Workflows & triggers
Inbound replies, outbound campaigns, voice batch calls, Meta leads, Google Sheets sync, calendar booking, email follow-ups, and commerce triggers — all orchestrated from one visual workflow builder.
40+
Pre-built triggers
Channels, CRM, commerce, forms
∞
Custom flows
Chain any trigger to any action
<3s
First response
AI reply on inbound automations
1
Workflow brain
Same logic across chat & voice
Live workflow · visual builder
RunningTrigger
Meta lead · Cart abandon
AI decides
Qualify · personalize
Multi-channel
WhatsApp · Voice · Email
Sync & log
CRM · Sheets · Slack
Batch call queued
247 contacts · retry 3× · CRM log
Instant AI replies when customers reach out on chat and social.
Every new WhatsApp message gets an instant AI reply — qualify intent, answer FAQs, or route to the right agent.
Trigger
New WhatsApp message received
Actions
Respond to Instagram DMs and story replies automatically — pricing questions, collab requests, and support.
Trigger
New Instagram DM or story reply
Actions
Handle Messenger inquiries from ads and page messages with the same AI brain as WhatsApp.
Trigger
New Facebook Messenger thread
Actions
Embed CandexAI on your site — visitors get sub-3s replies and optional voice callback offers.
Trigger
Visitor opens chat or sends first message
Actions
Outside business hours, AI captures details and promises callback — nothing goes unanswered overnight.
Trigger
Message received outside business hours
Actions
Proactive WhatsApp, SMS, and email sequences at scale.
Send approved template broadcasts to segmented lists — promos, updates, and re-engagement nudges.
Trigger
Scheduled campaign or CRM segment match
Actions
Multi-step SMS follow-ups for leads who didn't answer WhatsApp or email — compliant send windows included.
Trigger
No reply after WhatsApp nudge (24h)
Actions
Automated email threads after form fills, demos, or support closures — personalized with conversation context.
Trigger
Demo booked or ticket resolved
Actions
Re-engage cold leads and lapsed buyers with personalized offers on their preferred channel.
Trigger
No activity for 30/60/90 days
Actions
Inbound AI, outbound callbacks, and batch campaigns with completion hooks.
AI answers your business line — qualify callers, book appointments, and transfer hot leads to humans.
Trigger
Inbound call to CandexAI number
Actions
Form submitted → AI calls within 5 minutes. Speed-to-lead automation that beats human SDR delay.
Trigger
New lead form or Meta Lead Ad
Actions
Upload a list or sync from CRM — run thousands of outbound calls with retry logic and AMD detection.
Trigger
Campaign schedule or CSV upload
Actions
When a call ends — answered, voicemail, or busy — trigger WhatsApp follow-up, CRM update, or Slack alert.
Trigger
Call completed (any disposition)
Actions
Outbound voice reminder 24h before appointment — confirm, reschedule, or cancel in natural conversation.
Trigger
Calendar event 24 hours away
Actions
Friendly voice reminders for overdue invoices — with SMS/WhatsApp backup if call goes unanswered.
Trigger
Invoice overdue by X days
Actions
Meta Lead Ads, form fills, and ad clicks routed to AI in seconds.
Lead Ad submitted on Facebook or Instagram → AI WhatsApp message + optional outbound call in under 60 seconds.
Trigger
New Meta Lead Ad form submission
Actions
New row in Google Sheet or Form response triggers AI outreach — no Zapier required for basic flows.
Trigger
New Google Form or Sheet row
Actions
Webhook from Webflow, Framer, or custom site — lead hits AI pipeline before your team sees the notification.
Trigger
Form webhook POST received
Actions
Click-to-WhatsApp ads land in CandexAI with pre-filled context from the ad — AI continues the conversation.
Trigger
WhatsApp message with ad referral metadata
Actions
Book meetings, send reminders, and recover no-shows automatically.
AI books meetings during chat or voice — syncs to Google Calendar, Outlook, or Calendly availability.
Trigger
Lead requests demo or meeting
Actions
Automated WhatsApp reminders 24h and 1h before appointments — reduce no-shows without manual work.
Trigger
Upcoming calendar event
Actions
Missed appointment detected → WhatsApp nudge + outbound call + reschedule link in one automated sequence.
Trigger
Appointment marked no-show
Actions
Trigger flows from inbox events and send branded follow-ups.
Inbound support emails parsed by AI — auto-reply with answer or create ticket with suggested resolution.
Trigger
New email to support@ address
Actions
After every voice call, send customer a recap email with next steps and links discussed on the call.
Trigger
Voice call completed successfully
Actions
CRM stage changes trigger onboarding drips, upgrade nudges, or renewal reminders via email + WhatsApp.
Trigger
CRM lifecycle stage change
Actions
Log conversations, sync leads, and export outcomes to Google Sheets.
Append row per conversation with channel, intent, outcome, and CSAT — live ops dashboard in Google Sheets.
Trigger
Conversation closed or resolved
Actions
Sync new leads from Sheet to CandexAI and write back qualification status — perfect for lean teams.
Trigger
New row in Leads sheet OR lead qualified in CandexAI
Actions
After batch call or broadcast campaign ends, export disposition report to Sheet or CSV automatically.
Trigger
Batch campaign completed
Actions
Cart abandon, orders, payments, and win-back across channels.
Shopify or WooCommerce cart abandon → WhatsApp nudge within 45 min, voice follow-up if no reply.
Trigger
Cart abandoned > 45 minutes
Actions
Proactive shipping updates on WhatsApp with tracking link — reduce WISMO support tickets.
Trigger
Order fulfillment / shipped event
Actions
Subscription or checkout payment fails → multi-channel recovery with updated payment link.
Trigger
Stripe payment_failed webhook
Actions
7 days after delivery, automated WhatsApp asks for review — routes unhappy customers to support first.
Trigger
Order delivered + 7 days
Actions
Update deals, assign owners, and notify teams when events fire.
When AI qualifies a lead or closes a support case, deal stage and activity log update automatically.
Trigger
Lead score threshold or conversation outcome
Actions
High-intent lead or angry customer detected → instant Slack ping to the right channel with one-click join.
Trigger
Sentiment or lead score threshold
Actions
Route conversations by language, product line, VIP status, or business hours — no manual triage.
Trigger
New conversation with detectable attributes
Actions
When AI escalates, human gets full transcript, customer profile, and suggested reply — one click to take over.
Trigger
Escalation keyword or AI confidence low
Actions
Connect Zapier, custom APIs, and internal tools with webhooks.
Trigger CandexAI flows from 5,000+ apps or send CandexAI events out to your stack via webhook.
Trigger
Incoming webhook OR CandexAI event fired
Actions
Your backend sends events to CandexAI — order created, user signed up, trial ending — AI handles the rest.
Trigger
Authenticated API webhook POST
Actions
Subscription created, cancelled, or payment failed — trigger tailored retention or upgrade flows.
Trigger
Stripe webhook event
Actions
How it works
Channel message, Meta lead, Stripe event, Sheet row, calendar event, or custom webhook.
AI reply, outbound call, WhatsApp template, email, CRM update, Sheet log — in any order.
Simulate in sandbox, then deploy to production. Same stack as Live Floor voice agents.
Connect the channels and tools you already use — no rip-and-replace.
Chatbot + Calendly, Shopify order lookup, WooCommerce cart recovery, CRM bi-directional sync, and custom system prompts — all native.
Start with Spark free — connect WhatsApp, Meta leads, Sheets, and voice in one afternoon. No credit card required.
