Automations
GoWeBa automations let you create intelligent workflows that run without manual intervention. Combined with WEBA, they transform repetitive tasks into automated processes.
Overview
An automation is made up of a trigger and one or more actions. When the trigger fires, the actions execute automatically in the defined order.
| Component | Description | Example |
|---|---|---|
| Trigger | The event that launches the automation | "New contact created" |
| Condition | Optional filter | "If the tag contains 'VIP'" |
| Action | What happens automatically | "Send a welcome email" |
Trigger Types
| Category | Trigger | Description |
|---|---|---|
| Contacts | New contact | A contact is created (manually or via import) |
| Contacts | Contact updated | A specific field is modified |
| Contacts | Tag added | A tag is added to a contact |
| Email received | An email arrives in the Webabox | |
| Email sent | An email is sent from GoWeBa | |
| Phone | Call received | An incoming call is detected |
| Phone | Missed call | A call goes unanswered |
| Tasks | Task created | A new task is assigned |
| Tasks | Task completed | A task is marked as completed |
| Calendar | Event created | An appointment is scheduled |
| Calendar | Event reminder | X minutes before an event |
| Billing | Invoice sent | An invoice is generated and sent |
| Billing | Payment received | A payment is confirmed |
| WEBA | Intent detected | WEBA detects a specific intent in a message |
Action Types
| Action | Description |
|---|---|
| Send an email | Personalized email with variables |
| Send an SMS | SMS to the contact or a specific number |
| Create a task | Task with title, description, assignee, due date |
| Add a tag | Apply a tag to a contact |
| Create an event | Schedule an appointment in the calendar |
| Call WEBA | Ask WEBA to analyze or take action |
| Webhook | Send an HTTP notification to an external service |
| Wait | Pause for X minutes/hours/days before the next action |
Creating an Automation
- Go to Settings → Automations
- Click + New Automation
- Name your automation (e.g., "Welcome new client")
- Select the trigger
- Add optional conditions (filters)
- Define the actions to execute (in order)
- Activate the automation
Useful Automation Examples
Welcome new client
- Trigger: New contact created with tag "Client"
- Actions:
- Send a personalized welcome email
- Create a task "Follow-up call in 3 days"
- Notify the sales manager by SMS
Unpaid invoice follow-up
- Trigger: Invoice sent
- Actions:
- Wait 7 days
- Check whether the invoice is paid (condition)
- If unpaid: send a reminder email
- Wait 14 more days
- If still unpaid: create a phone follow-up task
Missed call notification
- Trigger: Missed call
- Actions:
- Send an SMS to the contact: "We missed your call — we'll call you back shortly"
- Create a callback task assigned to the team
Best Practices
- Test before activating — Use "Test" mode to verify without sending real communications
- Limit loops — Avoid having one automation trigger another automation that re-triggers the first
- Document — Add clear descriptions to each automation
- Monitor — Regularly check the automation log to detect errors
FAQ
Q: How many automations can I create? A: Unlimited, regardless of your plan.
Q: Do automations consume credits? A: Only actions that use paid services (SMS, AI calls, emails) consume credits. The automation logic itself is free.
Q: Can I view the execution history? A: Yes, the automation log displays each execution with its status (success, error, conditions not met).