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Everything you need to know about Platform.ly's automations and automation rules...
Simple Automations: Triggers & Conditions
Platform.ly Help Desk - In this video, we're going to look at how you can create automations and how to set conditions and triggers...
Setting up Webhooks
Platform.ly Help Desk - In this video, we will show you how to set up webhooks, using Paddle as an example... You can use any other service that supports webhooks.
Automation Builder Explained
Here are a few concepts that can help users better understand how our automation builder works: TRIGGER A trigger is a procedure that initiates an action. Examples of trigger: When a contact is added to a segment When a contact opened an email When an event has been fired When a purchase has been made Once you have set up a trigger, you must choose an action, fork or integration... **AC
How to remove a contact from an automation?
How to remove a contact from an automation? There are 2 ways to remove a contact from an automation in Platformly: Automatically when the contact unsubscribes from the specific project or mailing list; Set up a Global Condition in the automation, for contacts to be removed from the specific automation when the condition is met. Automatic removal when a contact unsubscribes from a project or mailing list By default, when contacts receive an email through Platformly,
Automation Rule Explained
What is an Automation Rule? With Platformly, you can create an Automation Rule so that when the automation rule is triggered and condition met, a certain action or set of actions occurs. Automation Rules are the key to automate the flow between different Automations, connecting your flow and making it "automated full-proof". There are a variety of actions that can be set up, for example, Remove Contact from Segment, Add Tag to Contact, Change Deal Status and so on. Automation Rules are an