#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.

#How to read the blocks in the editor

Each trigger takes one row: the type on top and, below it, a short summary of what is configured (for example "30 seconds", the tag name or "Product | Offer · Pix"). When something is still missing, the second line shows "Click to configure" in amber. Triggers with no parameters show the type only. The full detail — the list of offers, the webhook URL with its call log, the link to the funnel — lives in the trigger settings: click the row to open it.

• The bar at the top of each block shows its type (WhatsApp, Wait, Condition…). Click the block to configure it.
• A trigger's or step's settings open in a panel on the left, with the canvas still visible beside it — the same panel the funnel editor uses. On message steps, the channel preview shows to the right of the panel. Esc, the ✕ or Cancel close it; if there is an unconfirmed change, Flows asks before discarding. Picking a trigger or an action still happens in a centered window.
• Red border: the step is incomplete. Hover the block to see what is missing.
• Amber border: the channel account (WhatsApp, email or Telegram) needs attention; the notice under the block takes you to the setup.
• Dashed row inside the block: nothing configured yet — click it to add content.
• The rows at the bottom of the block are its outputs ("Next", each button, "no reply"). The dot at the right end of each row is what takes the click, not the row itself: click it (or drag from it) to pick the next step.
• On hover, the duplicate and delete buttons appear beside the block.
• Notes (post-it): the color palette and the menu with duplicate and delete live in the block's bar; select text to see the formatting bar.
• The column of buttons on the right of the canvas holds, top to bottom: arrange the blocks automatically (the wand), block alignment, then zoom in, zoom out and fit everything. Hover to see each one's name. Each zoom click changes the zoom by 40%, between 10% and 200%.
• The alignment button opens a menu with two options — snap to grid or free positioning — and its icon shows which one is active. It starts on free positioning.

#How to move, zoom and select on the canvas

The automation canvas answers to the same gestures as the funnel editor:

• Move the canvas: scroll with the wheel or with two fingers on the trackpad. You can also drag with the middle mouse button, or hold Space and drag with the left button — the cursor turns into a hand.
• Zoom in and out: pinch on the trackpad or ⌘/Ctrl + scroll. The buttons in the right-hand column do the same.
• Select several blocks: drag on an empty area to draw a box; touching a block is enough to include it. Shift + click adds one block at a time.
• Delete: with a block or a connection selected, press Backspace or Delete.

The bar at the bottom of the canvas switches the active tool. Hover to see the name and the shortcut:

• Select (V): the default. Dragging on an empty area selects.
• Hand (H): dragging on an empty area moves the canvas and the blocks stay locked. It shares a button with Select — use the small arrow next to it to switch.
• Annotation (S): a preview of the sticky note follows the pointer showing exactly where it will land; clicking creates the note there and the tool goes back to Select.
• Esc returns to Select at any time.

#How to connect blocks

Every output of a block has a connection point on its right edge — the dot next to "Next", next to each button or each path. Its colour says what the output stands for: green for the true path or a valid reply, red for false or invalid, amber for "no reply", grey for the "otherwise" path. A line leaving a coloured dot carries the same colour to the destination block; the "Next" output stays grey.

• Connect to a block already on the canvas: drag from the dot to the block and release — or click the dot, move the mouse and click the block. The block lights up when it can receive the connection.
• Create the next block: drag (or click) from the dot and release on an empty area. The next-step menu opens right there, already connected to the output.
• Cancel: Esc, or release outside the canvas.
• Change a destination: drag (or click) from the taken dot to the new block, or to an empty area to create one. The editor asks before removing the current connection. You can also hover the line and click the ✕.
• The trigger block only emits: no output can go back to it.

Lines run behind the blocks, which are slightly translucent, so a connection crossing a block stays visible.

#Related

• Automations
• Your first automation
• Automation triggers
• Automate messages

#If it didn't work

• The automation doesn't fire: check that it is active and that the trigger matches the event you expect, in Automation triggers.
• You can't find the create option: it may be a missing permission — see No permission.
• Other questions: see the frequently asked questions.