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/guides/trigger-based-automations.md.
  • English

      • How do I send messages as the lead moves forward?

      A time-based sequence treats everyone the same. A trigger-based automation reacts to what the person does — and that is the difference between talking to the lead and talking near them.

      Before you start

      • Role: Owner, Admin or Editor.
      • It helps to have built the first welcome automation first.
      • The full catalogue lives in the automation triggers reference (Portuguese).

      1. Choose the right trigger

      A trigger is the event that starts the flow: a contact being captured, a move between pipeline stages, a tag being applied, a purchase, an abandoned cart. Check the automation triggers reference (Portuguese) for what is available.

      A common mistake is using an entry trigger where a behaviour trigger was the right choice — the result is the message arriving before the person has done the thing it refers to.

      2. Use conditionals to split the paths

      A Conditional divides the flow by a characteristic of the contact: bought or did not buy, came from which source, carries which tag. You can match all of the following conditions or any of the following conditions. That way a single flow serves different audiences without duplicating the work.

      3. Choose the channel per stage

      Not everything deserves WhatsApp. Save the most intrusive channel for the moment of highest value and use email for the rest — see safe bulk sending.

      4. Define when it stops

      Every automation needs to know when to stop. Without that, the contact keeps receiving messages from a flow that no longer makes sense — the classic "buy now" sent to someone who has already bought.

      5. Test both paths

      Walk the flow as a contact who meets the condition and as one who does not. Testing only the happy path hides half the errors.

      6. Activate it and watch

      After activating, follow the first contacts who genuinely enter. Real behaviour always differs from the test.

      If it didn't work

      • The flow does not fire: confirm it is Active and that the trigger matches the real event.
      • Everyone follows the same path: the conditional may be evaluating an empty field.
      • The contact keeps receiving messages after buying: the flow has no exit condition.