{"id":9593,"date":"2025-10-24T14:59:59","date_gmt":"2025-10-24T14:59:59","guid":{"rendered":"https:\/\/support.spoki.com\/?post_type=docs&#038;p=9593"},"modified":"2025-11-11T16:13:13","modified_gmt":"2025-11-11T16:13:13","password":"","slug":"start-automation-automation-step","status":"publish","type":"docs","link":"https:\/\/support.spoki.com\/en\/docs\/integrazioni\/start-automation-automation-step\/","title":{"rendered":"Start Automation &#8211; Automation Step"},"content":{"rendered":"\n<h2>Overview<\/h2>\n<p>The <strong>Start Automation<\/strong> step triggers another automation for the current contact from within the flow you are building. It\u2019s a clean way to reuse existing automations (e.g., onboarding, re-engagement, surveys) without duplicating steps.<\/p>\n<p>Think of it as: &quot;Run that other automation now for this same contact.&quot; The current automation continues after this step unless you explicitly design an early exit.<\/p>\n<h2>Why Use Start Automation?<\/h2>\n<p>\u2705 <strong>Reusability<\/strong> &#8211; Centralize common sequences in dedicated automations<br>\u2705 <strong>Composability<\/strong> &#8211; Build flows from smaller, maintainable building blocks<br>\u2705 <strong>Consistency<\/strong> &#8211; Ensure the same logic is applied everywhere<br>\u2705 <strong>Separation of concerns<\/strong> &#8211; Keep main flow lean; offload sub\u2011journeys<br>\u2705 <strong>Faster iteration<\/strong> &#8211; Update a single automation to improve all callers<\/p>\n<hr>\n<h2>How to Add a Start Automation Step<\/h2>\n<h3>Step 1: Select the Action Type<\/h3>\n<ol>\n<li>In your automation builder, click <strong>&quot;Add Action&quot;<\/strong> or the <strong>&quot;+&quot;<\/strong> button<\/li>\n<li>Choose <strong>&quot;Start Automation&quot;<\/strong><\/li>\n<\/ol>\n<h3>Step 2: Choose the Automation<\/h3>\n<p>After adding the step, you\u2019ll see a searchable dropdown with your automations:<\/p>\n<ul>\n<li>The list shows all available automations except the one you\u2019re currently editing (to avoid recursion)<\/li>\n<li>Use the search box to find an automation by name<\/li>\n<li>Pagination loads more items as needed<\/li>\n<li>Select the automation you want to start<\/li>\n<\/ul>\n<p>When selected, the step becomes valid and can be saved.<\/p>\n<hr>\n<h2>How It Works<\/h2>\n<p>When the flow reaches a Start Automation step:<\/p>\n<ol>\n<li>The selected automation is triggered for the current contact<\/li>\n<li>That automation runs according to its own configuration and rules<\/li>\n<li>Your current automation then continues to the next step (they can run in parallel from a user perspective)<\/li>\n<\/ol>\n<p>Key points:<\/p>\n<ul>\n<li>The new automation runs with the contact\u2019s current data at the time of triggering<\/li>\n<li>If the target automation has manual\u2011start constraints or warnings, those apply when it is run manually; they don\u2019t block this step from triggering it programmatically<\/li>\n<li>Both automations can update contact fields, tags, lists, tickets, etc.; design with idempotency in mind<\/li>\n<\/ul>\n<hr>\n<h2>Practical Examples<\/h2>\n<h3>Example 1: Multilingual Onboarding<\/h3>\n<pre><code>If\/Else: Check language\n  IF Italian \u2192 Start Automation: Onboarding (IT)\n  IF Spanish \u2192 Start Automation: Onboarding (ES)\n  ELSE \u2192 Start Automation: Onboarding (EN)\nContinue current flow \u2192 Tag &quot;onboarding_dispatched&quot;\n<\/code><\/pre>\n<h3>Example 2: Survey After Issue Resolution<\/h3>\n<pre><code>Resolve ticket \u2192 Start Automation: CSAT Survey \u2192 Continue\n<\/code><\/pre>\n<h3>Example 3: Payment Flow Composition<\/h3>\n<pre><code>Start Automation: Payment Request\nDelay: 24h\nIf\/Else: If paid \u2192 Continue\n        Else \u2192 Start Automation: Payment Reminder\n<\/code><\/pre>\n<hr>\n<h2>Best Practices<\/h2>\n<ul>\n<li><strong>Keep automations atomic<\/strong>: Design target automations to accomplish one clear purpose (onboarding, CSAT, recovery)<\/li>\n<li><strong>Avoid circular triggers<\/strong>: Don\u2019t create loops where Automation A starts B and B starts A<\/li>\n<li><strong>Guard shared resources<\/strong>: If multiple automations write the same fields\/tags, ensure the logic is idempotent<\/li>\n<li><strong>Name clearly<\/strong>: Use consistent, descriptive names (e.g., \u201cOnboarding (IT)\u201d) so they\u2019re easy to select<\/li>\n<li><strong>Version responsibly<\/strong>: If you plan large changes, clone automations and phase in the new version<\/li>\n<li><strong>Monitor impact<\/strong>: Starting an automation can send messages; confirm compliance with 24\u2011hour WhatsApp windows<\/li>\n<\/ul>\n<hr>\n<h2>Limitations &amp; Considerations<\/h2>\n<ul>\n<li>You cannot select the automation you\u2019re currently editing<\/li>\n<li>The called automation runs independently; this step does not wait for it to finish<\/li>\n<li>Both automations may act concurrently on the same contact\u2014plan for race conditions (e.g., use tags\/state fields to coordinate)<\/li>\n<li>If the target automation has prerequisites (required fields, tags), ensure they are set before starting it<\/li>\n<li>Respect message sending rules (e.g., free\u2011message 24h window vs templates)<\/li>\n<\/ul>\n<hr>\n<h2>Troubleshooting<\/h2>\n<h3>The automation doesn\u2019t appear in the dropdown<\/h3>\n<ul>\n<li>Ensure it exists and you have permission to view it<\/li>\n<li>Clear search text to reload the full list<\/li>\n<li>Scroll\/load more to fetch additional pages<\/li>\n<li>You can\u2019t select the current automation<\/li>\n<\/ul>\n<h3>It started, but messages didn\u2019t send<\/h3>\n<ul>\n<li>Check warnings and rules inside the target automation (e.g., free\u2011message windows)<\/li>\n<li>Verify required data is present (custom fields, tags)<\/li>\n<li>Review execution logs for both automations<\/li>\n<\/ul>\n<h3>Conflicting updates between automations<\/h3>\n<ul>\n<li>Use tags\/fields as state flags to coordinate<\/li>\n<li>Split responsibilities: one automation writes fields, the other reads<\/li>\n<li>Add short Delays to avoid race conditions if needed<\/li>\n<\/ul>\n<hr>\n<h2>Design Patterns<\/h2>\n<h3>Pattern 1: Orchestrator + Workers<\/h3>\n<p>Use a \u201cmaster\u201d automation that starts specialized sub\u2011automations:<\/p>\n<pre><code>Orchestrator \u2192 Start Automation: Lead Enrichment\n            \u2192 Start Automation: Qualification\n            \u2192 Start Automation: Nurture (EN\/IT\/ES via Branching)\n<\/code><\/pre>\n<h3>Pattern 2: Re\u2011usable Surveys<\/h3>\n<pre><code>After any service completion \u2192 Start Automation: CSAT Survey\n<\/code><\/pre>\n<h3>Pattern 3: Multi\u2011Step Recovery<\/h3>\n<pre><code>Start Automation: Payment Request\nIf unpaid after delay \u2192 Start Automation: Payment Reminder\nIf still unpaid \u2192 Start Automation: Assistance Handoff\n<\/code><\/pre>\n<h3>Pattern 4: Conditional Handoff<\/h3>\n<pre><code>If\/Else: High LTV AND VIP tag \u2192 Start Automation: VIP Concierge\nElse \u2192 Continue standard flow\n<\/code><\/pre>\n<hr>\n","protected":false},"excerpt":{"rendered":"<p>Overview The Start Automation step triggers another automation for the current contact from within the flow you are building. It\u2019s [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[4],"doc_tag":[],"class_list":["post-9593","docs","type-docs","status-publish","hentry","doc_category-integrazioni"],"year_month":"2026-04","word_count":743,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Alireza Javaheri","author_nicename":"alireza-javaheri","author_url":"https:\/\/support.spoki.com\/en\/author\/alireza-javaheri\/"},"doc_category_info":[{"term_name":"Integrazioni","term_url":"https:\/\/support.spoki.com\/docs-category\/integrazioni\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Start Automation - Automation Step - Supporto Spoki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/support.spoki.com\/en\/docs\/integrazioni\/start-automation-automation-step\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Start Automation - Automation Step - Supporto Spoki\" \/>\n<meta property=\"og:description\" content=\"Overview The Start Automation step triggers another automation for the current contact from within the flow you are building. 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