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/create-an-automation.md.
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  • How do I create an automation in Clickmax?

    1. Go to Automations and click Create automation > From scratch.
    2. Add a trigger (for example: contact joined a list, clicked a link or bought a product).
    3. Set the actions (for example: send a message, apply a tag, move the opportunity to another stage).
    4. Save and activate the automation.

    If it didn't work