Create an Automation
Set up rules that auto-reply, route messages, or trigger external actions.
Automations run when messages are received or sent. Each one has a trigger (when it fires), conditions (which messages match), and actions (what to do).
Create an automation
- Go to Automations in the sidebar
- Click New Automation
- Name it something descriptive (e.g. "Auto-acknowledge appointments")
Choose a trigger
Pick when the automation should fire:
- Message received — an incoming iMessage arrives
- Message sent — an outgoing message is delivered
Add conditions
Conditions filter which messages activate the automation. Without conditions, it fires on every message that matches the trigger.
Examples:
- Message body contains "appointment"
- Sender is
+15551234567 - Sender is in a specific contact group
You can combine conditions with AND (all must match) or OR (any must match) logic.
Add actions
Actions execute when a message matches. You can chain multiple actions.
| Action | What it does |
|---|---|
| Send reply | Sends an iMessage back to the sender |
| Create contact | Adds the sender to your contacts |
| Call webhook | POSTs message data to a URL you specify |
| Log to CRM | Syncs the conversation to a connected CRM |
For example: auto-reply with "Got it, we'll get back to you shortly" and call a webhook to notify your team in Slack.
Test before enabling
Click Test on the automation detail page. Enter sample message data and Coop will show which conditions matched and what actions would run — without actually sending messages or calling webhooks.
Enable it
Toggle the automation on. It starts processing messages immediately.
View execution logs
Go to the automation's detail page and click Executions to see every time it fired — what triggered it, which conditions matched, what actions ran, and whether they succeeded.
Disable or delete
Toggle an automation off to pause it without losing the configuration. Delete it to remove it permanently.