Workflows¶
Workflows let you automate repetitive tasks by connecting triggers (when something happens) to actions (what should happen next). Build simple one-step automations or complex multi-stage flows with conditional branching and smart values.
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Getting started
Learn workflow basics — triggers, actions, occurrence types, and how to build your first workflow.
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Triggers reference
Every trigger explained — events, orders, forms, contacts, and scheduled dates.
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Actions reference
Every action explained — email, contact properties, conditional branching, and webhooks.
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Smart values
Personalize actions with dynamic data from triggers, contact properties, and prior action outputs.
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Identity Links
Verify who submitted a form or placed an order with signed, single-purpose URLs — essential for renewals and cancellations.
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Example: Membership system
Step-by-step guide to building a full membership flow — codes, expiry management, and renewal reminders.