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Automation

Send emails and webhooks automatically when leads come in.

What Is AutomationAn automation reacts to an event with conditions and actions. Learn the concept, the Automations page and how to create one.Read article
Automation TriggersA trigger starts an automation. Pivix offers Webhook, Incoming Email and Scorecard triggers.Read article
Automation ConditionsConditions decide whether an automation continues. The available types depend on the trigger.Read article
Automation ActionsActions do the work: send an email to the lead, your team or a custom address, or call a webhook.Read article
Email Templates, Sending Address and InboxesEmail actions need a template and a sending address. Email triggers need an inbox. This article covers all three pages.Read article
Testing Automations and ExecutionsRun a test and check the executions of an automation.Read article

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