Mixmax

Rules

This is an article about creating and activating Mixmax Rules.

Rules overview

Overview

This article discusses creating Rules for your entire workspace.

Workspace level Rules

Learn what the signing secret on a Webhook Rule action is, how to copy or rotate it, and how to verify that a webhook really came from Mixmax.

Verifying Mixmax Webhooks with a signing secret

Learn how to create round-robin actions in Mixmax using workspace-level Rules with activity triggers from Salesforce.

Creating a Rule with round-robin actions

This is an article about using Webhooks to send data to Mixmax.

Incoming Webhooks

This article describes how you can connect Zapier to send data to Mixmax using incoming Webhooks.

Connect Zapier to send information to Mixmax using Webhooks

This article will teach you how to automatically send your email activities to Zapier using outgoing Webhooks.

How to send activities to Zapier using Webhooks

This article explains how to set up Mixmax Rules with Salesforce Campaigns to automate workflows and add/update Campaign members.

Salesforce Campaigns in Mixmax Rules

Learn how to use the Mixmax Webhook Transform Language feature to customize incoming and outgoing Webhooks for greater efficiency.

Mixmax Webhook Transform Language (Advanced)

This article shows Webhook payload events sent in JSON format.

Mixmax Webhook event structure

Managing Rules

Here are some rule automation examples you can set up to save your team time and scale faster.

Rules use cases overview (with examples!)

This article explains how you can create a Mixmax Rule using your Salesforce User ID to determine the Opportunity Owner.

Creating a Rule with a Salesforce Opportunity Owner

Learn how to use Mixmax Rules automation to set up daily, weekly, monthly, or yearly recurring email notifications.

Set up recurring emails

This article shows how you can track the Mixmax sequence sent to a Contact or Lead when viewing them in Salesforce.

Tracking Mixmax sequences when viewing Contacts and Leads in Salesforce

This is a collection of real-life Rules use cases

Rules Library

This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.

Automatically remove people from Sequences when they book a meeting

Add someone to your Sequence when they vote in your Mixmax renewal poll

Add someone to your Sequence when your customer training session is complete

Update the renewal Opportunity status when someone receives all stages of your renewal outreach

Get a Slack notification when someone sends you an email 30 minutes before a meeting you have with them

This is a collection of Rules that are most useful for Customer Success teams

Customer Success Rules

This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Sales teams.

Update the Salesforce Lead or Contact when an email bounces

Update Salesforce's Email Opt-out status when someone unsubscribes from your Mixmax Sequence

Update the status of a Lead in Salesforce when they're placed in a Mixmax Sequence

This is a real-world use case for Mixmax Rules workflow automation that may be especially useful for your Sales team.

Send an email template to reschedule when someone cancels a meeting with you

Add someone to your Sequence when they complete all stages of a previous Sequence

Here's a great example of a workflow automation that would save your Sales team time.

Automatically update the Salesforce Contact/Lead status when a meeting is booked

This is a collection of Rules that are most useful for Sales teams

Sales Rules

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