🔧 Actions in Automation Journey – Geta.ai

Automation Journeys in Geta.ai are built using three key building blocks: Triggers → Conditions → Actions. Once a contact enters a journey through a trigger and meets the specified conditions, it's time to define what happens next—Actions.

This guide will walk you through all the available actions in Geta.ai’s Automation module and how to use them effectively.

📍 How to Access Automation Actions

Go to the Automation module in Geta.ai.
Click on the Create Automation button or edit an existing journey.
After adding a Trigger and a Condition, you will reach the Actions block.
Click on + Add Action to choose from the list of available actions.

⚙️ Types of Actions in Automation

⏱️ 1. Add Delay

Add a time gap between actions to control the pace of your journey.

Options: Minutes, Hours, Days
Use Case: Wait 1 day before sending a follow-up email or WhatsApp message.

🌐 2. Call API

Make an external API request to exchange data with other systems or services.

Options: Customize the endpoint, headers, and payload.
Use Case: Send contact data to your CRM or external analytics tool.

👤 3. Update Contact

Modify or update the information of a contact in your system.

Options: Choose the contact field (e.g., Name, Email, Status) and set a new value.
Use Case: Tag a lead as "Interested" after they click a link in a WhatsApp message.

📋 4. Add to List

Automatically add the contact to a specific marketing list.

Use Case: Add leads to a “Nurture Campaign” list after form submission.

❌ 5. Remove from a List

Remove the contact from an existing marketing list.

Use Case: Remove contacts from “Initial Outreach” once they convert.

💬 6. Send WhatsApp

Send a predefined WhatsApp template message to the contact.

Use Case: Send a personalized welcome message after signup.

📧 7. Send Email

Send an email using a selected email template.

Use Case: Trigger a product recommendation email after a contact browses your site.

📱 8. Send SMS

Send an SMS using a DLT-approved SMS template.

Use Case: Notify users about limited-time offers or OTPs.

👥 9. Email to User

Send an email to an internal team member or user in your organization.

Use Case: Alert your sales team when a high-intent lead is identified.

📝 Tips for Using Actions Effectively

Always add a Delay when sending multiple messages to avoid spamming.
Combine Update Contact with other actions for powerful automation like tagging, scoring, and segmentation.
Use the Call API to sync actions with third-party tools.
Test your automation using sample data before going live.

By mastering these Actions, you can build intelligent and responsive workflows that engage your contacts at the right time with the right message.

💡 Start exploring these actions to build a seamless and personalized automation experience on Geta.ai!