Automations
Automations let you connect Sydx AI with external services and workflows using n8n — a powerful open-source workflow automation tool. Trigger actions in external systems when events happen in your CRM, or trigger CRM actions from external events.
How Automations Work
Automations in Sydx AI follow a simple pattern:
Trigger Event → Webhook → External Service (n8n) → Action
Examples
| Trigger | Action |
|---|---|
| New contact created | Add to Google Sheets |
| Lead status changes to "Hot" | Send notification to Slack |
| New message received | Forward to email |
| Campaign completed | Update CRM dashboard |
| Contact tagged "VIP" | Create ticket in Zendesk |
Managing Automations
Automation List
Navigate to Dashboard → Automations to see all your automations:
| Column | Description |
|---|---|
| Name | Automation name |
| Trigger | What event activates the automation |
| Status | Active / Paused |
| Last Run | When the automation last executed |
| Run Count | Total number of executions |
Creating an Automation
- Click "New Automation"
- Configure:
- Name — Descriptive name for the automation
- Trigger Event — Which CRM event activates this automation
- Webhook URL — The n8n webhook URL to call
- Payload — What data to send (contact info, message data, etc.)
- Click Save & Activate
Trigger Events
| Event | When It Fires |
|---|---|
| New Message | When a new message is received from a contact |
| New Contact | When a new contact is created |
| Status Change | When a contact's lead status is updated |
| Tag Added | When a tag is added to a contact |
| Campaign Sent | When a campaign finishes sending |
| Flow Completed | When a chatbot flow session completes |
n8n Integration
What is n8n?
n8n is an open-source workflow automation tool that connects 400+ services. Sydx AI uses n8n webhooks as the bridge between your CRM events and external actions.
Setting Up n8n
- Deploy n8n on your server or use n8n Cloud
- Create a new workflow in n8n
- Add a Webhook trigger node
- Copy the webhook URL
- Paste it into the Sydx AI automation configuration
Example n8n Workflow
[Sydx Webhook Trigger] → [Filter Node] → [Google Sheets Node] → [Slack Notification]
Usage Limits
| Plan | Max Automations |
|---|---|
| Free | 2 |
| Starter | 10 |
| Growth | 50 |
| Scale | Unlimited |
Pro Tip
Combine Automations with Flow Builder for maximum power. Use flows for in-WhatsApp conversation logic and automations for external integrations.