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/messaging/triggers-and-conditions-in-automations.md.
  • English

      • How do triggers and conditions work in automations?

      Every automation has a trigger (the event that starts it) and can use conditions (which branch the path according to the contact's data).

      • Trigger: fires the automation when something happens — for example, the contact joins a list, a tag is applied, they make a purchase or they ask for a refund.
      • Conditions: partway through the flow, they check a piece of contact information (tag applied, product bought, pipeline stage) and send each person down a different branch.

      That is how you personalise the journey: people who bought go one way, people who only showed interest go another.

      If it didn't work

      • The automation does not start: check that the trigger you chose matches the contact's real event in automation triggers.
      • The contact took the wrong branch: review the tags and data used in the conditions in Contacts.
      • Questions about other available events: see the events reference.