Automation & Workflows

Visual workflow automation across your entire platform

Event-driven automations triggered by user registrations, contact creation, agreement signatures, and more. Build, execute, and optimize workflows without writing code.

7 automation triggers No-code builder Full execution logs

Built for orchestration

Everything connects, nothing is hand-wired

Visual Automations

Event-driven automations triggered by user registration, contact creation, agreement signatures, and more. 7 action types including send email, add tag, create task, send notification, and team message. Conditional branching with if/then paths and full enrollment tracking with pause and resume.

Trigger: contact.created
Send Email
Add Tag: new-contact
Create Task

Workflow Engine

Event-triggered workflow engine with conditional branching. Step-by-step execution with delays. State machine tracking for automation logs and enrollment history. Async message queue dispatch for reliable processing, plus a job state machine with progress tracking.

Triggered: 1,247 times
Completed: 1,189 (95.3%)
Failed: 58 (4.7%)
Last executed: 2 hours ago

Data Sync

Seven sync providers spanning membership clubs, marketing automation, CMS, CRM, book catalogs, accounting, and custom databases. A job state machine with progress tracking, batch processing with resumable offsets, and transform mappings per entity type.

Membership → ContactsSynced
12,547 records • Next sync: 6h

Integrations Hub

79 active integration types across 11 categories: API, database, webhook, OAuth, payment, email, analytics, storage, communication, security, and custom. Connect payment, email, storage, communication, and AI services with role-based access control per integration.

Payments
Email
Storage
APIs

Capabilities

Designed for reliability at scale

No-code visual automation builder — drag, drop, and connect actions.

7 automation triggers spanning user, contact, agreement, and form events.

Conditional logic and branching for smart, adaptive workflows.

25 pre-built templates for welcome sequences, lead nurture, and sales follow-up.

Full audit trail and execution logs for every automation run.

State machine tracking for enrollments with pause and resume controls.

Async execution via message queue for reliability and scale.

Automate the work, keep the control

See how event-driven workflows connect every corner of your platform — no code required.