moreflow logo black font

All Triggers &
Actions at a Glance

Explore everything you can automate with moreflow. From CRM events to third-party integrations — build workflows that run your business on autopilot.

17
Integrations
27
Triggers
20
Actions

Email

Send automated emails to clients and leads.

1 Actions
Send Email

SMS

Send text messages via Twilio.

1 Actions
Send SMS

WhatsApp

Send WhatsApp messages to your clients.

1 Actions
Send WhatsApp Message

Telegram

Receive and send messages through your Telegram bot.

1 Triggers1 Actions
Telegram Message Received
Send Telegram Message

Clients

Manage client records — create, update, delete, and react to status changes.

4 Triggers4 Actions
Client Created
Client Updated
Client Deleted
Client Status Changed
Create Client
Update Client
Delete Client
Change Client Status

Tags

Add or remove tags on clients to segment and automate.

2 Triggers2 Actions
Tag Added
Tag Removed
Add Tag
Remove Tag

Notes & Follow-ups

Automatically create notes and follow-up reminders for your team.

2 Actions
Create Note
Create Follow-up

Payments

React to payment events — successful charges, failures, refunds, and overdue invoices.

5 Triggers
Payment Received
Payment Failed
Payment Refunded
Chargeback Received
Invoice Overdue

Contracts

Automate workflows when contracts are signed or cancelled.

2 Triggers
Contract Signed
Contract Cancelled

Meetings

Trigger automations for bookings, reminders, no-shows, cancellations, and completions.

5 Triggers
Meeting Booked
Meeting No-Show
Meeting Reminder
Meeting Cancelled by Guest
Meeting Completed

Forms

Trigger automations when forms are submitted on your website.

1 Triggers
Form Submission

Chatbot

React to chatbot events — new leads, conversations, and handoff requests.

3 Triggers
Lead Created from Chatbot
New Chatbot Conversation
Chatbot Handoff Requested

Phone Calls

Trigger automations based on call events — started, completed, missed, or not reached.

4 Triggers
Call Started
Call Not Reached
Call Completed
Inbound Call Missed

Learningsuite

Manage members, courses, bundles, and hub access in Learningsuite.

5 Actions
Create Member
Find Member by Email
Add Bundles
Add Courses
Give Hub Access

Lexware

Upload invoices to Lexware for automated bookkeeping.

1 Actions
Upload Invoice

Webhook

Send webhooks and HTTP requests to any external web service or API.

1 Actions
Send Webhook

AI / GPT

Generate content with artificial intelligence — emails, summaries, responses, and more.

1 Actions
AI Generate

Ready to automate?

Start building powerful workflows with all these integrations — no code required.