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Communication Automation

Set the trigger once, let the system act every time

Define a rule for a business event once, and the system sends an approved WhatsApp template or internal alert automatically every time the condition is met.

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Set one rule, it runs on every matching order forever

Configure it once; the engine runs quietly in the background from then on

  • Triggers fire automatically from real business events — an order placed, an order shipped, a cart abandoned, or a customer tag change
  • Each trigger can send an approved WhatsApp template message or alert your internal team, depending on what the event calls for
  • Conditions like 'VIP customers only' or 'orders above $150' ensure the right message only reaches the customers it's actually relevant to
  • Built-in delay and scheduling let you, for example, send a cart-abandonment reminder two hours after the cart was left — not the instant it happens

Communication automation capabilities

Smart communication with customers and your team, with no repeated manual work

Event-based triggers
Configure a rule that fires automatically when an order is placed, an order's status changes to shipped, a cart is abandoned, or a customer receives a new CRM tag.
Action channels
Every trigger can send an approved WhatsApp template message, fire an internal system notification to your team, or do both at once.
Precise conditions
Add conditions like 'VIP customers only', 'a specific store only', or 'orders above a set amount', so the automation matches exactly the scenario you intended.
Delay and scheduling
Set the action to run immediately, after a fixed delay (say, two hours), or at a predefined time, so the message arrives at the right moment instead of too soon.
Internal team alerts
Configure triggers that notify your team — not the customer — when something important happens, like an order above $1,500 or stock hitting a critical threshold.
Full action log
Every message or alert sent by an automation is logged with a timestamp, the trigger that fired it, and its delivery status, so you can confirm everything ran as intended.

How do you set up an automation?

A new automation in 3 steps

1
Choose a trigger

Pick the business event that fires the automation — order placed, order shipped, cart abandoned, or a customer tag change — from the list of events available in the system.

2
Set conditions and an action

Add conditions like a minimum order amount or customer type, then choose the action — an approved WhatsApp template, an internal alert, or both combined.

3
Turn it on and monitor it

Activate the automation and it runs automatically from that moment on every matching event; check the action log to confirm everything is firing as expected.

Automation rule builder

The rule builder shows the selected trigger, the conditions you've configured, and the resulting action, including a live preview of the WhatsApp message that will be sent.

Integrations

WhatsApp Business

WhatsApp Business

WhatsApp Business API — messages, templates, and automation

Make.com

Make.com

Automation with Make.com — no-code workflows

Frequently asked questions

Common triggers include a new order being placed, an order's status changing to shipped, a cart being abandoned, and a customer receiving a new CRM tag. You can combine several triggers in the same automation to cover more complex scenarios.

Related capabilities

WhatsApp Inbox
Unified WhatsApp inbox for every customer message
Learn more
WhatsApp templates
Approved, branded message templates ready to send
Learn more
WhatsApp AI Agent
Answers customers on WhatsApp 24/7 — and learns from your business's own conversations
Learn more

Set up your first automation today

Pick a trigger, set a condition, and let the system handle the rest — no repeated manual work

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