Automations
Creating your first automation
5 min read
Automations are if-this-then-that rules that run automatically when a trigger event happens on your social accounts.
Anatomy of an automation
- Trigger — The event that starts the automation (e.g. New comment, New DM, Post published)
- Conditions — Optional filters (e.g. "only if comment contains 'giveaway'")
- Actions — What happens (e.g. "Reply with message", "Create CRM lead", "Send notification")
Create your first automation
1
Go to Automations → New Automation
Click the + button.
2
Name your automation
Use a clear name like "Reply to pricing DMs".
3
Choose a trigger
Select "New Direct Message" for inbox DMs.
4
Add conditions
Add keyword: "price". This makes the automation only run when the DM contains that word.
5
Add action
Select "Send Reply" and type your message.
6
Enable it
Toggle the automation on. It now runs automatically.
Tip: Test your automation by sending yourself a DM from another account before going live.