Zixflow’s Flow Automation helps you build automated journeys by connecting different systems, forms, marketing tools, and CRMs. Below is a complete guide to all available Triggers and Actions in the automation builder.
These are starting points for automation flows. A trigger is an event that initiates the flow.
Record Created: Starts the flow when a new record is added to a collection.
Record Updated: Triggers when any existing record in a collection is updated.
Manual Record Flow: Starts a flow manually for specific records.
Entry Added: Flow begins when a new entry is added to a list.
Entry Updated: Triggered when a list entry is modified.
Manual Entry Flow: Allows you to run the flow manually for list entries.
Task Created: Triggers the flow when a new task is generated.
Form Submitted: Starts the flow once a user submits a form.
Incoming WhatsApp Conversation Started: Triggered when a user initiates a WhatsApp conversation.
Incoming RCS Conversation Started: Similar to WhatsApp, starts when an RCS chat begins.
Tracked Number Event: Initiates a flow when a tracked shortlink event occurs (e.g., link clicked).
Manual Flow: Lets users manually trigger an automation flow.
Webhook: Starts the flow when a webhook is received from an external service.
Shopify: Flow begins when specific Shopify events (like new order or customer) occur.
Facebook Leads: Triggered when a new lead form is submitted via Facebook Ads.
Webflow: Starts a flow when new data is submitted from Webflow forms.
Typeform: Triggered by new form submissions from Typeform.
Jotform: Triggers flows from Jotform submissions.
Framer: Flow begins when a Framer form is submitted.
Paperform: Starts when there’s a form submission on Paperform.
Zoho Forms: Initiates flow from a Zoho form submission.
Tally Forms: Triggered by new entries on Tally.
These are the tasks performed automatically once a flow is triggered.
Create or Update Record: Adds a new record or updates an existing one.
Update Record: Modifies specific attribute fields of a record.
Delete Record: Removes a record from the collection.
Add Record to List: Inserts a record into a specific list.
Update List Entry: Changes values inside an existing list entry.
Delete List Entry: Removes an item from the list.
Create Task: Automatically creates a new task for your team.
Complete Task: Marks an existing task as done.
Send WhatsApp: Sends a WhatsApp message using a predefined template or a direct Message (Available only if conversation is open).
Send RCS: Sends an RCS message to users (where supported).
Send SMS: Sends an SMS through your linked setup.
Send Email: Dispatches a personalized or templated email.
Adjust Time: Adds or subtracts time (used in time-based calculations or delays).
Formula: Performs math or logic using dynamic variables.
Random Number: Generates a random number (e.g., for A/B testing or gamification).
If/Else: Branches the flow based on conditions (e.g., field value, user action).
What it does:
The If/Else condition in Zixflow lets you split your automation flow based on a single condition—essentially a Yes/No or True/False logic.
How you can use it in Zixflow:
Example 1: If a lead’s status is “Hot”, send a WhatsApp alert to your sales team; else, move the lead to a nurturing sequence.
Example 2: If the custom field “Demo Booked” is true, send a follow-up email. If not, trigger a reminder WhatsApp message.
How it works:
You choose a field (e.g., Lead Score, Country, Deal Stage, Custom Fields).
You define a condition (e.g., “Lead Score ≥ 80”).
The flow splits into:
Yes branch – if the condition is met
No branch – if the condition is not met
When to use:
✅ Simple logic
✅ Two possible outcomes
✅ Ideal for quick decisions in flows
Switch: Advanced branching based on multiple values or cases.
What it does:
The Switch condition allows you to split the flow into multiple paths based on a field’s value.
What you can do in Zixflow:
Create different flows for leads based on dropdown or status field values
Example:
Field: “Selected Plan”
If Starter, send onboarding email A
If Pro, send onboarding email B
If Enterprise, notify your customer success team
If none match, use a default fallback action
Best used when:
You’re working with dropdowns, tags, or status fields
You need to branch the flow into multiple defined scenarios
Delay: Waits for a set duration before continuing the flow.
Delay Until: Pauses the flow until a specific date/time or condition is met.
Send HTTP Request: Makes API calls to external services.
Jump to Node: Allows you to jump to a different point in the flow.
AI Wizard: Uses AI to make decisions or generate content in the flow.
Subscribe to Cadence: Automatically subscribes a contact or lead to a cadence campaign. (Business Stack Only)
Validate Email: Checks if an email address is valid and deliverable.
Email Finder: Finds a business email based on the person’s name and domain.
