Pick the trigger
From the list of supported events.
Triggers come from all of Helpy: a new lead from a form, an incoming message, a stage change, a booking made or cancelled, a missed call, an order from your Zid store, or a webhook from another system.
A new lead, an incoming message, a stage change, a booking, a missed call or a store order.
From the list of supported events.
Like source, tag or channel.
What happens right after.
The system acts the moment it happens.
Store orders start follow-up.
Webhooks for any outside event.
Draw workflows as connected steps: a trigger, conditions, waits and actions.
If the customer replies take one path; if not, send another follow-up.
Draw a chat with buttons and questions on WhatsApp, Telegram and website chat: collect details, send them to your CRM, or hand over to a person or agent.
Receive and send events to your other systems without code.
See what happened for every customer, where it stopped and why.