Build a SkedX CRM automation step by step

Go to Workflows, click New workflow and then Start from scratch (or pick a template). In the panel, open What starts it and pick the moment — here When a new enquiry is created (1). The others: a status change, a field change, a form, a call that ends, an overdue task, a deal won or lost, or a schedule.

The steps list (1) shows every step in order, numbered. Steps are grouped in stages (2) — click a stage’s name to rename it. A message card shows the message as the person will see it (3). The count line (4) says how many steps there are and what is left to fix.

Click Then do this… (1) under the last step. Pick a module: Enquiries (2) changes the record — status, a field, the owner, a task; Messages · via Flow (3) sends WhatsApp, SMS or Email; Automations & team (4) hands it to the owner, marks it lost, or ends it.

An Enquiries step opens the CRM’s own form (1) — for Assign the owner, the owner to give the enquiry. Click Done (2) when it is filled.

Pick the Channel — WhatsApp, SMS or Email (1) — and write the message (2); the + adds a field such as their first name. Reply buttons on these words cannot come back to a CRM automation (3) — it messages the person’s number or email, not a chat. To hear back, click Ask for a typed answer (4): the message waits for what they write, by WhatsApp, SMS or Email, and under Where next you choose where Their answer goes. On WhatsApp you can instead click Use a template and pick a template with reply buttons. An Email also asks for a Subject.

After Ask for a typed answer the message waits for what they write back. Under Where next, pick the step Their answer goes to (1). The note (2) says how it comes back — by WhatsApp, SMS or Email, whichever the message is sent by. The card on the canvas now says it waits for a reply (3). To make it a plain message again, open Change ▾ at the top of the panel: the words stay.

Click Turn on (1). If something is missing it says Not on yet — one thing to fix (2) and opens that step; the list marks it too (3). Fill it and click Turn on again.

The button now says Turn off (1) and the status Live (2): the next enquiry that is created gets it.

Change any step: it saves as you go, and the status says Live · changes not published (1). New enquiries keep getting the published version until you click Publish (2).

Click Turn off: nobody new enters it; those inside finish. The button is Turn on again (1) and the status Draft (2).