Types of Automation Flows

Types of automation flows

When you start building a flow, the system allows you to select the type of data that you want to process.


If you don’t have a form yet, then you won’t get the ‘Form Submission’ option
If you don’t have a phone number yet, then you won’t get the ‘Incoming Phone calls’ option


  1. Contacts - Automations that run on Contacts already in your system. Triggered either manually or based on events such as task status changed, payment processed, etc.
  2. Form Submissions - Automations that are triggered real-time automatically when a form is submitted. Create auto-responders, order fulfilment, lead assignment, and other automation.
  3. Incoming Phone Calls - Automations that run on an Incoming Phone Call. Create interactive voice menus, trigger emails, SMS, or dynamically route phone calls based on conditions.

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