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Hoop’s automation engine lets you build powerful, event-driven workflows that run in the background — so your team can focus on high-value work instead of repetitive tasks.

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What is automation?

Automation in Hoop handles tasks like email follow-ups, SMS campaigns, appointment reminders, and contact updates without manual effort. You define triggers (what starts the workflow) and actions (what the workflow does), and Hoop takes care of the rest.

Workflows

Build multi-step automated sequences triggered by contact behavior, time, or system events.

Workflow triggers

Choose from dozens of triggers — form submissions, tag changes, appointments, payments, and more.

Workflow actions

Send messages, update records, book appointments, run AI bots, and hundreds of other actions.

Workflow recipes

Start fast with pre-built templates for common use cases like lead nurture and missed call text-back.

Advanced builder

Design sophisticated multi-branch automations on a freeform visual canvas.

Trigger links

Track when contacts click specific links and fire workflows based on that engagement.

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Key concepts

A trigger is the event that starts a workflow. Hoop supports triggers across every part of the platform — contacts, appointments, payments, forms, Shopify, Facebook/Instagram, communities, and more. A single workflow can have multiple triggers.
Actions are the tasks Hoop performs after a trigger fires. Examples include sending an SMS or email, updating a contact record, creating an opportunity, booking an appointment, running an AI bot, or calling a webhook.
Use the If/Else action to split contacts into different paths based on their data or behavior. Up to 10 branches can be added to a single If/Else block, with an automatic “None” branch for contacts that don’t match any condition.
Workflows have two states: Draft (edits are safe, workflow is not active) and Published (workflow is live and enrolling contacts). You can toggle between them at any time.
Some advanced capabilities — like the Custom Code action, AI Intent Detection, and the Inbound Webhook trigger — are premium features. Look for the “Premium” label in the workflow builder.

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Getting started

1

Navigate to Automation

In the left sidebar, click Automation, then open the Workflows tab.
2

Create a workflow

Click + Create Workflow and choose a starting point: scratch, AI-generated, a recipe template, or an imported campaign.
3

Add a trigger

Click + Add New Trigger and select the event that should start your automation.
4

Add actions

Click the + icon below your trigger to add the first action. Chain as many actions as needed.
5

Test and publish

Use Test Workflow to simulate the flow on a test contact. When satisfied, toggle the workflow from Draft to Published.
Every change to a published workflow must be saved manually using the Save button. Drafts save automatically.
Last modified on March 4, 2026