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/actions-inside-an-automation-flow.md.
  • English

      • What actions can I add inside an automation flow?

      On the automation canvas, + opens a menu with the most used steps; the All actions item opens the full catalogue, grouped by category and searchable.

      Content channels

      StepWhat it does
      Send e-mailSends an email to the contact.
      Whatsapp messageSends a WhatsApp message to the contact.
      Text messageSends an SMS to the contact's phone.
      Automatic callPlaces an automatic call with recorded audio.
      Instagram MessageSends an Instagram direct message.
      Telegram messageSends a Telegram message.
      Reply CommentAutomatically replies to an Instagram comment.

      The Instagram, Telegram and comment-reply steps are only available when the automation's trigger provides that context — otherwise they show greyed out, with a note about which trigger to use.

      Logic

      StepWhat it does
      Create time delayWaits for a period before continuing the flow.
      Add a conditionalSplits the flow based on the contact's conditions.
      RandomizerDistributes contacts randomly across paths.
      RouterRoutes contacts by condition into one or more paths.
      Post-itAdds a free note on the board.

      The conditional compares contact attributes: Name, Language and Profession.

      Customer information

      ActionWhat it does
      Add tagsAdds tags to the contact and to the opportunity the automation is handling.
      Remove tagsRemoves tags from the contact and from the opportunity the automation is handling.
      Assign opportunityCreates an opportunity for the contact in the CRM.
      Remove opportunityRemoves the contact's opportunity in the CRM.
      Schedule meetingSchedules a meeting for the contact in the CRM.

      When the automation runs Assign opportunity before a tag action, the opportunity created (or found) in that pipeline is the one that gets tagged — the tag shows on the kanban card alongside the opportunity's other tags.

      Teammate alerts

      ActionWhat it does
      Notify ownerNotifies the workspace owner.

      Integration

      ActionWhat it does
      CustomSends an HTTP request to any system.

      See the step-by-step guide in create your first automation.

      If it didn't work

      • The automation does not fire: check the start trigger in automation triggers.
      • The message does not go out: check the connected channel under messaging.
      • The action is greyed out: it depends on the automation's trigger — change the trigger or use another step.
      • Other questions about flows: see the FAQ.