Workflow Automation

If-this-then-that — without code

Welcome new contacts, escalate angry customers, follow up on abandoned carts, route by language. Visual builder, no code.

Why teams pick it

Triggers on real events

New conversation, deal stage change, order received, contact tagged, AI sentiment dropped — 30+ triggers out of the box.

Drag-drop logic

If / then / else, delays, branches, switch on language or country. Test mode shows the path your contact would take.

Multi-channel actions

Send WhatsApp, email, internal Slack ping, create a task, assign a teammate, tag the contact, all in one rule.

How merchants use it

Welcome flow

New WhatsApp contact then wait 2 min then AI sends welcome + asks a qualifying question then tag based on answer.

Escalation

Contact mentions "refund" + sentiment negative then assign to senior agent + Slack alert + add internal note.

Abandoned cart

Cart abandoned 1h then WhatsApp reminder with cart contents + checkout link then wait 24h then email follow-up if still abandoned.

Works with

Inbox, Contacts, Deals, Catalog, Bookings, Ads, Studio — every Comvix surface emits events the builder can hook into

Frequently asked

Can I undo an automation that mis-fired?

You can pause + edit any rule retroactively. We log every action so you can audit + revert side effects.

How many automations can I have?

Plan-dependent. Pro = 50, Scale = unlimited. Most merchants use 5–10.

Does it work with Zapier?

Yes. We have a Zapier app + native webhooks + a public REST API for anything outside our trigger list.

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