Triggers
A flow starts when one of the following trigger conditions is met:Actions
Each flow is made up of one or more actions that run in sequence:Building an Automation
1
Open Automation
Go to Automation → New Flow.
2
Choose and configure a trigger
Select a trigger type and set the conditions — for example, Contact Field Updated where
source equals "website". Only events matching the conditions will start the flow.3
Add the first action
Click Add Action and select what should happen — such as Send WhatsApp Message with an approved template.
4
Chain additional actions
Click the
+ button after each action to add the next step in the sequence. Actions run in the order they appear.5
Add delays where needed
Insert a Wait action between steps to space out communications — for example, wait 24 hours before sending a follow-up message.
6
Activate the flow
Click Activate Flow. The flow begins processing new trigger events immediately. Events that occurred before activation are not retroactively processed.
Example — Lead Nurture Sequence
Here’s a practical automation your clients can set up in under 10 minutes:
The result: every new lead automatically receives a welcome message, a follow-up 24 hours later, and then lands in the sales team’s inbox on day three — ready for a live conversation.
Automation flows respect WhatsApp’s 24-hour messaging window. A free-form message (non-template) can only be sent within 24 hours of the customer’s last inbound message. Outside that window, you must use a Meta-approved template message. Plan your nurture sequences accordingly and make sure all outbound-initiated messages use approved templates.