Automation Engine

The problem: manual processes don't scale

As your business grows, manual processes become bottlenecks. Sending a welcome message to a new customer, letting the team know when a deal closes or creating a follow-up when someone fills out a form gets forgotten or delayed when it depends on a person.

External automation tools help, but they don't know what happens inside your platform: they don't know what a deal, a follow-up or a payment promise is.

Automations inside Recaudo

The Recaudo automation engine listens to the events that happen in your account and runs actions within the same platform, without connecting external services.

Triggers: what starts the automation

• Payments: payment received.
• Customers: customer created, customer updated.
• Conversations: conversation created, message received, conversation closed.
• CRM: deal created, deal changed stage, deal won or lost.
• Forms: form submitted.
• Store: order created, coupon applied.
• Events: event registration, event reminder.
• Follow-ups: follow-up completed, follow-up overdue.
• Collections: broken payment promise.

Actions: what runs

When the trigger fires, the actions run in order. There are 19 types, including:

• Send WhatsApp: message or HSM template with data from the event.
• Send email: email with dynamic content.
• Send payment link: sends the customer a link to pay.
• Create follow-up: schedules a task, call or meeting.
• Tags, lists and fields: add or remove tags and lists, or update a field.
• CRM: create a deal or move it to another stage.
• Assign: assigns the conversation to a person or to an AI agent.
• Notify a user: alerts someone on your team.
• Launch a flow: starts a conversation flow.
• Meta Conversions API: reports the event to Meta.
• Send webhook: notifies external systems with a JSON.
• Run code: JavaScript in an isolated environment for custom logic.

Between actions you can add a wait of minutes, hours or days.

Conditions

• Filters: the automation runs only if all or any of the conditions you define are met (for example, amount greater than $1,000 or a field with a certain value).
• Operators: equals, not equals, contains, starts or ends with, greater or less than, is in a list, has a value or is empty.

How it differs from external tools

• No per-task charges: automations are part of your Recaudo plan.
• Full context: actions understand deals, follow-ups and payment promises.
• No connections to set up: everything happens inside Recaudo.

Use cases

• Welcome: customer created, send a welcome WhatsApp, create a deal and schedule a follow-up.
• Forms: form submitted, assign to a salesperson and notify them.
• After-sale: payment received, send a confirmation email, wait 7 days and ask for a review by WhatsApp.
• Broken promises: payment promise broken, send a payment link and create a call follow-up.

Integration with Recaudo

• Every run is logged so you can review what happened.
• Use webhooks to notify your external systems.
• Combine with AI agents by assigning conversations to them.

Automate your operation

Create your free account and set up your first automation.