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Automation for your business
The automation within Maybe* enables users to create automated workflows, triggering actions based on events like form submissions or time triggers.
DSSettings TabThe settings tab within workflows gives you the opportunity for communication, contact and conversation.
Create New WorkflowCreating workflows are a key factor when it comes to managing important processes.
Builder TabBuilder Tab section allows you to create automated workflows triggered by tasks.
Execution Logs TabUtilise Execution Logs Tab when you’re looking to see the status of a customer who has gone through your workflow.
Enrolment History TabThe Enrolment History Tab within workflows gives a detailed history of every action taken within the workflow by the customer.
A Simple Calendar WorkflowThe first step to creating a calendar workflow is to make sure you have a calendar set up to tie your workflow too.
Workflow Builder OverviewIn this article we're going to get a quick overview of your platform’s workflow builder
Goal Event (action)In this article, we will cover Goal Events and how, and when to use them.
Manual SMS (action)This article will show you how to set up a manual SMS action from start to finish.
Workflows - Event Start Date ActionThe Event Start Date field allows you to build automation around a specific date & time.
Math Operation (action)In this article we will take a look at how to setup the Math Operation inside workflows.
If/Else Condition (action)The If/Else step allows you to split a workflow journey into paths based on conditions.
Wait Event (action)The wait event is a unique type of workflow action designed to pause the contact at a specific step in the workflow.
Go To Event (action)The workflow builder Go To event is an action that can be used to move a contact from one point to any other step in the workflow.
Manual Calls (action)Manual Call is a valuable tool to queue contacts that need to be called.
Assign To UserIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Add To WorkflowIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove Assigned UserThe Remove Assigned User workflow action will remove an assigned user from a contact.
Add To NotesIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Add/Update OpportunityThe Add/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select.
Remove Contact TagBy employing the Remove Contact Tag workflow action, you have the capability to delete tags associated with a contact.
GMB MessagingThe GMB Message workflow action in your workflow enables you to send messages to your contacts via Google My Business.
CRM ActionsWhen building workflows and adding workflow actions, you will notice a category called CRM Actions.
Add Contact TagThe Add Contact Tag workflow action will add tags to a contact when the workflow is run.
VoicemailThe Voicemail action sends a pre-recorded voicemail file to the contact.
MessengerThe Messenger action in your workflow sends a message to your contacts via Facebook Messenger.
Instagram DMThis action sends an Instagram DM to the contact. To get started, click on the + icon and select Instagram DM.
CallWith the Call workflow action, if a contact is assigned to a user, this event will call the user and play a whisper message.
Send SMSThe Send SMS workflow action will send a text message to the customer when the workflow is triggered.
ChatGPTWelcome to the world of Workflow AI Action, your solution for streamlined business operations.
Send EmailWorkflow - External Communication Action: This action sends an email to the contact.
Remove From WorkflowIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove From All WorkflowsIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove OpportunityIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Send Internal NotificationIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Set Contact DNDIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Edit ConversationIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Send Review RequestIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Stripe One Time ChargeTo trigger a charge in Stripe for a set amount to a particular customer in the user's Stripe account.
Update Appointment StatusThe Update Appointment Status workflow action allows users to change the status of an appointment.
Add TaskThe Add Task workflow action in your CRM enables users to assign a task to themselves or their team members.
Add To Google AnalyticsTo add to Google Analytics workflow action is utilised to trigger an event in Google Analytics.
Add To Google AdWordsThe Add to Google AdWords action triggers a conversion event in Google Ads.
Update Contact FieldThe Update Contact Field workflow action empowers users with the ability to modify a particular field within a contact's record.
Facebook - Add To Custom AudienceThe Add to Custom Audience workflow action adds a contact to a particular custom audience on Facebook.
Facebook Conversion APIThrough the Facebook Conversions API workflow action, advertisers can transmit web events directly to Facebook from their servers.
AI Appointment Booking BotThe "AI Appointment Booking Bot" allows you to add a contact for appointment booking to the AI Bot flow.
Membership Grant OfferBy selecting the Membership Grant Offer workflow action, you can give a contact access to a defined membership product.
Membership Revoke offerBy selecting the Membership Revoke Offer workflow action, you can remove a contact's access from a particular membership product.
Workflow ActionsAdding workflow actions is the next step after adding workflow triggers.
Order PlacedThis trigger is used when you have a workflow or series of actions to be performed when someone places an order through your Shopify store.
Order FulfilledThe Order Fulfilled trigger is used to create workflows and perform a series of actions when an Shopify order has been fulfilled
Workflow TriggersThe Workflow trigger is a function that activates a particular action or series of actions based on one or more predefined events.
Custom Date ReminderThe Custom Date Reminder trigger will trigger the workflow on a specific date that you have set up
Note AddedThe Note Added trigger activates a workflow when a note is attached to a contact.
Note ChangedThis workflow triggers fires only when note changes in the contact record.
Task AddedThe Task Added trigger is utilised when there are one or more actions to be carried out after a task is created in the system.
Contact CreatedThis allows you to cause something to happen when a contact record is created. It is fairly limited but still useful.
Contact ChangedThis allows you to cause something to happen when something is changed on a contact record. It is fairly limited but still useful.
Call StatusWith Call Status trigger you can cause events to happen within your system such as send you a text when a call comes in but doesn't connect
Appointment Status (Triggers)When you want to trigger a workflow based on a change of appointment status, simply use the appointment status trigger.
Contact DNDThis trigger can be used to sense either when a DND status is changed or when it is changed to a particular setting.
Customer RepliedThe "customer replied" workflow trigger runs when an incoming message is received from a contact.
Contact Tag (Trigger)This allows you to cause something to happen when a contact tag is added or removed. It is fairly limited but still useful.
Stale Opportunities (trigger)If you have a contact list which has contacts that are old & have gone stale, you can reignite them by using the Stale Opportunities trigger
Birthday ReminderThis trigger is great for adding that personal touch to your automated efforts within the software.
Workflow Builder - Contact TriggersWorkflow triggers are similar to conditional statements which allow you to automate repetitive tasks.
Form SubmittedThe Form Submitted workflow trigger will run when a form is submitted
Video TrackingThe accuracy of the video tracking depends on whether or not you have turned off the progress bar.
Invoice (Trigger)The Invoice trigger provides workflow automation tailored to payment and invoice status, according to the user's specific requirements.
Abandoned CheckoutThe Abandoned Checkout trigger is designed to connect with customers who have spent a significant time browsing products on your website.
Order Form Submission"Order Form" is a form you put on your website or funnel for a checkout experience on a product or service.
Shopify TriggersAs you create workflows and incorporate workflow triggers, you'll discover a category referred to as Shopify Triggers.
Order SubmittedThe Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order
Pipeline Stage ChangedWhen an opportunity's pipeline stage is updated, the Pipeline Stage Change workflow trigger will be activated.
Product StartedTo configure the Product Started trigger, users are advised to click on the Add New Workflow Trigger button and choose product started
Product Access RemovedThe Product Access Removed trigger initiates a workflow when a customer's access to a specific product has been revoked.
Survey SubmittedThe Survey Submitted trigger is designed for specific actions after a lead submits a survey
Product CompletedTo configure the Product Completed trigger, users are advised to click on the Add New Workflow Trigger button and choose Product Completed.
Offer Access GrantedThe Offer Access Granted trigger comes into effect when a customer is granted access to a specific offer initiating the designated workflow.
Trigger Link ClickedThe Trigger Link Clicked automation is designed to automate actions after a customer clicks on a trigger link
Product Access GrantedThe Product Access Granted trigger comes into play when a customer receives access to a particular product, initiating the workflow.
Email EventsThis trigger is activated by specific email events, such as opens or clicks, that occur across the system or within a specific workflow
Membership New SignupThe Membership New Signup trigger initiates your workflow when a customer or potential lead subscribes for a membership.
Facebook Lead Form SubmittedThe Facebook Lead Form Submitted trigger will run your workflow when a Facebook form is submitted
MembershipIncludes category completed, new sign up, offer access granted/removed, product access granted/removed, product completed, and user login
Category StartedThe Category Started workflow trigger is activated when you start a category of particular products
Category CompletedThe Category Completed workflow trigger is activated when a category of particular products is completed.