Automation

Set rules with no code and botn does the repetitive work. You build them as ‘when this happens (trigger), do that (action).’

What automation is

An automation is a rule shaped like ‘when this happens (trigger) → do that (action).’ Set the rule once with no code, and botn handles the sorting, task-making and sending you used to do by hand. You build, enable and disable rules on the Automations screen in the desktop sidebar.

Create a rule

1. On the Automations screen, tap ‘Rule’ to start a new one.
2. Give it a recognizable name, e.g. ‘Hot-lead tag on form submit.’
3. Pick a trigger (when). If you choose ‘when a contact’s status changes,’ also pick which status it changes to.
4. Pick an action (what) and fill in its fields, e.g. the tag to add, task title, or email subject and body.
5. Save, and it joins the list — running every time the trigger fires from then on.

Triggers — when it runs

• When a form is submitted — a public form is submitted.
• When a contact is added — fires when a new contact card is created — including when a form brings in a brand-new contact.
• When a contact’s status changes — fires only when the status changes to the one you chose.

Actions — what it does

• Add tag — tag is added to the contact card automatically; it won’t duplicate a tag already there.
• Create task — creates a task with your title on that contact.
• Send email — auto-sends an email to the contact. Use name and company variables in the subject and body to fill in the contact’s details.
• Send SMS — auto-sends a text. Only to Korean mobile numbers that haven’t opted out of marketing, charging 1 credit per message.
• Enroll in sequence — enrolls the contact into a sequence automatically; it won’t re-enroll someone already active in it.
• API send (webhook) — sends the trigger and contact info as JSON (POST) to an external URL. Add a secret and it’s sent in the x-botn-signature header — letting you integrate Zapier, Make, or your own server.

Enable, edit, delete

Toggle each rule card on or off instantly. A disabled rule stays in the list but doesn’t run. Use the pencil to edit and the trash icon to delete.

Example

‘When an intake form is submitted → add the ‘Hot’ tag → auto-create a ‘follow-up call’ task.’ Each rule pairs one trigger with one action, so to do both a tag and a task, make two rules on the same trigger.

Practical tips

• Put name and company variables in email and SMS bodies to send personalized messages from a single rule.
• Sent emails automatically append your email signature from Settings.
• Auto-sent emails and texts are logged on the contact’s timeline so you can review them later.