Order Updates
This rule gets triggered when an Order is created or updated.
Last updated
This rule gets triggered when an Order is created or updated.
Last updated
Contact Group
is part of all, is part of any, is not part of all
Order Status
equals, not equals
Client Tags
includes any, does not include all
Contact Tags
includes any, does not include all
Contact Stage
equals, not equals
send a WhatsApp template message
Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates.
send Customer Satisfaction Survey (CSAT)
This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction.
Add the Contact to Group
Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules.
Remove the Contact from Group
Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow.
Add Client Tags
Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules.
Remove Client Tags
Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment.
Add Contact Tags
Adds tags to the contact based on the conditions and trigger setup in the rule. This can be used to segment contacts.
Remove Contact Tags
Removes tags from the contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment.
Update Contact Stage
Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey.
Assign a form and request form to be filled
This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post-appointment visit, data collection prior to appointment visit.
Notify Staffs via WhatsApp
Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff.
Send Email
Sends an email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists.