How to trigger a flow for incoming messages?

Steps to trigger a flow for incoming messages #

Create a contact flow #

Open the flow #

Please, navigate to the ‘Flows’ on the left side menu bar and open your flow in the flow editor

Change the trigger #

On the right side of the screen, you will have the hamburger icon to change the settings of the flow. Please, click on it. You will have the option to remove/add a trigger

We have many options to set as triggers.

Set the appropriate trigger #

Under the chat option, we have a few triggers

1. New Incoming Chat Conversation – It works when an end user starts a new chat conversation. It doesn’t work when an end user sends a new message to an existing chat conversation.
2. New Outgoing Chat Conversation – It works, when you send an outgoing message.
3. New Contact From Chat – The system automatically creates a contact when it receives a message from a new client. This trigger only works for this type of new incoming message.
4. New Incoming Chat Message – It works for all the incoming new messages. It doesn’t consider whether the end user started a new conversation or not.

Select an inbox #

After selecting a trigger, you can also choose a specific inbox for the flow

Scroll to Top

Custom solutions for your entire sales team

Let us show you how our accurate B2B company and contact data can help you reach the right decision makers and close more deals.

What can you expect?