Documentation

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

Lead sources

Automations

GoHighLevel (GHL) — custom fields setup

6 min

Which 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 min

Drag-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 min

Complete reference for every trigger, send, CRM, logic, data, AI, WhatsApp and integration node in the visual builder. Each node has its own detailed setup guide.

14 premade automation templates

7 min

Five one-click starters covering the most common automation patterns.

AI auto-reply per mailbox

4 min

Draft or send AI replies automatically when prospects respond to your outreach.

Public booking pages

4 min

Share a Calendly-style booking link, sync with Google Calendar, and get new meetings as leads.

GoHighLevel Node

8 min

Upsert contacts, add tags, move pipeline stages, and create tasks inside GoHighLevel — all from a single automation node.

Send Email Node

4 min

Send a personalised email to a lead or any address directly from an automation, using a connected mailbox.

Enrol in Sequence Node

3 min

Add a lead to a multi-step email sequence so they receive a series of timed follow-up emails automatically.

Send WhatsApp Node

4 min

Send a WhatsApp message to a lead via your connected Wasender account.

Call Webhook / HTTP Request Node

5 min

Make an HTTP request to any external API or webhook URL, with custom headers and a JSON body.

Delay / Wait Node

3 min

Pause the automation for a set amount of time before proceeding to the next node.

If / Else Condition Node

4 min

Branch the automation based on whether a field or variable matches a condition.

Add Tag Node

2 min

Apply one or more tags to the current lead for filtering, segmentation, and reporting.

Move Pipeline Stage Node

2 min

Automatically advance or change the pipeline stage of the current lead.

Create Task Node

3 min

Create a follow-up task for the current lead, visible in the lead detail view.

Post to Slack Node

4 min

Send a message to a Slack channel via an Incoming Webhook when an automation runs.

Twilio SMS Node

4 min

Send an SMS to a lead or any number via Twilio.

Run AI Agent Node

5 min

Call a language model with a system and user prompt, storing the response in a variable for downstream use.

AI Extract Node

5 min

Use a language model to extract structured fields from unstructured text, outputting a typed JSON object.

Set Variable Node

3 min

Create or update a variable in the automation context for use in downstream nodes.

For Each Loop Node

4 min

Iterate over an array variable, running the connected child nodes once for each item.

HTTP Scrape Node

4 min

Fetch and extract the readable text content of any public web page.

Google Search Node

4 min

Run a Google search query and get back an array of results with titles, URLs, and snippets.

Stripe Node

5 min

Create payment links, create customers, or retrieve customer data from Stripe inside an automation.

Calendly Node

3 min

Generate a pre-filled Calendly scheduling link for a lead and store it in a variable.

Make.com Trigger Node

3 min

Trigger a Make.com (formerly Integromat) scenario via a custom webhook and pass data to it.

Add Lead Note Node

2 min

Append a note to the lead's activity timeline for context, audit, or team visibility.

Try / Catch Node

3 min

Wrap a set of nodes in error handling so failures route to a fallback path instead of stopping the automation.

Send Telegram Node

4 min

Send a message to a Telegram chat or channel via a bot you control.

AI LLM Node (Claude / GPT / Gemini)

8 min

Call any major AI model — Anthropic Claude, OpenAI GPT-4o, or Google Gemini — from an automation step. Supports system prompts, temperature, and variable output.

Code (JS Sandbox) Node

6 min

Run 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 min

Run a parameterised SELECT, INSERT, or UPDATE against an external MySQL or MariaDB database from within an automation step.

Loop Node

5 min

Iterate 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 min

Immediately send a reply to the contact that triggered the automation — over WhatsApp or email — without configuring a separate send node.

HubSpot Node

6 min

Create or update HubSpot contacts, deals, and notes — sync every FlowMaticX lead into your HubSpot CRM automatically.

Pipedrive Node

5 min

Push leads into Pipedrive as persons, organisations, and deals — keep your sales pipeline in sync with FlowMaticX lead generation.

Google Sheets Node

5 min

Append rows to a Google Sheet, update cells, or read data — automate your reporting without CSV exports.

CRM integration nodes — ClickUp, Monday, Linear, Jira

8 min

Create tasks, items, and issues in ClickUp, Monday.com, Linear, and Jira directly from automation workflows.

AI Classify Node

4 min

Use 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 min

Convert a text variable to an MP3 audio file using OpenAI TTS — use the audio URL in a WhatsApp voice note node downstream.

Account + billing

Can't find what you need?

Email hello@flowmaticx.com and we'll answer within 4 hours on business days.