to run itself without watching the list after every shift.
Pick a trigger in the flow builder, then narrow it with Filters so only the right customers enter—by group, profile details, location, products on a sale, or journey stage. Different trigger types expose different filter sets; scheduled runs apply when you use For customers already in this group.
Go to Automations → New Automation (or Automations → Flow), set Applies to customers, choose a trigger, expand Filters, then add your actions. Review related release notes for each major trigger type when you want the filter checklist for that event.
You can now start automations from clear triggers—the moment something happens that should kick off a flow, such as a purchase, a join, a form completion, or a card link. Ideal when you want follow-up to run itself without watching the list after every shift. Pick a trigger in the flow builder, then narrow it with Filters so only the right customers enter—by group, profile details, location, products on a sale, or journey stage. Different trigger types expose different filter sets; scheduled runs apply when you use For customers already in this group. Go to Automations → New Automation (or Automations → Flow), set Applies to customers, choose a trigger, expand Filters, then add your actions. Review related release notes for each major trigger type when you want the filter checklist for that event.
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