How to Set an Auto Message

Set an Auto Message for specific events and actions.

Go to the Settings page (step1) and click on the Auto Messages tab on the left.(step2).

Step 1

Step 2

Fill in the Add Auto Message form and click Save.

Auto Messages are triggered automatically based on the selected Trigger.

The newly created Auto Message will show under the Auto Messages list.

Click on the created Auto Message to update it.

I've selected When a new client is created as the trigger in this article.
Every time a new client is created, an message will automatically be sent via all notifiable channels for the client.