In a workflow you choose an event, optionally add conditions and decide which actions are carried out. Below you can see all possibilities. You can read how to create a workflow in How do I create a workflow?.
Events
The event determines when the workflow starts.
Event | Starts as soon as… |
|---|---|
Payment paid | a payment has succeeded. |
Payment failed | a payment has failed. |
Order paid | an order has been paid. |
Customer created | a new customer has been created. |
Subscription (Advanced) activated | an Advanced subscription has been activated. |
Subscription (Advanced) paused | an Advanced subscription has been paused. |
Subscription (Advanced) cancelled | an Advanced subscription has been cancelled. |
Subscription (Advanced) completed | an Advanced subscription has been completed. |
Follow-up created | a follow-up has been created. |
Follow-up failed | a follow-up has failed. |
Conditions
With conditions you make sure a workflow only runs in specific situations. Which fields you can use depends on the event. If you add multiple conditions, all of them must be met. Without conditions the workflow runs for every event.
Event | Fields for conditions |
|---|---|
Payment paid, Payment failed | Amount, Payment method, Description (payment), Customer labels |
Order paid | Amount, Description (payment link), Products, Customer labels |
Customer created | Name (customer), Email, Country, Customer labels |
All subscription events | Description (subscription), Amount, Customer labels |
Follow-up created, Follow-up failed | Amount, Description (follow-up), Customer labels |
Operators
The operators you can choose depend on the field:
Field | Operators |
|---|---|
Amount | Equals, Not equals, Greater than, Less than |
Description, name and email | Equals, Not equals, Contains, Does not contain |
Payment method and country | Equals, Not equals |
Customer labels and products | Contains, Does not contain |
For “Customer labels” the workflow looks at the labels the customer has at that moment, even if an earlier workflow has just assigned or removed a label.
Actions
A workflow has at least one action. Multiple actions run from top to bottom.
Action | What happens? |
|---|---|
Assign label(s) to customer | The chosen labels are added to the customer. |
Remove label(s) from customer | The chosen labels are removed from the customer. |
Remove all labels from customer | All labels of the customer are removed. |
Send e-mail | The customer receives the chosen email template, in their own language if the template has a translation. In the template you can use {name}, {desc}, {amount} and {organization}. |
You create labels under Settings > Labels. You create an email template under Settings > Templates.
Looking for inspiration? Have a look at the workflow examples.