Overview

Automations in Squarebox allow you to automate actions based on customer behavior or specific triggers. This powerful feature ensures timely responses, lead management, and seamless workflow automation without manual intervention. Whether you're sending a WhatsApp message, tagging a lead, or assigning a team member, triggers help you save time and create smarter customer journeys.

Triggers:

Define the event or field-based logic that starts the automation. Example conditions include:

a. Whenever a customer replies and an automation has been set up for that specific message, it is considered a trigger activation. b. When a field like "Lead Status" equals a specific value.

Perform Action:

Executes internal operations to streamline workflows. These include updating lead status, tagging leads, assigning team members, updating custom fields, or organizing customers into specific segments.

Exit Conditions (optional)

Define when the trigger should stop executing further actions. This helps control over-communication and avoid repetitive workflows.