Step 1: Log in to AgentMoves

1. Go to agentmoves.io.

2. Log in to your account.

3. Select the correct sub-account/location from the top-left dropdown.

Step 2: Navigate to Workflows

1. From the left-hand menu, click Automation.

2. Select Workflows.

3. Click the “+ Create Workflow” button (top right).

Step 3: Choose How to Start the Workflow

You’ll be prompted to choose a starting point:

• Start from Scratch – recommended if you want full control.

• Use a Template – useful for common automations (lead follow-ups, reminders, etc.).

👉 Select Start from Scratch.

Step 4: Name the Workflow

1. Enter a clear workflow name.

   • Example: New Lead – Facebook Form Follow-Up

2. (Optional) Add a description so your team knows what it’s for.

3. Click Create.

Step 5: Add a Trigger (Required)

Triggers define when the automation starts.

1. Click “+ Add Trigger”.

2. Choose the trigger that fits your use case, such as:

   • Form Submitted

   • Contact Created

   • Tag Added

   • Pipeline Stage Changed

3. Configure the trigger settings:

   • Select the specific form, tag, pipeline, etc.

4. Click Save Trigger.

✅ Your automation will now start whenever this condition happens.

Step 6: Add Actions (What Happens Next)

Actions are what AgentMoves does after the trigger fires.

1. Click the “+” icon below the trigger.

2. Select an action, such as:

   • Send Email

   • Send SMS

   • Add Tag

   • Create Task

   • Add to Pipeline

   • Wait

3. Configure the action details.

   • Example: write the email or SMS message

4. Click Save Action.

Step 7: Add a “Wait” Step (Optional but Recommended)

To space out communication:

1. Click + → select Wait

2. Choose:

   • Time delay (e.g., 1 hour, 1 day)

   • Or wait until a specific condition is met

3. Hit Save.

This prevents messages from going out all at once.

Step 8: Build the Full Automation Flow

Repeat adding actions and wait steps until your workflow is complete.

Example flow:

• Trigger: Form Submitted

• Action: Send SMS

• Wait: 1 Day

• Action: Send Email

• Action: Add Tag

• Action: Create Task for Agent

Step 9: Test the Workflow

Before turning it live:

1. Use a test contact.

2. Manually apply the trigger (submit form, add tag, etc.)

3. Confirm:

   • Messages are sent

   • Tags are applied

   • Tasks are created correctly

Step 10: Publish the Workflow

1. Toggle the workflow from Draft to Publish.

2. Confirm the workflow status shows Published.

🎉 Your automation is now live!

Best Practices (Quick Tips)

• Always name workflows clearly

• Use tags to track automation progress

• Avoid overlapping workflows that trigger from the same action

• Ensure automations are tested and working correctly.