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Automation actions

Updated

After the trigger, an automation runs its steps from left to right. You add a step with Add Node at the top right of the canvas, and BCL connects it to the last step. Double-click any step to open its settings.

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
WhatsApp Send Wabot Sends a WhatsApp message through Wabot. Wabot connected
WhatsApp Send Wasapbot Sends a WhatsApp message through Wasapbot. Wasapbot connected
WhatsApp Send Nakwasap Sends a WhatsApp message through Nakwasap. Nakwasap connected
WhatsApp Wabot Pro Sends an approved WhatsApp template, or updates a broadcast list. See Wabot Pro. Wabot Pro connected
WhatsApp Kapso Sends an approved WhatsApp template, or saves the buyer as a contact. See Kapso. Kapso connected
WhatsApp 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

Connections live under Platform Setup → Integrations, one card per service, such as SMS Niaga, Mail Niaga v1, Mail Niaga v2, Brevo, Wabot, Wasapbot, Nakwasap, Wabot Pro, Kapso, Reply.la, Google Sheets and Bukku. Click Connect on a card to set it up. Until a provider is connected, its step shows a warning with a link there and its fields are locked.

The Add Action panel with its Messaging, Integrations and Flow Control groups

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”.

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. The email comes from BCL’s sending address with your business name as the sender, and replies go to the team member who created the automation.

Email Action Settings with Action Name, Recipient Email, Email Subject and Email Content filled in

The Test Email box at the bottom of Email Action Settings, with an address typed in and the send icon highlighted

To email more than one person, add one Send Email step per recipient.

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 enter. 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. Only shown once the provider is connected.

Click Save Wabot, Save Wasapbot or Save Nakwasap. BCL waits about 5 seconds before handing the message to the provider. For a full walk-through, see Send WhatsApp after payment.

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 pick 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.

Choose Append Row to add a row at the bottom of the table, or Update Row to find a row by a lookup value and change some of its columns. Click Select to pick 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.

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, and can 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”. A date that has already passed when the workflow reaches it stops the branch, and the history shows “Delay skipped”. If you deactivate the automation while a run is waiting, the run is cancelled when the wait ends.

Continues only when its rules match. See Automation conditions for every field and operator.

Click a step once to show its buttons: the gear opens the settings, the copy icon clones the step, and the bin removes it after you click Delete Node. The trigger can be configured but not copied or removed. Update Automation at the top saves the whole workflow.

A few habits make steps easier to manage:

  • Name steps for the reader. “Send Email” three times tells you nothing in the history; “Alert the team” does.
  • Test each message step before you switch the automation on. The test boxes use sample data and need no real purchase.
  • Mind the 160 characters of an SMS. 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 the provider is connected. Under Platform Setup → Integrations, click Connect on the Wabot card, turn on Enable Wabot integration, paste the Access Token and Instance ID, click Verify Connection and click Save Wabot. Then reload the automation page.

The API Credentials of the Wabot panel, with Enable Wabot integration highlighted
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. Enter your own address or number and click Send. Variables are filled 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.

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