---
url: >-
  https://docs.corbitaltech.dev/products/whatsapp-flows-for-whatsmark-saas/automations.md
description: >-
  Configure automated actions triggered by WhatsApp Flow submissions — send
  messages, assign agents, or call webhooks.
---

# Flow Automations

**Automations** allow you to define rules that automatically execute when a WhatsApp Flow receives a submission. You can send personalized messages, assign chats to agents, or forward data to external systems via webhooks.

\[\[toc]]

## Accessing Automations

From the **WhatsApp Flows** list, click the **three-dot menu** on a flow and select **Automations**.

## Automations Overview

![Automations](./images/automations-basic.png)

The Automations page shows all configured automation rules for a specific flow. Each automation is displayed as a card with its trigger, action, and configuration details.

* Click **+ Add** to create a new automation
* Click **Save Automations** to save all changes
* Use the **toggle** switch on each automation to enable or disable it
* Click the **trash icon** to delete an automation

## Triggers

Each automation starts with a **trigger** — the event that causes the automation to run.

| Trigger              | Description                                                         |
| -------------------- | ------------------------------------------------------------------- |
| **On Submission**    | Fires every time a form submission is received                      |
| **On Field Value**   | Fires only when a specific field matches a given condition          |

### On Submission

The simplest trigger — the automation runs every time someone submits the flow form.

### On Field Value

A conditional trigger that only fires when a specific field meets a condition.

![Advanced Automations](./images/automations-advanced.png)

Configure the **WHEN** condition:

1. **Select field** — Choose which flow field to evaluate
2. **Operator** — Select the comparison (e.g., Equals, Contains)
3. **Value** — Specify the value to match against

This is useful for routing submissions based on responses. For example, trigger different actions when a customer selects "Sales & Marketing" vs "Customer Support" in an interest field.

## Actions

Each automation performs an **action** when its trigger fires.

### Send WhatsApp Message

Send a personalized WhatsApp message to the customer who submitted the form.

| Setting     | Description                                                              |
| ----------- | ------------------------------------------------------------------------ |
| **Message** | The message text to send. Type `@` to insert merge fields from the form and contact data |
| **Order**   | Execution order when multiple automations are configured                 |

**Available Merge Fields:**

Use `@` in the message field to insert dynamic values:

* `@{contact_first_name}` — Contact's first name
* `@{contact_last_name}` — Contact's last name
* `@{contact_email}` — Contact's email address
* `@{contact_phone}` — Contact's phone number
* Any flow field values from the submission

**Example:**

```
Thank you for your message @{contact_first_name}! We've received your inquiry and will get back to you shortly.
```

### Assign to Agent

Automatically assign the chat to a specific support agent when a submission is received.

| Setting        | Description                                          |
| -------------- | ---------------------------------------------------- |
| **Assign To**  | Select the agent to assign the chat to               |
| **Order**      | Execution order when multiple automations are set    |

### Webhook

Send the submission data to an external URL via HTTP request. This is useful for integrating with CRMs, email marketing tools, project management systems, or any external service.

| Setting            | Description                                                    |
| ------------------ | -------------------------------------------------------------- |
| **URL**            | The endpoint URL to send the data to                           |
| **Method**         | HTTP method — `POST`, `GET`, `PUT`, etc.                       |
| **Headers (JSON)** | Optional HTTP headers in JSON format (e.g., authentication)    |
| **Order**          | Execution order when multiple automations are configured       |

**Example Headers:**

```json
{"Authorization": "Bearer your-api-token"}
```

::: info
The webhook payload includes all submission data, contact information, and flow metadata.
:::

## Multiple Automations

You can add **multiple automations** to a single flow. Each automation has an **Order** field that determines the sequence of execution.

* Automations execute in ascending order (1 runs first, then 2, then 3)
* Each automation can have its own trigger and action
* All automations can be independently enabled or disabled

**Example Setup:**

1. **Order 1** — On Submission: Send a thank-you WhatsApp message
2. **Order 2** — On Submission: Assign the chat to a support agent
3. **Order 3** — On Field Value (Interest = "Sales"): Send data to CRM webhook

::: tip
Combine **On Submission** automations for actions that should always run (like sending a confirmation message) with **On Field Value** automations for conditional routing (like assigning to different agents based on the selected category).
:::

***

**Related:** [Managing Flows](./whatsapp-flows) | [Submissions](./submissions) | [Field Mappings](./field-mappings)