Workflows
Open /automation-builder, drag triggers and actions on the canvas and publish when ready. The engine reacts to signups, payments, completed videos, forms, Instagram DMs and more — with emails, waits, tags and If/Else logic on the same contact record.
Try WandariFrom form submit to active student, without checking Stripe every morning
Paula sells bootcamps and mentoring. Someone fills the webinar form: the Form Submit trigger enrolls them in “post-signup”, they get instant confirmation, a 24 h Wait and a live reminder. When they finish the VSL, Video Tracking fires a discount offer. On payment, Payment Completed opens the course, Document Signed sends the contract and another step moves the deal to “won” in /crm — all traceable in Enrollment History, no Zapier or CSV exports.
How you build a flow in the builder
Create the workflow in /automation-builder
Name it (“post-webinar”, “Pro onboarding”) and start with the Trigger node on the canvas.
Pick one or more triggers
Contact Created, Payment Completed, Form Submit, Booking Created… each with optional filters on tags, source or contact fields.
Chain actions and logic
Send Email, Wait, If/Else, Add Tag, Send SMS, HTTP Request or Add To Workflow — connect nodes like in the real builder.
Publish and let it run
Publish activates the flow; the engine enrolls contacts when the trigger fires and advances steps based on waits and conditions.
Review enrollments and logs
In the same builder you see who entered, which trigger and which step ran — to tune sequences that are not converting.
What you can do
18 triggers and 30+ actions in /automation-builder — the same catalog as ActiveCampaign or Zapier, wired to your CRM, courses and payments.
Design on the /automation-builder canvas
Triggers, actions and connections in a visual UI — same as the real builder: draft, publish, enrollment history and per-contact execution logs.
Fire on 18 distinct events
Contact created, payment completed, video watched, form submitted, booking confirmed, document signed, quiz passed or Instagram DM — each trigger enrolls the contact automatically.
Narrow down with field filters
Only leads with tag “premium”, source “landing-webinar” or country US — the same filters you set when saving the trigger in the builder.
Chain communication and CRM
Email, SMS, Telegram, Slack, Instagram reply, webhook, add tag, update field, assign owner or move pipeline — all inside the workflow.
Branch with If/Else and Wait
Wait 24 hours, split on conditions, jump to another step or chain another workflow — native delays and branches like ActiveCampaign or HubSpot.
Advanced actions and AI
HTTP request, custom code, MCP tools, AI chat, generate document from template, send contract or create student account — for onboarding without manual work.
Trigger catalog
The same 18 triggers you pick in /automation-builder, grouped by category
| Trigger |
Category
|
When it fires
|
|---|---|---|
| Contact Created | Contact | A new contact is created in CRM |
| Contact Changed | Contact | A contact field is updated (tags, status, source…) |
| Birthday reminder | Contact | It is the contact's birthday |
| Task Reminder | Contact | X days before an appointment or task in /agendas |
| Form Submit | Engagement | Submits a specific form on your site or landing |
| User Register | Engagement | Registers as a user on the platform |
| Page Visit | Engagement | Visits a page you define |
| Video Tracking | Engagement | Completes a video (VSL, lesson, replay) |
| Email Opened | Engagement | Opens an email from a campaign or sequence |
| Tag Added | Engagement | A tag is added to the contact |
| Instagram Message Received | Engagement | A DM arrives on your connected Instagram account |
| Booking Created | Engagement | A booking is created in /agendas |
| Reservation Completed | Engagement | A reservation payment is confirmed |
| Payment Completed | Engagement | A Stripe payment completes successfully |
| Document Signed | Engagement | A document is fully signed by all parties |
| Quiz Passed | Engagement | A student passes a course quiz |
| Community Post Created | Engagement | Posts in community (max once per day per user) |
| Feed Message Sent | Engagement | Sends a feed or chat message (max once per day per user) |
The same engine you see in the builder
Triggers, actions, filters and traceability in one place
Visual builder with draft and publish
Create workflows in /automation-builder, save drafts, test with Test Workflow and publish when the flow is validated — no hand-editing YAML.
Multiple triggers per workflow
One flow can start on webinar signup or direct purchase — each trigger with its own name, filters and enrollment reason in history.
Contact and event variables
Use {{contact.name}}, {{contact.email}} or event data in emails and messages — the same syntax as builder actions.
Enrollment History and Execution Logs
See who entered, which trigger fired, current step and executed actions — ideal for debugging sequences that do not convert.
Connected to CRM and other modules
Every enrollment uses the contact record in /crm — payments, bookings, documents and community feed the same triggers you configure on the canvas.
Background engine
After publish, cron evaluates workflows every 5 minutes, respects waits and avoids duplicating actions already run for the same contact.
Native automation
No contact exports or paying for Zapier + Mailchimp + CRM — one canvas for the full journey.
Per-contact traceability
Enrollment History and Execution Logs show which trigger converted and where each lead got stuck.
Segmentation at the trigger
Field filters before enrollment — each sequence reaches only people who match the rules.
See it in Wandari
Frequently asked questions about workflows
Last updated: June 2026
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