For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/automate-sales-processes.md.
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      • Can I automate sales processes?

      Yes. With automations you build flows that react to funnel events — from capture through to after-sales — sending messages, moving the contact between pipeline stages, applying tags and creating tasks automatically for each contact.

      To get started, build your first automation by choosing a trigger and the actions that should run.

      If it didn't work