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Automation

Flows that follow up on every lead and order

Pick a trigger, add checks, waits and actions, and test the flow on a real contact before it goes live. Flows send emails and SMS, create tasks, update records and call your webhooks.

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  • 17 triggers and 12 actions
  • Test with a contact, nothing sent
  • Every version kept, any one restored

Why Elara One Automation

Automation you can trust with customers

  • Instead of: Follow-ups that rely on memory

    Follow-ups that always happen

    A flow runs for every matching lead, order or message, evenings and weekends included.

  • Instead of: Afraid to switch it on

    Test before it goes live

    “Test with a contact” walks a flow step by step for a real contact without sending anything.

  • Instead of: Automations that fail silently

    Every run explained

    Each run says in words what happened and why, and finishes on the version it started with.

  • Instead of: Marketing to people who opted out

    Consent checked on every send

    Marketing sends skip anyone marked do not contact or on a suppression list.

Build with confidence

Build it, test it, then switch it on

Flows have drafts, tests and versions, like any change you would make to a live system.

Capabilities

Everything in Automation

The builder, the guard rails and the messages. The triggers and actions are listed below.

What shipped lately

Builder

  • A visual builder with checks, waits and actions
  • Yes and no paths
  • Drafts, publish and version history
  • “Restore as draft” for any version
  • “Test with a contact”, with nothing sent
  • Flow templates from Elara One, added switched off

Runs and guard rails

  • Every run described in words
  • A run finishes on the version it started with
  • A flow never triggers itself
  • Chains of flows stop three deep
  • Flows saved through the API are checked like the builder

Messages and consent

  • Email and SMS templates, marked Marketing or Service
  • Sent as your store, with your name and branding
  • Do not contact and suppression lists respected
  • Transactional email only on order triggers
  • One-click unsubscribe on every marketing email
  • Open and click tracking off by default
  • WhatsApp templates Coming soon

Triggers and actions

17 triggers, 12 actions

Everything a flow can start from, and everything it can do. Add checks and waits between them, with yes and no paths.

Triggers 17

What starts a flow.

Leads and forms

  • Form submitted
  • Owner assigned
  • No reply

Orders

  • Order placed
  • Order dispatched
  • Order delivered
  • Order cancelled

CRM

  • CRM stage changed
  • CRM field changed
  • Tag added
  • Task overdue
  • Company created
  • Joined a list
  • Left a list

Conversations and signals

  • Message received
  • Call completedComing soon
  • Analytics alert firedComing soon

Actions 12

What a flow does.

Message

  • Send email
  • Send SMS
  • Send template
  • AI voice callComing soon

Update the record

  • Set stage
  • Set field
  • Set owner
  • Add tag
  • Remove tag
  • Add note

Work and systems

  • Create task
  • Webhook

“No reply” fires after your message goes unanswered, or when a lead’s response target passes. Call completed and analytics alerts arrive with AI voice and Analytics.

Three flows most businesses start with

Each is built from the triggers and actions above. Change any step to suit your business.

  • Welcome a subscriber

    Say hello the moment someone signs up, then follow up once they have had time to look around.

    1. trigger: Form submitted: Newsletter sign-up
    2. action: Send email: Welcome to Hearth & Oak
    3. wait: Wait 3 days
    4. action: Send email: Our most loved pieces

  • Follow up a quote request

    Big budgets get a call within the hour. Everyone else hears back by email two days later.

    1. trigger: Form submitted: Quote request
    2. check: Budget over £5,000?
    3. action: Yes: create task for the owner, send SMS
    4. action: No: wait 2 days, send email

  • Win back a lapsed customer

    When a customer drops into your “Lapsed customers” list, remind them you exist, then hand over to a person.

    1. trigger: Joined a list: Lapsed customers
    2. action: Send template: We have missed you
    3. wait: Wait 7 days
    4. action: Create task: Call to check in

Works with the rest of Elara One

One platform, one customer record

Automation shares its customers, data and admin with every other module, so nothing needs syncing.

  • Forms

    Lead capture with spam protection and notifications.

    A new submission can start a flow that replies, assigns and follows up.

  • CRM

    Contacts, companies, tasks, lists and lead routing.

    Flows set stages, fields, owners and tags, and add notes and tasks to the record.

  • Inbox

    Web chat and SMS on the customer record.

    “Message received” and “No reply” keep conversations from going quiet.

Plans and pricing

In every plan

Every plan includes automation. The monthly allowance of flow runs grows with the tier.

See pricing
Which plans include Automation, with automation runs per month
Plan linestartergrowthscale
Leads2,000 automation runs a month10,000 automation runs a month50,000 automation runs a month
Commerce2,000 automation runs a month10,000 automation runs a month50,000 automation runs a month

Automation runs included each month.

FAQ

Questions about Automation

How flows behave once they are live.

Ask us in a demo
What can start a flow?
Seventeen triggers: a form submitted, a tag added, a message received, an order placed, cancelled, dispatched or delivered, a CRM stage or field changed, an owner assigned, a task overdue, no reply, a company created, and a contact joining or leaving a list. Two more, a call completed and an analytics alert, arrive with AI voice and analytics.
Can I test a flow before it goes live?
Yes. “Test with a contact” runs the flow for a real contact as a dry run. You see each check and the path it takes, and nothing is sent or changed.
What happens to running flows when I edit one?
Edits are made in a draft. When you publish, new runs use the new version, and every run already under way finishes on the version it started with. Any earlier version can be restored as a draft.
Will a flow email people who unsubscribed?
No. Marketing sends check do-not-contact and suppression lists first, and every marketing email carries a one-click unsubscribe. Transactional email is allowed only from order triggers.
Can a flow talk to my other systems?
Yes. The webhook action sends the run’s data to any URL you choose. For changes made anywhere in the CRM, signed change webhooks are also available through the API.
Is there a limit on flow runs?
Each plan includes a monthly allowance of flow runs, which grows with the tier. The pricing page lists the figures for each plan.

Let flows do the following up

Automation comes with every plan. Get started, or book a demo and we will build your first flow together.

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