Triggers
A trigger is the starting point of your flow. It defines the event that causes the flow to execute. Intellixent supports several trigger types:Schedule trigger
Run a flow on a recurring schedule — hourly, daily, weekly, or on a custom cron expression.
Webhook trigger
Run a flow when an external system sends an HTTP request to a unique URL generated by Intellixent.
Event trigger
Run a flow when a specific event occurs within a connected service, such as a call ending or a new lead arriving.
Inbound call trigger
Run a flow before an AI assistant picks up an inbound call, so you can inject context into the conversation.
Actions
Actions come after the trigger and control what happens when the flow runs. You can chain multiple actions together — each step can use data produced by any step before it. Common things actions let you do:- Update a CRM — write call outcomes, transcripts, or contact info to HubSpot or another CRM.
- Send a message — deliver a Slack notification, email, or SMS based on call results.
- Manipulate data — transform, filter, or format data before passing it to the next step.
- Call an external API — trigger a webhook or hit a REST endpoint with custom payloads.
- Add a lead to a campaign — enroll a caller in an Intellixent outbound campaign automatically.
Adding steps
Open the flow builder
Navigate to Automation in the sidebar and click New Flow, or open an existing flow to edit it.
Select a trigger
Click the trigger block at the top of the canvas. Choose the trigger type that matches your use case and complete the required configuration fields.
Add an action
Click the + button below the trigger (or below any existing step) to add a new action. Search for the tool or service you want to connect to, then configure the step.
Test each step
Use the Generate Sample Data panel on each step to test it before publishing. This ensures data from earlier steps is available for selection in later ones.