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This is a new feature available in early access. Reach out to us if you’d like to start using Workflows today.
Workflows is a powerful tool to 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, reduce tickets and manual work, and more. Workflows

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Getting started with workflows

Workflows come with a visual builder where you create desired logic by connecting nodes using the following logic structure: Trigger → (optional) Conditions → Actions
  • ⚡ Triggers are events that start a workflow.
  • 🔀 Conditions define how 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”
Triggers begin every workflow. Conditions and actions can be lined up freely to create complex, personalized automations.

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Next steps