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Workflows lets you automate subscription experiences and customer journeys. Create automated flows that respond to customer actions and subscription events. Use them to reduce churn, recover failed payments, upsell products, reward loyal customers, and more. Workflows

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Getting started with workflows

Workflows are built using a simple logic structure: Trigger → (optional) Conditions → Actions
  • ⚡ Triggers are events that start a workflow.
  • 🔀 Conditions define when the workflow should continue.
  • ▶️ Actions define what the workflow does.

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How to build a workflow

To build a workflow, go to Admin Panel → Workflows.
  • Create a new workflow and add a starting trigger
  • Add an action or a condition
  • Branch the flow with more actions and conditions according to your needs
  • Finalize each path by adding an End node
Use the sidebar to customize each element. Interactions can be further customized visually by clicking “Preview in Editor”

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Next steps