The Automation Builder allows you to connect Instantly with other tools to automate your workflow, and it is available to all Email Outreach plans.
You choose a trigger, and Instantly automatically performs actions in another tool. For example, when the lead's interest status changes, Instantly sends them to a LinkedIn campaign in Aimfox, Heyreach, or Valley.
Step 1: Create Your Automation
Go to the Automations tab
Click 'Add New' to create a new automation workflow
Design your automation flow
Managing Your Automations
You can easily manage the automations by clicking the three dots(...), re-center, and navigate large automations easily:
Settings: Rename the automation or add a description.
Save: Save the changes
Duplicate: Duplicate the automation
Share: Share the automation
History: Check the execution history of the automation workflow
Delete: Delete the automation
Step 2: Add a Trigger
Choose which event to start your automation. One trigger can run multiple actions in a single flow.
Instantly Triggers
Select available triggers from Instantly:
Lead interest status changed
Campaign finished for lead
Lead added to list
Lead replies
Once you select the trigger event, click 'Continue' to choose the campaign. You can now apply a single trigger (for example, lead status change) across all campaigns, instead of configuring each one individually.
Click 'Continue' to test and save the step.
Important: The "Lead Interest Status Changes" trigger only works with Instantly's default status labels. Custom labels are not currently supported.
Trigify Trigger
Trigify automatically turns relevant social media posts(based on pre-set criteria in Trigify) into leads and sends them to Instantly for enrichment or outreach.
Trigger event: New Signal Detected
Possible workflow (points 1-5 happening in Trigify)
Post matches the user's high-intent keyword search or profile posts
Get Likes & Comments from that post
Enrich every person who engaged (person-level data)
Filter for your ICP (country, role, industry, etc.)
Run email enrichment on the filtered contacts (optional)
Send qualified leads straight into Instantly:
If email is found → add to a campaign
If not → add to a list for enrichment
Contact created, updated, deleted
Deal created, updated, deleted
Tasks, notes, communications (email, SMS) created
Conversation created
New message in conversation
Deal association changed
Contact created
Contact updated
Person / Company Identified
Step 3: Add Actions
LinkedIn Outreach
Before you begin: Connect your integration accounts (Aimfox, Valley, or HeyReach) to Instantly.
Aimfox
Click 'Add New'
You will be asked for a user/password to connect to your Aimfox account.
Valley
Click 'Add New'
Enter your account and password to connect to your Valley account.
HeyReach
Log in to your HeyReach account and navigate to API Integration.
Click on New API key to create a new API Key.
Enter your API Key in Instantly to connect to your HeyReach account.
Available Actions
Once connected, you can choose from these actions:
Aimfox: Add profile to campaign
HeyReach: Add lead to campaign, Add lead to list
Valley: Add lead to campaign
Instantly: Add lead to list, Add lead to campaign
Slack: Send message
HubSpot: Create or update contact, Create message, Create task, Create note
HighLevel: Create contact
LeadConnector: Create contact
Example Workflow: When the lead interest status changes in your selected campaign in Instantly, it will automatically add the profile to the selected campaign in Aimfox.
Once you select the actions, click 'Continue' to choose the campaign and map the lead data. Simply enter / to map the variables.
To successfully push leads from Instantly to Aimfox, Heyreach, and Valley, the leads in Instantly must have a LinkedIn URL.
Additional Options for Instantly Actions
When adding leads to campaigns or lists in Instantly, you can:
Ignore if lead exists in other lists
Ignore if lead exists in other campaigns to skip duplicates
Launch campaign if paused or completed to resume the campaign
Add custom fields/variables when adding leads to lists or campaigns
These steps work similarly across all integrations. You can follow the same steps for other integrations.
Step 4: Activate Your Automation
Before going live:
Test the trigger to confirm the action completes successfully
Check execution history to verify everything works
Now you can toggle the switch ON or click the Play icon in the automation list to activate your workflow.
