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Automations

Let automated flows handle repetitive follow-ups

Trigger next steps from orders, abandoned carts, incoming messages, or sales pipeline movements. You decide the conditions, delays, and actions.

Workflows built for your business

Define the event, govern how follow-ups unfold

Build flows adapting to customer states; inspect outcomes for every step.

CREATO / AutomationsExample view
Starting EventTrigger selection
Trigger: Abandoned cartSelected event
Options: New order / New message / Stage changedBuilt-in events
Abandoned cart
Condition CheckExample view
Condition CardRule definition
Condition 1: Messaging consent verifiedConsent check
Condition 2: Order not completedStatus check
Eligible: Continue Completed: Stop
Action ChainExample view
Delay & ActionScheduling
Wait: 30 minutes → Re-verify conditionDelay step
Action: Prepare follow-up message & create taskQueued operations
Wait: 30m Action active
Flow HistoryExample view
Execution LogReal-time status
Event received: CompletedTriggered
Wait: Active · Message: QueuedRunning
Flow history Monitoring active
CREATO / AutomationsExample view
Starting EventTrigger selection
Trigger: Abandoned cartSelected event
Options: New order / New message / Stage changedBuilt-in events
Abandoned cart
How it works

Build follow-up flows in four steps

Turn business rules into a clear, monitorable sequence.

Starting event

01 — Choose the event

Select the customer or store event that triggers the flow.

Eligible
Stop

02 — Add conditions

Specify who continues through the sequence and when to stop.

Wait
Action

03 — Chain actions

Sequence delays, messaging actions, task creation, or record updates.

Flow history
Outcome

04 — Monitor outcomes

Review each executed step and its verified result in logs.

CREATO / AutomationsExample view
Elif ArslanLinen shirt
Event: Abandoned cartTrigger
Source: Store connectionConnection verified
Event received
Sample follow-up flow

Plan follow-up when a cart is abandoned

When customers leave items behind, trigger relevant reminders with appropriate consent and rules.

CREATO / AutomationsExample view
Elif ArslanLinen shirt
Event: Abandoned cartTrigger
Source: Store connectionConnection verified
Event received
Verification StepExample view
30-Minute DelayLatest status query
Was the order completed?Condition check
Yes: Exit flow / No: Check consentBranching
Condition verified
Approved TemplateExample view
cart_reminderWhatsApp template
Hello Elif, your selected items are waiting for you.Message body
Button: Return to cartAction link
Template: cart_reminder
Follow-up RecordExample view
Outcome & TaskStatus tracking
Message status: DeliveredDelivery
Task: Review customer responseTeam follow-up
Delivered Task created
CREATO / Automations

Frequently asked questions

The CREATO Platform

There is more to the customer journey than one channel.

WhatsApp Marketing
CModa Atelier
Hi Ayse, two items are still in your basket.
Linen Shirt · €38
Tap to finish your order.
Complete Order

WhatsApp · just now

Relevant messages for consented customersDesign targeted campaigns for opted-in segments; track delivery, engagement, and conversion metrics.
E-Commerce
ReportsLast 7 days
Recovered carts
€0,000▲ 18%
37 orders
First response time
0s▼ 64%
33 s the week before
Conversations answered
0,000▲ 9%
71% by an AI Employee
Bring storefront data into customer conversationsConnect Shopify and ikas products, order statuses, and purchase histories in real time.
CRM
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Clear next steps for every sales opportunityTrack pipeline stages, rep ownership, and customer context right inside the deal record.
Tasks & Calendar
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Complete visibility over who does what, and whenLink tasks to customer profiles; schedule assignees, priorities, and calendar deadlines.

Connect repetitive tasks to a visible workflow

Select your first follow-up scenario; let’s configure conditions and outcomes together.