Ask an AI about this page
ChatGPT
Claude
Perplexity
Google AI Mode
Microsoft Copilot
Grok
Mistral Le ChatAutomation actions
After the trigger, an automation runs its steps from left to right. To add a step, click Add Node at the top right of the canvas. BCL connects the new step to the last step. Double-click any step to open its settings.
Steps you can add
Section titled “Steps you can add”The Add Action panel groups the steps like this:
| Group | Step | What it does | Needs |
|---|---|---|---|
| Messaging | Send Email | Sends an email. | Nothing |
| Messaging | SMS Niaga | Sends an SMS or adds the person to an SMS Niaga group. | SMS Niaga connected |
| Messaging | Add to Mail Niaga | Adds the email address to a Mail Niaga mailing list. | Mail Niaga v1 or v2 connected |
| Messaging | Brevo | Saves the contact, sends a Brevo template email or tracks an event. See Brevo. | Brevo connected |
| Send Wabot | Sends a WhatsApp message through Wabot. | Wabot connected | |
| Send Wasapbot | Sends a WhatsApp message through Wasapbot. | Wasapbot connected | |
| Send Nakwasap | Sends a WhatsApp message through Nakwasap. | Nakwasap connected | |
| Nakwasap Official | Sends an approved WhatsApp template from your official Nakwasap number. See Nakwasap Official. | Nakwasap Official connected | |
| Wabot Pro | Sends an approved WhatsApp template, or updates a broadcast list. See Wabot Pro. | Wabot Pro connected | |
| Kapso | Sends an approved WhatsApp template, or saves the buyer as a contact. See Kapso. | Kapso connected | |
| Reply.la | Sends an approved WhatsApp template, or saves a contact or label. See Reply.la. | Reply.la connected | |
| Apps & developer | Google Sheets | Adds a row to a sheet, or updates a row. | Google connected |
| Apps & developer | HTTP Request | Sends the data to another system’s URL. | Nothing |
| Apps & developer | Bukku | Records the sale, invoice or payment in Bukku. See Bukku. | Bukku connected |
| Sales & content | Send coupon | Gives the customer a single-use coupon code. See Send each customer their own coupon. | A coupon to copy from |
| Sales & content | Unlock content | Gives the buyer access to protected content and emails the link. See Unlock and revoke content. | Protected Content add-on, a payment trigger |
| Sales & content | Revoke access | Takes away the buyer’s access and signs out their devices. | Protected Content add-on, a payment trigger |
| Flow control | Delay | Waits for a time, or until a date and time. | Nothing |
| Flow control | Condition | Continues only when rules match. | Nothing |
Each service has one card under Platform Setup → Integrations. The cards include SMS Niaga, Mail Niaga v1, Mail Niaga v2, Brevo, Wabot and Wasapbot. Other cards are Nakwasap, Nakwasap Official, Wabot Pro, Kapso, Reply.la, Google Sheets and Bukku. Click Connect on a card to set it up. Until you connect a provider, its step shows a warning with a link to that page. The fields of the step stay locked.
Every step has an Action Name of up to 20 characters. It becomes the label on the canvas, so name steps after what they do, for example “Alert the team”.
Send Email
Section titled “Send Email”Sends one email for each run of the automation.
| Field | What to enter |
|---|---|
| Recipient Email | One address or a variable. It starts as {email} for payments, {attendee_email} for events and {affiliate_email} for affiliates. For leads, use the email field of your form, such as {email_address:2}. |
| Email Subject | The subject line. Variables work here. |
| Email Content | The message, in a rich text editor, up to 5,000 characters. Links typed as https://... become clickable. |
| Email Address (under Test Email) | Your own address. Click the send icon to get a test with sample data. |
Click Save Email. BCL sends the email from its own address, with your business name as the sender. Replies go to the team member who created the automation.
To email more than one person, add one Send Email step per recipient.
SMS Niaga
Section titled “SMS Niaga”Choose the Action Type:
| Action Type | Fields |
|---|---|
| Send SMS | Sender ID (empty uses your SMS Niaga setting), Phone Number ({phone} or a number such as 601XXXXXXXXX), Message (up to 160 characters) |
| Add Subscriber to Group | SMS Group (click Get Groups to load them), Subscriber Name, Subscriber Phone, Subscriber Email (Optional) |
Test SMS sends a sample to the number you type. Click Save SMS Niaga when done.
Send Wabot, Send Wasapbot and Send Nakwasap
Section titled “Send Wabot, Send Wasapbot and Send Nakwasap”Each sends a WhatsApp message from your own number through the provider you connected.
| Field | What to enter |
|---|---|
| Receiver Phone | {phone}, {attendee_phone}, {affiliate_phone} or a number with the country code, such as 601XXXXXXXXX. |
| Wabot Message / Wasapbot Message / Nakwasap Message | Plain text up to 4,096 characters, with variables. Preview message shows how it will look. |
| Phone Number under Send a test | Your own number, then Send. This field shows only after you connect the provider. |
Click Save Wabot, Save Wasapbot or Save Nakwasap. BCL waits about 5 seconds before it gives the message to the provider. For a full walk-through, see Send WhatsApp after payment.
Add to Mail Niaga
Section titled “Add to Mail Niaga”| Field | What to enter |
|---|---|
| Mail Niaga Version | Mail Niaga v1 or Mail Niaga v2, whichever you connected. |
| Subscriber Name, Email Address | Usually {name} and {email}. |
| Mailing List | Click Get Lists, then choose the list. |
| Custom Field Mapping | Mail Niaga v2 only: click Add Field Mapping and pair a list field with a variable or text. |
Test Add Subscriber adds a test email and name to the chosen list. Click Save Mail Niaga when done.
Google Sheets
Section titled “Google Sheets”Choose Append Row to add a row at the bottom of the table. Choose Update Row to find a row by a lookup value and change some of its columns. Click Select to choose the Spreadsheet from your Google Drive, then the Sheet. BCL reads the first row as column names. See Log orders to Google Sheets for the full setup.
HTTP Request
Section titled “HTTP Request”Sends the automation’s data to any URL, for example a CRM or your own system. You set the Method, Request URL, Query Parameters, Headers and Body. You can also send a test request with sample data. The HTTP Request step explains every part.
Pauses the branch before the next step.
| Delay Type | Fields | Example |
|---|---|---|
| For a Specific Period | Duration and Time Unit (Minutes, Hours, Days, Weeks) | Wait 3 days after a lead, then follow up. |
| Until a Date & Time | Date & Time | Wait until the day before your event. |
The step’s label changes to match, such as “Wait 3 Days”. If the date is already in the past when the workflow gets to the step, the branch stops. The history then shows “Delay skipped”. If you deactivate the automation during the wait of a run, BCL cancels the run when the wait ends.
Condition
Section titled “Condition”Continues only when its rules match. See Automation conditions for every field and operator.
Change, copy or remove a step
Section titled “Change, copy or remove a step”Click a step once to show its buttons:
- The gear opens the settings.
- The copy icon clones the step.
- The bin removes the step after you click Delete Node.
You can change the settings of the trigger, but you cannot copy or remove it. Update Automation at the top saves the whole workflow.
These habits help you manage steps:
- Name steps for the reader. “Send Email” three times tells you nothing in the history. “Alert the team” tells you what the step does.
- Test each message step before you turn the automation on. The test boxes use sample data and need no real purchase.
- Keep each SMS to 160 characters or fewer. Variables such as
{items_summary}can make the final text longer than it looks in the editor.
Common issues
The Send Wabot step says Wabot not configured. What is missing?
The step stays locked until you connect the provider. Go to Platform Setup → Integrations and click Connect on the Wabot card. Turn on Enable Wabot integration, then paste the Access Token and Instance ID. Click Verify Connection, then click Save Wabot. Then reload the automation page.
Can I send a test message to myself before the automation goes live?
Yes. Email, SMS, Wabot, Wasapbot and Nakwasap steps have a test box at the bottom of their settings. Type your own address or number and click Send. BCL fills the variables with sample data, so you see what the customer will get.
My old automation has a Send WasapBom step that no longer sends. What now?
WasapBOM is discontinued. Open the step, copy its message into a new Send Wabot, Send Wasapbot or Send Nakwasap step, then delete the old step.
Was this article helpful?
Thanks for your feedback.
Sorry this didn't help. WhatsApp us and we'll sort it out with you.