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.
What you'll learn
What you'll need to set up Octane AI with Alloy Automation.
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.
Creating an Automation with a Recipe
The easiest way to use Alloy is to add one of the pre-built recipes to your Alloy dashboard. If you know the recipe you'd like to use already, you can select one when you create a new Workflow.
Alloy's Marketplace has a large amount of recipes that have been built for you already, including a number of recipes that help you connect Octane AI with platforms like Omnisend and Mailchimp.
Once you find the recipe you'd like to try, simply add the workflow to your dashboard!
Just keep in mind that an account with the platform you're connecting with will also be required to use a recipe.
Here's an example of some of the recipes available for Octane AI in Alloy.
When a customer is created on Octane AI, create a 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 in Octane, send custom properties to Mailchimp
When customers are created in Octane, create customers in Omnisend
Send a message in Slack when a user unsubscribes in Octane AI
You can use Alloy to create your own custom workflows from scratch using trigger events, variables and workflow logic to make powerful automations.
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.