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Creating automations in bitCRM enables you to streamline customer communication and manage routine tasks with ease. By setting up specific triggers like order confirmations or abandoned cart reminders, you can engage with your customers at key moments. Follow this guide to create an automation scenario that aligns with your business needs.

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Step 1: Access the bitCRM Automation Dashboard

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Step 2: Create a New Scenario

  • Click “Create new scenario”
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Step 3: Create a Scenario

  • Choose “Commerce”
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  • Select WhatsApp Commerce Triggers
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  1. Order created – Triggered when a new order is successfully created in the system.
  2. Order fulfilled – Triggered when the order has been processed and marked as shipped or completed.
  3. Order paid – Triggered when the customer’s payment has been successfully received and confirmed.
  4. Order refunded – Triggered when a refund has been issued for the order.
  5. Order cancelled – Triggered when the order has been officially cancelled either by the customer or the merchant.

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Step 3: Send a welcome message to new users.

  • Click ”+” to add steps.
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  • Select and choose “Communication channel”, “Time delay” or “Conditions” to tailor your automation
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Step 4: Save the Scenario

  • Click “Save”
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  • Click “Save automation”
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