Automations send SMS or email messages automatically when something happens in your business—such as an invoice being created or a payment received. Open them from Messaging → Automation.

1. Automation list

The automations page shows all flows for your organization. Each automation has a name, trigger, channel, and active/inactive status. Use search and filters to find flows quickly.

2. Creating an automation

Click New automation to open the flow editor. You typically configure:

  • Trigger — the event that starts the flow (e.g. invoice created, payment received)
  • Conditions — optional filters so the message only sends when criteria match
  • Message — SMS or email content, often from a template
  • Delay — wait before sending, if needed

Save and activate the automation when you are ready for it to run on live events.

3. Managing automations

  • Edit — change triggers, conditions, or message content
  • Duplicate — copy an existing flow as a starting point
  • Deactivate — pause an automation without deleting it
  • Delete — remove automations you no longer use

4. Credits and sending rules

Automated SMS messages follow the same billing and quiet-hour rules as manual sends. Ensure your SMS wallet has sufficient balance and that sending rules allow messages at the times your automations run.

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