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 minComplete 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 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 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 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.