By connecting Octane AI and Alloy, you can run powerful automations between Octane AI and other platforms by using pre-built recipes or even creating your own workflows from scratch.
Table of Contents
3.1. Trigger events
1. Connecting Octane AI with Alloy
To connect Octane AI with Alloy, you'll need to authenticate your Octane AI account within Alloy first using your bot ID and API key. Read ahead for step-by-step instructions on how to do this.
1. Start by creating a new workflow.
From the Alloy dashboard, create a new workflow. If you already have a recipe in mind that you'd like to use, you can select a recipe. For this guide, we'll be creating a workflow from scratch.
2. Find and select Octane AI from the list of triggers.
Use the search bar to quickly complete this step.
3. When prompted, enter your Octane AI credentials to verify your account.
You can get your credentials in the Integrations page of your Octane AI dashboard. Find the Alloy section, click the drop-down menu and select "Setup" to receive your bot ID and API key
4. Select an Input to finish building the trigger.
Your Octane AI account is now connected and will be selectable whenever creating a workflow or recipe with Octane AI in Alloy.
Recipes are pre-built workflows found in the Marketplace tab in Alloy's dashboard, allowing you to create fully functional workflows within minutes. Here's a list of Octane AI recipes available at the moment.
When a customer is created on Octane AI, create a subscriber in Attentive
When a customer is updated on Octane AI, update the subscriber in Attentive
Add new Octane AI members to a Google Sheet
When a customer is created in Octane AI, create a customer in Gorgias.
When a customer is created in Octane AI, create a subscriber in Mailchimp
When a customer is updated on Octane AI, update the subscriber in Mailchimp
Tag Mailchimp subscribers when they click an abandoned cart message in Octane AI
When customers are created in Octane, create customers in Omnisend
Update customers in Omnisend as they're updated in Octane AI
Add a member to an Omnisend list when they subscribe to shipping notifications
Send an email when a customer clicks on an abandoned cart notification
Send a message in Slack when a user unsubscribes in Octane AI
3. Creating Workflows
You can use Alloy to create your own custom workflows from scratch using trigger events, variables and workflow logic to make powerful automations.
3.1. Trigger events
These are the events you can use to build triggers in Alloy.
Deliver abandoned cart message
Deliver abandoned cart reminder
Deliver shipping notification
Subscribed to shipping notification
Subscribed to abandoned cart reminder
Clicked abandoned cart reminder
Unsubscribed from all bot messages
Subscribed back to all bot messages
Unsubscribed from all cart messages
Placed order after receiving abandoned cart message
Variables let you use the output of a block downstream in the workflow such as customer information or the timing of a trigger.
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