Automations

What it is

Automations in Voxie are rules or “flows” that let you set up if this happens → then do that logic. They let your system react automatically to events (triggers), check conditions (filters), and perform actions (tags, messages, group membership, etc.) without manual intervention.

You use Automations to build workflows that respond to behaviors, update contact data, send messages or notifications, and more.

Why it matters / Value proposition

• Scale without manual work: Instead of doing repetitive tasks (tagging, sending follow-ups, etc.), automation handles them for you.

• Proactive & timely responses: Events (like a message arrival or a click) can instantly trigger a response.

• Consistency & reliability: Once set up, the logic always runs the same way — fewer mistakes from manual steps.

• Tighter integration with other systems: Automations can invoke APIs (webhooks) or send notifications, letting your Voxie flows connect to external tools.

• Data hygiene & segmentation: Use automations to update custom attributes, subscription statuses, tags, campaign membership — ensuring your data stays fresh and usable.

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Introduction

Automations, is Voxie main tool or Feature to create complex flows is the Automations, section, it is accessible form the main navigation bar → Automation.

Once Accessed, the User is able to see a list of all the Automations created for this Team, the list contains the following Data per Automation:

• Name: Given name of the Automation as well as the Automation ID
• Trigger Event: Actual Trigger Selected by the User upon these rules are going to start processing
• Filters: Quantity of Matching Conditions or Filters used to classify the Contact going through the Event properly
• Actions: Actual Quantity of Actions Running in case the process is triggered / Total Amount Actions Configured for this Automation Rule

In the Actions Button, User is able to :

• Edit: Access the Configuration of the Rule
• Copy: Duplicate the Rule with All actions Turned Off
• Delete: Delete the Rule
• Turn On All Actions: Enable All the actions contained in the Rule
• Turn Off All Actions: Disable All the actions contained in the Rule

Create New Automation Rule

In the scenario of adding it is divided in 3 Steps, but developed across two screens:

Define Automation Name

Step 1 - Define Trigger Event

Step 2 - Define Matching Conditions (AND; OR Grouping Available)

Step 3 - Add Actions if Trigger and Conditions take place

Triggers

Voxie Trigger Events are divided in mostly 2 types, Voxie inherently Events and the ones as the result of the Shopify Integration

Voxie Native Events:

Trigger Name	Status	Description
New Inbound Message	Available	Triggers flow when Message is received by Voxie Platform
New Outbound Message	Available	Triggers flow when Message is sent by Voxie Platform
Short URL in message was click	Available	Triggers flow when Message URL is clicked by the contact that received the message
Campaign Contact Filtered
Contact completed a Campaign	Available	Triggers flow when a Contact finished a Campaign Cycle, including all Active messages within the campaign including delays
New Custom Attribute was created for a Contact	Available	Triggers flow when a new Custom Attribute is Created or Added to a Contact
New Custom Attribute was created or Updated for a Contact
Custom Attribute was updated for a Contact	Available	Triggers flow when a new Custom Attribute is Updated to a Contact
Contact Created	Available	Triggers flow when a new Contact is Created in Voxie, includes all Contact Creation methods
Contact was added to a group
Contact was removed from a group
Contact marketing subscription opted in	Available	Triggers flow when a Contact Opted In for Marketing Messaging
Contact marketing subscription opted out	Available	Triggers flow when a Contact Opted Out for Marketing Messaging
Contact transactional subscription opted out	Available	Triggers flow when a Contact Opted In for Transactional Messaging
Contact transactional subscription opted out	Available	Triggers flow when a Contact Opted Out for Transactional Messaging
Tag was added to a Contact	Available	Triggers flow when a new Tag is Added to a Contact
Tag was Removed from a Contact	Available	Triggers flow when a new Tag is Removed to a Contact
Dynamic Field extracted successfully	Available	Triggers flow when a Dynamic Field the Message expects to retrieve is extracted successfully
Dynamic Fields extraction failed	Available	Triggers flow when a Dynamic Field the Message expects to retrieve is not extracted

Shopify Events (Only Available when Integrated with Shopify):

Trigger Name	Status	Description
Checkout was Abandoned	Available	Triggers flow when a Shopify Cart Record is classified as Abandoned
New Product was ordered	Available	Triggers flow when a Shopify Checkout includes a Product
New Order was Placed	Available	Triggers flow when a Shopify Checkout Order is Placed

Matching Conditions

Voxie Existing Conditions for Automations can be resume as follow:

Time Related:

Attribute	Status	Operators
Current Time	Available	Is in the Range

Contact Related:

Attributes	Status	Operator
Contact's Marketing subscription Status	Available	{Opted-In, Opted-out, No Preference}
Contact's Transactional subscription Status	Available	{Opted-In, Opted-out, No Preference}
Contact's previous Marketing subscription Status	Available	{Opted-In, Opted-out, No Preference}
Contact's previous Transactional subscription Status	Available	{Opted-In, Opted-out, No Preference}
Contact's phone number	Available	String Operators
Contact's phone number Us State	Available	US State List
Contact's email	Available	String Operators
Contact entry channel	Available	String Operators
Contact membership status	Available	String Operators
Contact lifecycle status	Available	String Operators
Contacts Entry Point	Available	String Operators
Contact Created at date/time	Available	Date Operators
Contact Updated at date/time	Available	Date Operators
Contact Tag list	Available	{Includes, Does not Include} + Dropdown List
Contact Campaign List	Available	{Includes, Does not Include} + Dropdown List
Contact has a custom attribute with name	Available	String Operators
Contact has a custom attribute with value	Available	String Operators
Contact has a custom attribute with name and value	Available	String Operators

Message Related:

Attributes	Status	Operator
Message to phone Number	Available	String Operators
Message from phone Number	Available	String Operators
Message Body	Available	String Operators
Sentiment of Message Body	Available	{Is Positive, Is negative, I neutral}
Message body wants opt-out	Available	{Is True, Is False}
Message Attachment	Available	{Is Present, Is Automated Action, Is user Message}
Message Origin	Available	{Is Campaign Message, Is not Present}
Message Direction	Available	{Is Inbound, Is Outbound}
message is response to automation (within 48 hours)	Available	Dropdown list of Automations to select
message is response to campaign (within 48 hours)	Available	Dropdown list of Campaigns to select

Short URL Related:

Attributes	Status	Operator
Short URL clicked Long URL	Available	String Operators

Campaign Related:

Attributes	Status	Operator
specific campaign	Available	String Operators

Franchise Hub Related:

Attributes	Status	Operator
group id	Available	String Operators

Actions

Actions also depend on the trigger that can result as this action, but these are all the possible scenarios

Trigger Name	Status	Description
Remove a Contact from a Campaign	Available	Self Explanatory - User needs to specify the Campaign
Add a Contact to a Campaign	Available	Self Explanatory - User needs to specify the Campaign
Add a Tag to a Contact	Available	Self Explanatory - User needs to Specify Tag
Remove a Tag from a Contact	Available	Self Explanatory - User needs to Specify Tag
Add or Update a Contacts Custom Attribute	Available	Self Explanatory - User needs to Specify Custom Attribute Key and Value
Remove a contact’s Custom Attribute	Available	Self Explanatory - User needs to Specify Custom Attribute Key and Value
Contact Unsubscribe	Available	Self Explanatory - Contact will be Opt-out form Marketing (Only) messages
Set the contact’s entry channel	Available	Self Explanatory - This should mapped with User’s Channel custom preferences
Set the contact’s lifecycle status	Available	Self Explanatory - This should mapped with User’s Lifecycle Status (Lead, Opportunity, Customer, Churned, etc) custom preferences
Set the contact’s membership status	Available	Self Explanatory - This should mapped with User’s Loyalty Membership custom preferences
Contact marketing subscription Opt-in	Available	Contact is eligible to receive Marketing Messages
Contact marketing subscription Opt-out	Available	Contact is no longer eligible to receive Marketing Messages
Contact marketing transactional Opt-in	Available	Contact is eligible to receive Transactional Messages, No-Preference Contacts can receive Transactional Messages as well
Contact marketing transactional Opt-out	Available	Contact is no longer eligible to receive Transactional Messages
Close corporate messaging thread		Archive the conversation in Message Hub
mark message as handled		Archive the conversation in Message Hub
Send a Message	Available	Self Explanatory - Lean Message Builder • Accepts Attachments • Accepts Emojis • Accepts Collecting Specific Data • Does not Support Variables
Send a notification of a Message action	Available	Sends Email Notification to the defined email address
Add a contact to a group	Available	Adds contact to a group as Affiliated or Preferred, you need Franchise Hub enabled
Remove contact from contact from a group	Available	Removes contact from a group (deletes affiliation), you need Franchise Hub enabled
invoke api destination	Available	Enables you to send updates to 3rd party platforms as webhooks (API Destinations)

Once the Actions are set, in case there are more than one Action, you’ll be able to arrange the order of operations if you are intended for things to happen in a given order.

Move Up: will make a given action to precede the Action above

Move Down: will make a given action to procede the Action below