What starts an ERIX automation

Leads and the pipeline

Most follow-ups start from something that happens to a lead:

• A lead is created
• A lead enters or leaves a stage
• A deal is won or lost
• A contact is tagged

Forms and messages

Others start from something a customer does:

• A form is submitted
• A message comes in on WhatsApp

Bookings

An automation can start when a meeting is booked, rescheduled or cancelled. Appointment Reminders starts on a booked meeting and sends WhatsApp reminders 1 hour and 15 minutes before the appointment.

Examples by business

The same events cover very different follow-ups:

• A clinic: a meeting is booked, and WhatsApp reminders go out before the appointment
• A property consultant: a lead enters Site Visit Done, a message asks how the visit went, and No reply sends a nudge two days later
• A coaching institute: an admission form is submitted, and a welcome message goes out at once
• Any business: a booking is made, a thank-you message goes out and the contact is updated

Templates that come ready

Templates are made for each industry. Welcome Journey starts when a new lead comes in, and Appointment Reminders starts on a booked meeting. Each one installs as a draft until you switch it on.

Every run on the contact

Each run is saved on the contact it's about, with every step and what it did, and it updates live while the run is going.

Coming soon

Today an automation starts on an event inside ERIX, once a day at a set hour, or when you run it for a segment. Webhooks, and schedules beyond once a day, arrive in version 1.2.