Learn every feature in minutes.
80 guides organised by workflow. Start with Welcome if you're new, jump to the section you need otherwise.
Getting started
Welcome to FlowMaticX
3 minWhat FlowMaticX is, what it replaces, and how the workflow fits together.
Sign up + verify your email
2 minCreate an account, verify your email, and land on the dashboard.
Your first lead search
3 minRun a Google Maps search in 2 minutes.
How credits work
2 minWhat counts as a credit, how to check your balance, and when to upgrade.
WhatsApp automation setup
8 minConnect your WhatsApp number via QR code, configure the AI chatbot, build message sequences, and use the 3-panel inbox.
Agency workflow guide
10 minHow to use FlowMaticX as a digital agency — white-label setup, client prospecting, branded PDF audits, team management, and the 5-step close workflow.
Freelancer outbound playbook
8 minA step-by-step playbook for freelancers to book 5 discovery calls per month using cold email, SEO audits as openers, and WhatsApp close sequences.
Lead sources
Google Maps lead source
4 minFind verified local businesses by keyword + city in 250+ countries.
Pro Database lead source
4 minReach decision makers at companies by industry, seniority, and department.
Instagram lead source
3 minFind business accounts and creators by keyword or hashtag.
TikTok lead source
3 minReach creators and brand accounts by hashtag or keyword.
CSV import + enrichment
3 minUpload your existing list and enrich every row with AI cold emails.
Email enrichment — Decision Maker & Company lookup
6 minFind verified email addresses for leads using the Decision Maker (named contact) and Company (domain-wide) lookup modes.
Facebook Ad Library source
4 minFind businesses actively spending money on Facebook ads — a pre-filtered list of companies with marketing budget.
Google Ads Transparency source
4 minFind businesses running Google Ads using the Google Ads Transparency Center — companies with search intent and marketing spend.
Leads + CRM
Outreach
Connect a mailbox
5 minLink your Gmail, Outlook, or any SMTP provider to send cold emails.
Sequences and follow-ups
4 minBuild multi-step email flows that stop automatically on reply.
Inbox + AI reply drafts
4 minReview inbound replies, edit AI-drafted responses, send with one click.
Deliverability best practices
5 minKeep your cold emails out of spam folders.
WhatsApp Campaigns
7 minBroadcast personalised WhatsApp messages to a filtered list of leads — with delivery tracking, reply detection, and stop-on-reply logic.
Automations
GoHighLevel (GHL) — custom fields setup
6 minWhich custom fields to create in GHL, how they map to FlowMaticX lead data, and how to use the GHL integration node.
The visual automation builder
6 minDrag-and-drop workflows that fire on 14 event triggers with 21 node types across Send, CRM, Logic, Data and AI.
All 135+ automation node types
10 minEvery trigger, send, CRM, logic, AI, WhatsApp, and integration node in the visual builder, with a setup guide for each.
14 premade automation templates
7 minFive one-click starters covering the most common automation patterns.
AI auto-reply per mailbox
4 minDraft or send AI replies automatically when prospects respond to your outreach.
Public booking pages
4 minShare a Calendly-style booking link, sync with Google Calendar, and get new meetings as leads.
GoHighLevel Node
8 minUpsert contacts, add tags, move pipeline stages, and create tasks inside GoHighLevel — all from a single automation node.
Send Email Node
4 minSend a personalised email to a lead or any address directly from an automation, using a connected mailbox.
Enrol in Sequence Node
3 minAdd a lead to a multi-step email sequence so they receive a series of timed follow-up emails automatically.
Send WhatsApp Node
4 minSend a WhatsApp message to a lead via your connected Wasender account.
Call Webhook / HTTP Request Node
5 minMake an HTTP request to any external API or webhook URL, with custom headers and a JSON body.
Delay / Wait Node
3 minPause the automation for a set amount of time before proceeding to the next node.
If / Else Condition Node
4 minBranch the automation based on whether a field or variable matches a condition.
Add Tag Node
2 minApply one or more tags to the current lead for filtering, segmentation, and reporting.
Move Pipeline Stage Node
2 minAutomatically advance or change the pipeline stage of the current lead.
Create Task Node
3 minCreate a follow-up task for the current lead, visible in the lead detail view.
Post to Slack Node
4 minSend a message to a Slack channel via an Incoming Webhook when an automation runs.
Twilio SMS Node
4 minSend an SMS to a lead or any number via Twilio.
Run AI Agent Node
5 minCall a language model with a system and user prompt, storing the response in a variable for downstream use.
AI Extract Node
5 minUse a language model to extract structured fields from unstructured text, outputting a typed JSON object.
Set Variable Node
3 minCreate or update a variable in the automation context for use in downstream nodes.
For Each Loop Node
4 minIterate over an array variable, running the connected child nodes once for each item.
HTTP Scrape Node
4 minFetch and extract the readable text content of any public web page.
Google Search Node
4 minRun a Google search query and get back an array of results with titles, URLs, and snippets.
Stripe Node
5 minCreate payment links, create customers, or retrieve customer data from Stripe inside an automation.
Calendly Node
3 minGenerate a pre-filled Calendly scheduling link for a lead and store it in a variable.
Make.com Trigger Node
3 minTrigger a Make.com (formerly Integromat) scenario via a custom webhook and pass data to it.
Add Lead Note Node
2 minAppend a note to the lead's activity timeline for context, audit, or team visibility.
Try / Catch Node
3 minWrap a set of nodes in error handling so failures route to a fallback path instead of stopping the automation.
Send Telegram Node
4 minSend a message to a Telegram chat or channel via a bot you control.
AI LLM Node (Claude / GPT / Gemini)
8 minCall Claude, GPT-4o, or Gemini from an automation step, with a system prompt, temperature, and an output variable.
Code (JS Sandbox) Node
6 minRun arbitrary JavaScript inside a sandboxed V8 context — transform data, call external APIs, parse JSON, compute values — all from within an automation.
MySQL Query Node
5 minRun a parameterised SELECT, INSERT, or UPDATE against an external MySQL or MariaDB database from within an automation step.
Loop Node
5 minIterate over an array variable and execute downstream nodes once per item — process a list of emails, phone numbers, or any multi-value field.
Direct Reply Node
4 minImmediately send a reply to the contact that triggered the automation — over WhatsApp or email — without configuring a separate send node.
HubSpot Node
6 minCreate or update HubSpot contacts, deals, and notes — sync every FlowMaticX lead into your HubSpot CRM automatically.
Pipedrive Node
5 minPush leads into Pipedrive as persons, organisations, and deals — keep your sales pipeline in sync with FlowMaticX lead generation.
Google Sheets Node
5 minAppend rows to a Google Sheet, update cells, or read data — automate your reporting without CSV exports.
CRM integration nodes — ClickUp, Monday, Linear, Jira
8 minCreate tasks, items, and issues in ClickUp, Monday.com, Linear, and Jira directly from automation workflows.
AI Classify Node
4 minUse AI to classify text into one of your custom labels — route leads, emails, and messages by intent without writing regex.
Text-to-Speech Node
4 minConvert a text variable to an MP3 audio file using OpenAI TTS — use the audio URL in a WhatsApp voice note node downstream.
SEO + Monitoring
AI Studio
Account + billing
Plans & pricing
4 minFree, Starter ($39), Growth ($119), Agency ($299) — full feature breakdown.
Managing your billing
5 minSubscription dashboard, credit usage, invoices, Stripe portal, and cancellation.
Credit top-up packs
3 minBuy extra credits anytime without upgrading your plan.
Account security & 2FA
5 minTwo-factor authentication, password management, active sessions, and security best practices.
Team seats
2 minInvite teammates with Owner / Admin / Member / Viewer roles.
API keys + webhooks
3 minPublic REST API and outbound webhook events.
White-label & Custom Domain
5 minGive your clients a fully branded dashboard on your own subdomain. Step-by-step DNS setup.
Saved credentials
4 minStore API keys, OAuth tokens, and webhook secrets once — reuse them across any automation node without re-entering them.
Reference
Email testing & diagnostics
4 minCheck SMTP/IMAP connectivity, DKIM/SPF/DMARC, and bounce reasons before sending a real campaign.
Webhook payload reference
6 minExact JSON shape of every event FlowMaticX emits to your webhook endpoints.
REST API reference (v1)
15 minFull reference for the FlowMaticX public REST API — authentication, endpoints, request/response shapes, and error codes.
Can't find what you need?
Email hello@flowmaticx.com and we'll answer within 4 hours on business days.