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Automatización e inteligencia artificial

Automations

Let Recaudo act on its own when something happens in your business: a payment, a new customer, a tag or a won deal.

Create an automation

An automation has three parts: an event that triggers it, optional conditions and the steps it performs.

  1. Open Automations

    In the sidebar, under Organize, go to Automations and click New automation.

  2. Name it

    Enter a Name and a Description explaining what it is for. Keep Activate automation checked if you want it to start working when you save.

  3. Choose when it runs

    Under When it runs pick the Event, for example Payment succeeded or Conversation tag added. If it should only run in some cases, use Add condition and choose whether All or Any must match. The Available data panel shows what data the event carries.

  4. Define what it does

    Under What it does use Add step to add actions; they run in order. With Insert a wait before you can wait minutes, hours, days or business days between steps.

  5. Save

    Click Create automation. To avoid repeats, open Limits and priority and set the maximum runs per record or a pause between runs.
Automations list
The list shows each automation, whether it is active, how many times it has run and when it last ran.

Events that trigger it

Events are grouped by topic in the selector. The main ones:

  • Payments and payment links: payment succeeded, failed or refunded; payment link paid or expired.
  • Invoices and subscriptions: invoice overdue or about to be due, invoice paid, subscription renewed or canceled, subscription payment failed.
  • Customers, leads and tags: customer created or updated, lead converted, customer or conversation tag added or removed.
  • Conversations: conversation created, assigned or resolved; message received or sent.
  • CRM and follow-ups: deal created, stage changed, won or lost; follow-up created, completed or overdue.
  • Collections: payment promise created, due today, kept or broken.
  • Store, forms and events: order created, abandoned cart, form submitted, event registration.

What it can do

Each step is one of these actions:

  • Send WhatsApp (with an approved template) or Send email.
  • Create follow-up or Notify internal user so someone on your team takes care of it.
  • Add tag, Remove tag, Add to list or Remove from list.
  • Create deal or Move deal in your CRM pipeline.
  • Assign agent or Assign AI agent to the conversation.
  • Launch flow, Update field or Mark event attendance.
  • Webhook to notify another system, or Run code (JavaScript) for special cases.

Note

The Send WhatsApp action can only use templates approved by Meta, because it usually writes to a customer who has not messaged you in the last 24 hours.

Pause and review results

From the list and from each automation’s detail page you control whether it runs and see what it did.

  1. Activate or deactivate

    In the list use the Activate or Deactivate icon. A deactivated automation does not run, but keeps its settings.

  2. Check the history

    Open the automation to see Runs, Succeeded, Failed and Success rate. Under Recent runs you see each run with its status and, if it failed, the error.

  3. Duplicate to reuse

    Use Duplicate to create a variant without starting from scratch.

Tip

Start with something simple, like notifying your team when a large payment comes in. Once the history shows it runs well, add steps and waits.

Next steps

WhatsApp templates Create the templates your automations will use. Webhooks Notify your other systems when something happens. AI assistant Ask it to help you build an automation.
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