The Automations page lists your flows, grouped into folders, with their status and when they last ran.
Where to find it
Open Automations in the left sidebar. The page header reads Automations, with a Connections button on the right and two tabs: Flows and Runs. Automations are part of the Integrations & automations feature, so availability depends on your plan. The builder needs a drag-and-drop canvas, so it is desktop only — on a phone or tablet you will see a notice reading “Editing an automation needs the drag-and-drop canvas — open Callivox on a larger screen to build or edit one.”The parts of a flow
A flow is a diagram you build on a canvas. It has two kinds of pieces:A trigger
Exactly one, and it always comes first. The trigger decides when the flow starts — a Callivox
event, an incoming webhook, a schedule, or something happening in a connected app.
Actions and logic
Everything after the trigger. Actions do the work (create a contact, send a message, add a
row); logic blocks branch, loop and transform data along the way.
Flows and runs
The two tabs on the Automations page answer two different questions.
See Runs and troubleshooting for how to read a run.
Status: draft, published, off
Each flow row carries one status badge:
Save keeps your edits without changing what is live. Publish makes the version you are
looking at the one that runs. Saving never un-publishes a flow that is already live.
Turning a flow on and off
Use the ⋮ menu on a flow row and choose Disable (or Enable to switch it back on). Disabling is the way to pause an automation without losing it — the flow, its settings and its run history all stay exactly as they are, and re-enabling arms the trigger again.Organising flows into folders
Flows group into collapsible folder sections. Anything you have not filed sits under Uncategorized.- New folder on the toolbar creates one.
- Move to folder… in a flow’s ⋮ menu files a flow.
- A folder’s own ⋮ menu offers Rename and Delete. Deleting a folder does not delete its flows — they move to Uncategorized.
Deleting a flow
Delete is in the flow’s ⋮ menu, and you will be asked to confirm. If the flow is still live, the confirmation warns: “This automation is still enabled — deleting it stops it from running immediately, and this can’t be undone.”Deleting a flow does not erase its history. Past runs stay visible under Runs.
Automation runs and your plan
Every plan includes a number of automation runs per billing period. A banner at the top of the Automations page tracks where you are — for example “820 of 1,000 runs remaining”, plus any overage for the period. When the allowance is used up, the banner changes to “Automation runs exhausted” with the text “You’ve used all 1,000 included runs. Upgrade your plan to keep running automations.” and an Upgrade button. At that point Save and Publish are paused too, not only running — the builder shows “You’ve used all your included automation runs this period — saving and publishing are paused until you upgrade your plan.” If your workspace is billed by an account manager, the banner points you to them instead of showing an Upgrade button. See Running low and running out for what else is affected when an allowance runs dry.Next steps
Building a flow
A walkthrough of the canvas, the palette, passing data between steps and publishing.
Triggers
Every way a flow can start, including webhooks and schedules.
Connectors and connections
The apps you can connect, and how to authorise them.
Runs and troubleshooting
Reading a run, finding the failing step and fixing it.