Triggers and nodes
A flow is a trigger followed by nodes. This page is the reference of what is available.
Triggers — the "When…" menu
Every flow starts with one. It defines which event sets it off.
| Trigger | Fires when… |
|---|---|
| A task is due or updated | A task reaches its date or changes status. |
| A conversation ends | A chat is closed in Smart Chat. Typical for satisfaction surveys. |
| A salescard is created or updated | An opportunity is born or changes in Funnels — for example, moving to Scheduled. |
| A person is created or updated | A contact enters or changes in the CDP. |
| Custom webhook | An external system calls a URL the platform gives you. |
| A scheduling reminder is triggered | An appointment from the Calendar is approaching. The basis of appointment reminders. |
| A contact activity is logged | A touch is recorded: call, visit, email. |
Nodes — the "Filters and nodes" menu
| Node | What it does |
|---|---|
| Integration filter | Decides whether the flow continues or stops based on a condition. The most used node: without filters, a flow writes to everyone. |
| Throw error | Stops the flow with an explicit error, so it is recorded in the run history. |
| Message survey node | Sends a satisfaction survey (CSAT) and collects the answer. |
| Time interval node ᴮᴱᵀᴬ | Waits a while before continuing. This is what makes "after 48 hours…" possible. |
| HTTP request node | Calls an external API (GET, POST…) with your own headers and body. The node that does almost everything advanced. |
| Create or update SalesCard node | Creates or modifies an opportunity in Funnels. |
| Create or update user node | Creates or modifies a contact in the CDP. |
| Send WhatsApp message node | Sends an approved template to the contact. |
| Send SMS message | Deprecated: use Outbound for SMS. |
| Webhook response node | Returns a response to the system that triggered the webhook. |
| Create task | Generates a task for an advisor. |
| AI message | Asks the agent to write and send the message instead of sending fixed text. |
| Change Salescard step ᴮᴱᵀᴬ | Moves the opportunity to another funnel step automatically. |
Filter before message
The golden rule: between the trigger and any node that writes to the customer, put a filter. Is the SalesCard still open? Did they already reply? Are they in the right step? A flow without filters is the fastest way to send three reminders to someone who already bought.
The BETA nodes
Time interval node and Change Salescard step are marked BETA: they work, but they may change. Test them well before leaving them in a critical flow.
Connections
The Connections menu lists the platforms with an available integration, grouped by category. Clicking one shows the integration options with that platform.
| Category | Platforms |
|---|---|
| CRM | Hubspot, Zoho CRM, Salesforce CRM, RD Station CRM, Sale U, Business Pro |
| E-commerce | Shopify, VTEX |
| Marketing | RD Station Marketing |
| Payments | Wompi, Stripe, Mercado Pago, PayU, ePayco |
| Billing and ERP | Alegra, Siigo, Odoo, Defontana |
| Logistics | Servientrega, Coordinadora, Interrapidísimo |
| Forms | Tally, Jotform, Typeform |
| Data | SQL Database |
| Outbound | Outbound |
If your system is not on the list
The HTTP request node talks to any API that accepts HTTP, and the Custom webhook receives from any system that can call a URL. The connections on the list are shortcuts with the configuration already solved, not the limit of what can be integrated.
A complete example
An appointment reminder flow, like the ones the account brings by default:
- When… A scheduling reminder is triggered.
- Time interval node: wait until 24 h before the appointment.
- Filter: is the appointment still on?
- Send WhatsApp message node: the reminder template.
- Time interval node: 2 h before.
- Filter + message again, with a different template.