Quickstart

Get up and running with Expedify CRM & Marketing Automation in 5 minutes.

Overview

Expedify is an enterprise CRM and marketing automation platform with AI-powered workflows. This guide will help you:

1. Create your account
2. Add your first contact
3. Build a simple workflow
4. Execute an automation

Prerequisites

• An Expedify account (Sign up here)
• Basic understanding of CRM concepts

Step 1: Create Your Account

1. Visit app.expedify.ai/signup
2. Enter your email and create a password
3. Verify your email address
4. Complete the onboarding wizard

Step 2: Add Your First Contact

Via the UI

1. Navigate to Customers → Contacts
2. Click + Add Contact
3. Fill in the required fields:
   • Name: Contact's full name
   • Email: Contact's email address
4. Click Save

Via API

curl -X POST https://api.expedify.ai/api/contacts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Jane Smith",
    "email": "jane@example.com"
  }'

Step 3: Build Your First Workflow

1. Navigate to Automation → Workflows
2. Click + New Workflow
3. Add a Click Trigger node
4. Add an LLM Node to generate a summary
5. Add a CRM Update node to save the result
6. Click Save

Step 4: Execute the Workflow

curl -X POST https://api.expedify.ai/api/triggers/execute \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "trigger_uuid": "YOUR_TRIGGER_UUID",
    "variables": {
      "contact_id": "CONTACT_ID"
    }
  }'

Next Steps

• Core Concepts - Understand Expedify's architecture
• Build Your First Workflow - Detailed workflow tutorial
• API Authentication - Set up API access

Need Help?

• Documentation: You're here!
• Support: support@expedify.ai
• Status: status.expedify.ai