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/features/automations/index.md.
  • English

      • Automations

      An automation (or flow) is a sequence of steps that fires from a trigger — a contact getting a tag, or a scheduled date — and then sends messages, waits and picks paths with no manual work.

      Before you start

      • You need edit access in the workspace.
      • For automations that send messages, have at least one channel connected in Messaging.

      How a flow works

      Every flow starts from a trigger and runs a list of steps in order. Steps include sending a message, waiting, conditions, branching and actions on the contact. The flow keeps running while there are steps left, and stops when it reaches the end or when an exit trigger is met.

      Automation types

      Not every automation is born in the Automations area: other parts of the product also create flows and stay in charge of them. In the list, the Type filter splits these groups:

      • Normal — automations created and edited in the Automations area itself.
      • CRM-managed — created by the automation matrix of a pipeline stage; turn them on or off from the opportunities Kanban (automation mode).
      • Funnel-managed — created inside a sales funnel and edited from it. Both the entry triggers and the flow's objective (its exit conditions) are configured on the funnel canvas: entry triggers come from the connections between cards, and the objective comes from the flow card itself. The automation editor shows them for reference only, with a notice and a shortcut to open the funnel.
      • Schedule-managed — notifications configured on a schedule event type.

      By default the list shows Normal and funnel automations. CRM-managed and schedule-managed ones stay hidden until you pick them in the Type filter — they are edited in the area that created them, and only show up here for reference.

      In this section

      • Messaging — connect the channels an automation sends through.
      • Contacts — the tags and segments that act as triggers.
      • Send a broadcast — a one-off send, without a flow.

      If it didn't work

      • The automation did not fire: check the trigger (a tag, a schedule) in Contacts; if the flow never published, see the error codes (Portuguese).
      • The messages did not go out: check the channel in Messaging and the Meta limits (Portuguese).
      • An error saving or publishing the flow: see the error codes (Portuguese).