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/main-automation-triggers.md.
  • English

      • What are the main triggers available for automations?

      A trigger is the event that starts an automation. The most used ones are:

      • Manual send — you send it yourself to a list, tag or segment.
      • Contact and tag — contact created or captured, tag applied or removed.
      • Sales and payments — purchase paid, PIX or Boleto generated, abandoned cart, card declined, refund requested.
      • Opportunities (pipeline) — opportunity won, lost, or moved into or out of a stage.
      • Messages — a message or comment received on WhatsApp, Instagram or Telegram.
      • External platforms — purchase and subscription events from the platforms connected under Integrations.

      The full catalogue, including funnel and flow triggers, is in Automation triggers.

      If it didn't work

      • The trigger isn't in the selector: it may be marked coming soon, or it may depend on a channel/integration you haven't connected yet. See Integrations.
      • The automation doesn't fire: confirm the trigger is active and the matching channel is connected. See Automations.
      • Error saving the automation: see error codes and messages.