Overview

• WorkFlow Builder

  TimelinesAI Workflow Builder lets you automate routine work. Start a flow from events in your CRM, WhatsApp, or a custom trigger, then automatically run the actions you choose—like sending a WhatsApp message. This helps you respond faster and reduce manual steps. This guide will walk you through simple steps to successfully use all the features of the TimelinesAI Workflow Builder. ✅ How Does The Integration Work ✅ What Are The Costs (1-what-are-the-coFew readers

• Workflow Builder: transaction and credit usage

  Understanding Transaction Credits in Workflow Builder Welcome! In this article, we’ll help you understand how transaction credits work within the Workflow Builder in TimelinesAI. If you’re using automation (such as sending messages via workflows, API, Zapier, or Make), this guide will help you manage your credit usage more effectively. Quick Summary Manual messages you type and send in TimelinesAI are always FREE and unlimited — no credits required! Credits are only usFew readers

Automation Examples

• Workflow Builder: Autoresponder by keywords

  This automation responds to new WhatsApp messages based on keywords in the received message. Open TimelinesAI Workflow Builder https://app.timelines.ai/albato/automations and click New Automation Click Add TriFew readers

• Workflow Builder: Pipedrive - send automated message when deal moves to certain stage

  This automation sends a WhatsApp messages whenever a deal is moved to a certain stage in Pipedrive CRM. Open TimelinesAI Workflow Builder https://app.timelines.ai/albato/automations and click New Automation Click Add Trigger (https://storage.crisp.chaFew readers

• Workflow Builder: Autoresponder based on day of the week

  This automation responds to new WhatsApp messages based on the day of the week when the message was received. Open TimelinesAI Workflow Builder https://app.timelines.ai/albato/automations and click New Automation Click Add Trigger (https://storage.crisp.chat/usersFew readers

• Workflow Builder: Autoresponder to new chats only

  This automation responds to chats only from new WhatsApp contacts ( contacts with whom you never chatted before). Open TimelinesAI Workflow Builder https://app.timelines.ai/albato/automations and click New Automation Click Add Trigger (https://sFew readers

Creating Connections

• Workflow Builder: how to create Pipedrive Connection

  To add Pipedrive Connection to TimelinesAI Workflow Builder: Click Add Connection Open your Pipedrive account in a new tab and click the profile icon and select «Personal settings» Open the API tab and copy the key: Go back to a browser tab wheFew readers