The Workflow Builder is a visual drag-and-drop tool for automating community tasks. Build flows using Triggers (what starts the workflow), Conditions (optional filters), and Actions (what happens).
Trigger Categories
Member
| Trigger | Description |
|---|
user_signup | New member registers |
daily_login | Member logs in each day |
Membership
| Trigger | Description |
|---|
membership_purchased | Member buys a membership plan |
membership_renewed | Membership renewal processed |
membership_cancelled | Membership cancelled |
membership_tier_changed | Member moves to a different tier |
Course
| Trigger | Description |
|---|
course_enrolled | Member enrolls in a course |
course_complete | Member finishes all lessons |
lesson_complete | Single lesson completed |
quiz_passed | Quiz score meets passing threshold |
quiz_failed | Quiz score below threshold |
certificate_earned | Course certificate issued |
Event
| Trigger | Description |
|---|
event_registered | Member registers for an event |
event_checkin | Member checks in at event |
| Trigger | Description |
|---|
post_created | Member creates a post |
post_comment | Member comments on a post |
post_reaction | Member reacts to a post |
Other
| Trigger | Description |
|---|
goal_completed | Gamification goal reached |
form_submitted | Form submission received |
form_approved | Submitted form approved |
form_rejected | Submitted form rejected |
job_applied | Member applies to a job posting |
Action Types
Points
| Action | Description |
|---|
award_points | Add points to member wallet |
deduct_points | Remove points from member wallet |
Rewards
| Action | Description |
|---|
assign_reward | Directly assign a reward to member |
Communication
| Action | Description |
|---|
send_email | Send templated email |
send_notification | Send in-app notification |
Members
| Action | Description |
|---|
enroll_in_course | Auto-enroll member in a course |
set_user_attribute | Update a custom member attribute |
update_membership_tier | Move member to a different tier |
External
| Action | Description |
|---|
webhook | POST data to external URL |
google_sheets | Append row to Google Sheets |
Marketing
| Action | Description |
|---|
convertkit | Add/tag subscriber in ConvertKit |
mailchimp | Add/tag subscriber in Mailchimp |
hubspot | Create/update HubSpot contact |
Messaging
| Action | Description |
|---|
slack | Post message to Slack channel |
telegram | Send Telegram message |
whatsapp | Send WhatsApp message |
zalo | Send Zalo message |
viber | Send Viber message |
Scope Filtering
Most triggers support scope filtering — run the workflow for all members or only when the trigger matches a specific resource (e.g., only when a member completes a specific course, not any course).
Conditional Branching
Add Condition nodes to split flows into true and false paths. Examples:
- If membership tier = Premium → award 2× points, else award 1× points
- If quiz score ≥ 90 → send congratulations email, else send retry encouragement
Execution Tracking
Each workflow run is logged with a status:
| Status | Meaning |
|---|
pending | Queued, not yet started |
running | Currently executing |
completed | Finished successfully |
failed | Encountered an error |
Monthly Quota
| Plan | Workflow Executions |
|---|
| Builder | Not available |
| Pro | 500 / month |
| Enterprise | Unlimited |
Quota resets on the 1st of each month. Failed executions do not count against quota.