Skip to main content

Automations

The Automation Builder allows you to connect Instantly with other tools to automate your workflow, and it is available to all Email Outreach/Outbound plans.

You choose a trigger, and Instantly automatically performs actions in another tool.

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

  • Undo / Redo: Revert or reapply your most recent changes

  • Zoom In / Out: Adjust the canvas view

  • Re-center view: Automatically scales and positions the canvas to show all nodes

  • Run Test: Execute the workflow manually to test triggers and actions

  • Paused/Active Toggle: Pause or activate the workflow

  • Three dots:

    • Settings: Rename the automation or add a description

    • Re-arrange: Reset the positions of all nodes

    • Save: Save the changes

    • Duplicate: Duplicate 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.

Available Apps & Triggers

Instantly Triggers

  • Lead Interest Status Changed

  • Lead Unsubscribed

  • Any Positive Label

  • Any Negative Label

  • Lead Added to List

  • Lead Replies

  • Campaign Finished for Lead

  • Campaign Completed

  • SuperSearch Enrichment Completed

  • Email Account Error

  • Email Sent

  • Email Bounced

  • Email Opened

  • Email Link Clicked

Aimfox Triggers

  • Connection request accepted

  • Campaign reply received

  • InMail reply

  • New lead from campaign

  • Profile view

Aircall Triggers

  • Call ended

  • New call

Airtable Triggers

  • New record

  • Update record

  • Deleted record

  • Record Meets Conditions

Apollo Triggers

  • Contact created

  • Contact updated

  • Account created

  • Email replied

  • Email bounced

  • Contact unsubscribed

Asana Triggers

  • Task added to project

  • Task updated in project

Attio Triggers

  • Person created/updated/deleted

  • Company created/updated/deleted

  • Deal created/updated/deleted

  • Task created/updated/deleted

  • List Entry created/updated/deleted

  • Custom Object Record created/updated/deleted

  • Record merged

  • Comment created

Beehiiv Triggers

  • New subscriber confirmed

  • Subscription created

  • Subscriber deleted/unsubscribed

  • List subscription added

  • Survey response submitted

Brevo Triggers

  • Contact deleted

  • Contact updated

  • Contact hard bounced

  • Contact unsubscribed

  • Email opened

  • Soft bounced

  • Email clicked

  • Contact added to list

  • Marked as spam

Calendly Triggers

  • Booking created

  • Booking canceled

  • Invitee no-show created

  • No-show cleared

  • Contact created

  • Contact updated

  • Contact deleted

Clay Trigger

  • Record received

Exa Trigger

  • New webset item

Expandi Triggers

  • Prospect added to campaign

  • Connection accepted

  • Message reply

  • Campaign completed

HeyReach Triggers

  • Connection request accepted

  • InMail reply received

  • Message reply received

  • Lead tag updated

  • Campaign completed

  • Profile viewed

HighLevel Triggers

  • Task created

  • Opportunity created

  • Appointment booked

  • Opportunity stage/status updated

  • Inbound message

  • Contact created

  • Contact updated

  • Contact deleted

  • Contact tag updated

  • Appointment updated

HubSpot Triggers

  • Contact created, updated, deleted

  • Deal created, updated, deleted

  • Tasks, notes, communications (email, SMS) created

  • Conversation created

  • New message in conversation

  • Deal association changed

  • Record created, updated

Intercom Triggers

  • New conversation

  • Contact replied

  • New lead

  • New user

  • Lead merged into user

  • Tag added to contact

  • Contact updated

  • Tag removed from contact

  • Contact email updated

  • Conversation closed

  • Contact unsubscribed

  • Company created or updated

  • Contact subscribed

Klaviyo Triggers

  • New event

  • Opened email

  • Clicked email

  • Marked as spam

  • Email delivered

  • Subscribed

  • Unsubscribed

La Growth Machine Triggers

  • Message received or lead replies

  • Message sent

  • Lead status changed

  • Campaign finished

  • LinkedIn connection accepted or lead converted

LeadConnector Triggers

  • Outbound message

  • Note created

  • Inbound message

  • Task completed

  • Appointment created

  • Contact updated

  • Contact created

  • Contact tag updated

  • Opportunity created

  • Opportunity stage/status updated

Mailchimp Triggers

  • Subscriber added

  • Subscriber unsubscribed

  • Subscriber profile updated

  • Subscriber email changed

  • Subscriber cleaned

monday.com Triggers

  • Item created

  • Subitem created

  • Column value changed (any)

  • Specific column changed

  • Item moved to group

  • Update posted

Notion Triggers

  • New database item

  • Page updated

  • Page properties updated

  • Page deleted/moved

  • Data source schema updated

  • New comment

PhantomBuster Triggers

  • Agent / Phantom Completed

Pipedrive Triggers

  • Person Created/Updated/Deleted

  • Deal Created/Updated/Deleted

  • Lead Created/Updated/Deleted

  • Activity Created/Updated/Deleted

  • Organization Created/Updated/Deleted/Merged

  • Note Added

RB2B Trigger

  • Person / Company Identified

Slack Triggers

  • New message

  • Mention

  • Reaction added

Stripe Triggers

  • Customer created, updated, or deleted

  • Subscription created, updated, or deleted

  • Invoice paid or payment failed

  • Payment succeeded

  • Charge refunded

  • Checkout session completed

  • Dispute opened

  • Payout paid

Supabase Triggers

  • Row changed

  • Row created

  • Row updated

  • Row deleted

  • New row

Telegram Triggers

  • New message

  • Edited message

  • New channel post

  • Callback query

  • Inline query

  • Poll changed

  • Chat member updated

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

Typeform Trigger

  • New form response

Zoho CRM Triggers

  • New module entry

  • Updated module entry

  • New/Updated module entry

  • Deleted module entry

  • Contact created

  • Contact updated

Built-in steps for triggers

  • Instantly AI Voice Agent: Place outbound phone calls from your AI voice agents directly inside a workflow.

  • Manual Trigger: Trigger workflows manually by clicking Run.

  • RSS: Trigger workflows from new RSS or Atom feed items, and read feeds on demand.

  • Schedule: Trigger workflows at specific times or intervals.

  • Webhook: Trigger workflows when an HTTP request is received.

  • Website Visitors: Trigger workflows when website visitors are identified.

Step 3: Add Actions

Select the action(s) to perform after the trigger fires.

Available Apps & Actions

Instantly actions

  • Add lead to list/Add lead to campaign

  • Update lead interest status

  • Move leads/Move lead to subsequence

  • Get/Update/Create/List/Merge/Delete lead

  • Bulk assign leads

  • Delete leads (Bulk)

  • Create/Update/Delete/Get/List lead list

  • Get lead list verification stats

  • Create/Update/Delete/List/Get lead label

  • Remove lead from subsequence

  • Pause/Resume/Duplicate subsequence

  • Create/Update/Delete/Get/List subsequence

  • Get subsequence sending status

  • Pause/Activate/Get/Update/Delete/Duplicate campaign

  • Add campaign variables

  • Create/List campaign

  • Find campaign by contact

  • Export/Share campaign

  • Get campaign analytics overview/Get campaign analytics/Get campaign analytics daily/Get campaign analytics steps/Get campaign analytics bounces

  • Get campaign sending status

  • Get campaign count launched

  • Get top campaigns for replies

  • Get top campaigns to improve

  • Create/Update/Delete/List variables

  • Get first lead variable values (bulk)

  • Create/Update/Delete custom tag

  • Toggle tag on resources

  • Get/List custom tags

  • Create/Update/Delete/Test/Resume/List/Get Webhook

  • List webhook events

  • Delete/Duplicate/Execute/List/Get Automation workflow

  • Cancel/Retry/Get workflow execution

  • Pause/Resume/Connect/Bulk connect/Update/Delete/Enable/Disable/Get/List account

  • Mark Account fixed

  • Get account analytics/Get account warmup analytics

  • Create/List DFY email account order

  • List/Cancel DFY accounts

  • Check domain availability

  • Generate similar domains

  • Pre-warmed domain list

  • Add/Update/Delete/List/Get blocklist entry

  • Download blocklist

  • Verify/Forward/List/Get/Update/Delete email

  • Get unread email count

  • Mark thread as read

  • Get verification result

  • List audit logs

  • List/Get background job

Aimfox actions

  • Add profile to campaign

  • Send LinkedIn message

  • Add label to lead

  • Add note to lead

  • Pause campaign

  • Resume campaign

Aircall actions

  • Start outbound call

  • List calls

  • Get call

  • Add note to call

  • Create contact

  • Search contacts

Airtable actions

  • Find record

  • Create record

  • Update record

  • Delete record

  • Upsert record

Apollo actions

  • Create lead

  • Add contacts to sequence

  • Update sequence status

  • Update contact

  • Create/Update account

  • Enrich person

Asana actions

  • Create task

  • Update task

  • Get task

  • List tasks

  • Complete task

  • Add comment

  • Create project

  • Create section

  • Move task to setion

  • Add tag to task

  • Remove tag from task

  • Delete task

Attio actions

  • Create person

  • Update person

  • Create company

  • Update company

  • Create deal

  • Update deal

  • Create note

  • Create task

  • Update task

  • Add record to list

  • Remove record from list

  • Create/Update custom object record

  • Delete record

  • Assert record

  • Update list entry

Beehiiv actions

  • Add subscriber

  • Update subscriber

  • Find subscriber

  • Add tags to subscriber

  • Unsubscribe or delete subscriber

  • Add to automation journey

Brevo actions

  • Add contact to list

  • Create or update deal

  • Send transactional email

  • Remove contact from list

  • Add note

  • Unsubscribe or delete contact

  • Create or update contact

  • Find contact

Calendly actions

  • Create booking

  • Create single-use scheduling link

  • Cancel scheduled event

  • Find scheduled event

  • List/Get event types

  • List/Get scheduled events

  • List/Get event invitee

  • List available times

  • Mark invitee no-show

  • Unmark invitee no-show

Clay actions

  • Add record to table

Exa actions

  • Create monitor

  • Delete webset

  • Get webset

  • List webset items

  • Read page

  • Cancel webset

  • List websets

  • Answer question

  • Deep research

  • Search

  • Add enrichment

  • Create webset

Expandi actions

  • Add prospect to campaign

  • Pause prospect

  • Resume prospect

HeyReach actions

  • Add lead to campaign

  • Add lead to list

  • Get campaigns for lead

  • Resume campaign

  • Pause campaign

  • Stop lead in a campaign

Valley actions

  • Add lead to campaign

HighLevel actions

  • Create contact

  • Send message (SMS/Email)

  • Create/Update opportunity

  • Update contact

  • Upsert contact

  • Add/Remove tag

  • Add lead to workflow

  • Create task

  • Add note

LeadConnector actions

  • Send SMS/Email

  • Create/Update opportunity

  • Create contact

  • Update contact

  • Add lead to workflow

  • Create lead

  • Add contact to campaign

  • Book appointment

  • Add/Remove tag

  • Upsert contact

  • Create note

HubSpot actions

  • Create or update contact

  • Create message

  • Create task

  • Create note

  • Send event

  • Create or update record

  • Find contact(to get HubSpot Contact ID)

Lemlist actions

  • Create lead

Pipedrive actions

  • Create/Update Person

  • Create Activity

  • Create/Update Deal

  • Create/Update Lead

  • Create Note

  • Create Project Task

  • Find deal

  • Find organization

  • Create or update organization

  • Update lead

  • Update activity

Slack actions

  • Send message

  • Send direct message

  • Update message

  • Schedule message

  • Upload file

  • Create channel

  • Add reaction

  • Invite user to channel

Typeform actions

  • Get form details

  • Get response

Intercom actions

  • Find contact

  • Create or update lead

  • Create or update user

  • Add tag to contact

  • Create note

  • Create data event

  • Create conversation

  • Reply to conversation

  • Merge lead into user

  • Create or update company

  • Remove tag from contact

  • Attach company to contact

Klaviyo actions

  • Create or update profile

  • Create event

  • Suppress profile

  • Unsuppress profile

  • Create list

  • Remove profile from List

  • Unsubscribe profile

  • Subscribe profile

  • Find list

  • Add profile to list

  • Update profile

  • Find a profile

La Growth Machine actions

  • Create audience

  • Add lead to audience

  • Update lead

  • Update lead status

  • Remove lead from audience

  • Search lead

  • Send LinkedIn message

  • Import leads from LinkedIn search

Mailchimp actions

  • Add/Update subscriber

  • Add subscriber to tag

  • Remove subscriber from tag

  • Create tag

  • Unsubscribe or delete contact

  • Find subscriber

  • Find tag

  • Add note to contact

  • Add member to Segment/Group

  • Trigger customer journey

  • Create member event

monday.com actions

  • Create item

  • Update item (multiple columns)

  • Rename item

  • Change column value

  • Create subitem

  • Post update

  • Create group

  • Move item to group

  • Duplicate item

  • Archive item

  • Delete item

  • Get item

  • Find items by column value

  • Get column values

Notion actions

  • Search

  • Retrieve page

  • Create page

  • Create database item

  • Update page

  • Archive page

  • Query data source

  • Append content

  • Create comment

  • Create database

  • List users

PhantomBuster actions

  • Launch agent

  • Get agent output

  • Fetch container result

  • List agents

  • Stop agent

Stripe actions

  • Create or update customer

  • List customers

  • Search customers

  • Get customer revenue by email

  • List subscriptions

  • Get subscriptions

  • Create subscriptions

  • Update subscriptions

  • Cancel subscription

  • List invoices

  • Get invoice

  • List charges

  • List payment intents

  • List refunds

  • Refund a charge

  • List balance transactions

  • List payouts

  • List products

  • List prices

  • Create payment link

  • Create checkout session

Supabase actions

  • Insert row

  • Update row

  • Upsert row

  • Delete row

  • Query/Find rows

  • Call postgres Function (RPC)

Telegram actions

  • Send text message

  • Send photo

  • Send document

  • Send video

  • Send location

  • Send chat action

  • Delete message

  • Edit message text

  • Pin message

  • Unpin message

  • Get chat

  • Get chat administrators

  • Get chat member

  • Get file

  • Answer callback query

Zoho CRM actions

  • Create module entry

  • Create/Update module entry

  • Update module entry

  • Find module entry

  • Find module entries

  • Convert lead

  • Add tag

  • Add attachment

  • API request

  • Delete module entry

  • Send email

  • Get record by ID

  • Get related records

  • Add note

  • Upsert records (Bulk)

Built-in steps for actions

  • AI: Run an LLM prompt inside your workflow — classify replies, score leads, generate content, or route on AI output.

  • Add Log Message / Debug Log: Add log messages to inspect workflow data during tests and runs

  • Data Transform: Parse, transform, and format JSON and text data.

  • Execute Code: Run custom code in a secure sandbox to transform data inside your workflow.

  • HTTP Request: Push data from Instantly to external APIs.

  • Instantly AI Voice Agent: Place outbound phone calls from your AI voice agents directly inside a workflow.

  • RSS: Trigger workflows from new RSS or Atom feed items, and read feeds on demand.

  • Utility: Utility building blocks for workflows.

  • Web Crawler: Scrape, crawl, and extract data from any website.

  • Web Research

  • Condition(If/Else Logic): Split the flow into TRUE and FALSE branches based on rules.

  • Delay: Pause the workflow for a set amount of time before continuing.

  • Paths / Switch: Route through multiple named paths, checked in order. Use Condition for a simple yes/no split.

  • Human Approval: Pause the workflow until a human approves or rejects it.

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.

These steps work similarly across all integrations. You can follow the same steps for other integrations.

Step 4: Activate Your Automation

Before going live:

  • Click Run Test to confirm the action completes successfully

  • Check execution history to verify everything works

You can now toggle the switch ON to activate your workflow.

Related Articles
Did this answer your question?