Building a custom automation
A walkthrough of the automation builder — trigger, steps, publish.
Automation triggers catalog
Every event that can start a custom automation — customer, job, appointment, invoice, membership, webhook.
Automation actions catalog
Send SMS, send email, read/write customer, job, invoice, membership, or call a webhook.
Filters, paths, and delays
Only continue when a condition is true, split into branches, or wait between steps.
Triggering automations from an inbound webhook
Give any outside system a URL that fires an automation when it POSTs JSON.
Variables and step outputs in messages
Personalize SMS and email with {{customer.first_name}}, trigger data, and outputs from earlier steps.
