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Workflow Automation
Workflow Automation
Build visual automations that respond to customer actions in real-time, creating personalized experiences without manual effort.
What's New
A drag-and-drop workflow builder that lets you automate your loyalty program based on customer behavior.
Triggers (30+ loyalty events)
- Customer earns points
- Challenge completed
- Tier unlocked or lost
- Reward redeemed
- Friend referred
- Membership subscribed or cancelled
- And many more...
Actions You Can Take
- Send emails with customizable templates
- Send push notifications to customers' digital wallets
- Make HTTP requests to connect external systems
- Execute Shopify mutations for e-commerce actions
- Add wait delays for timed sequences
- Run custom code for advanced use cases
Conditional Logic
Add conditions to personalize flows based on customer data: points balance, tier status, purchase history, or any customer attribute.
Real-World Examples
- Tier congratulations: Send email when customer unlocks new VIP tier
- High-value alert: Notify your CRM when customer earns over 1,000 points
- Welcome series: Multi-step onboarding with timed delays between messages
- Gift notifications: Push alert when customers receive automated gifts
- Adaptive onboarding: Create flows that change based on customer actions
Why This Matters
Stop manually tracking customer milestones and sending individual emails. Workflows handle repetitive tasks automatically, letting you focus on strategy while your program runs on autopilot.
All workflows include execution history and debugging tools to monitor performance and optimize over time.