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Automations available for Conversations

Automate your messaging workflow using the Vendasta platform's automation system. You can use pre-built automations or create your own custom workflows to enhance your communication strategy.

Examples to try:​

  • Send an automatic welcome message when you create a new account
  • Alert users when their shopping cart updates with an offer to help
  • Thank customers automatically after they make a payment
  • Schedule regular business review reminders with your booking link

Get started with pre-made templates​

Start quickly with these ready-to-use automation templates - customize them to fit your needs:

  • Welcome message: Automatically greet new accounts
  • Sales activity tracking: Log every customer interaction from your team
  • Auto-response: Set clear expectations about response times when customers reach out

Triggers​

Start your automation workflow with these Conversations-related triggers:

  • Message activity with an account:
    • Any message sent or received in a conversation
    • Outgoing messages from your team
    • Incoming messages from external contacts

Actions​

Your automation can perform these Conversations-related actions:

  • Send a message
    • Automatically respond in conversations with personalized messages
    • Messages appear from the assigned salesperson or your company name
    • Include dynamic fields to customize content for each recipient
  • Add system messages
    • Display status updates or event logs in the chat
    • Visible to all conversation participants
    • Note: System messages don't trigger notifications

Importance of rate-limiting​

Since messaging can generate many events quickly, use the Rate Limiter step to control how often your automations run:

Example: When tracking sales team outreach, you might want to:

  • Log the first message as a sales activity
  • Wait for a quiet period (like 24 hours) before logging the next activity

Useful actions to combine with Conversations​

Enhance your messaging automations with these additional actions:

  • Update account "hotness" levels
  • Create follow-up tasks
  • Add account tags
  • Log sales activities to track team outreach
  • Send notifications to team members