Workflow builder

Automate the follow-ups your team keeps forgetting.

Start from a ready-made template, such as cart recovery or COD confirmation, or build your own from menus. Workflows run on events from your store, your chats and your forms.

  • Ready-made templates
  • Menus, not code
  • Drafts until you switch them on
How it works

How a workflow comes together.

“You are not writing code, you are choosing from menus.”

Step 1 of 4

Pick a template or start fresh.

Templates cover cart recovery, order updates, review requests, win-back and team alerts.

TemplatesReady-made
Cart recoveryShopify
COD confirmationShopify
Review requestAfter delivery
Win-backQuiet customers
Template loaded
Steps ready to edit

What you can automate.

Recovery, lifecycle messages and internal alerts. Select a capability to view an illustrative demonstration.

Recover carts and checkouts

Follow up on the website widget, by email or on WhatsApp when shoppers leave without paying.

Next step connected
Ready-made workflows

Start with the follow-up you need.

Explore 36 ecommerce templates for Shopify and WhatsApp. Choose a starting point, review its steps and adapt it in your workspace.

36 templates

ShopifyCart recovery

Cart Abandonment (Widget + Email)

Wait after cart activity, then check whether the cart was completed before following up.

ShopifyCart recovery

Checkout Abandonment (Email)

Wait after a checkout is created and check its status before sending a reminder.

ShopifyOrders & delivery

Order Confirmation

Send an order confirmation email as soon as a new order is created.

ShopifyTeam alerts

High Value Order Alert

Check whether an order exceeds a value threshold and email an internal alert to your team.

ShopifyWelcome & retention

New Customer Welcome Series

Start with a welcome email one hour after signup, followed by another email two days later.

ShopifyWelcome & retention

First-Time Buyer Welcome

Welcome a buyer after their order, then follow up three days later with product tips.

ShopifyReviews

Shipping + Review Request

Confirm shipping after fulfilment, then request a review five days later and send a reminder.

ShopifyWelcome & retention

Cancellation Win-Back

Follow up after a cancelled order, then share a win-back offer with a discount code one day later.

ShopifyTeam alerts

Refund Alert (Internal)

Notify your team when a refund is processed.

Open your workspace and choose the template by name in Workflow Builder. Review its settings before switching it on. WhatsApp workflows use approved message templates.

Hands packing an order ready for an automated follow-up
This monthAutomated
14 checkouts recoveredCart recovery
COD orders confirmedCOD confirmation
Review requests sentAfter delivery
Follow-ups

Cart reminders, COD checks and review requests go out on time, without anyone on your team remembering to send them.

  • Ready-made templates for Shopify stores
  • WhatsApp, website messages and email
  • Run history for every workflow

Good to know

  • Most ready-made templates are built for Shopify stores.
  • WhatsApp messages sent by a workflow use templates approved by Meta.
FAQ

Do I need a developer?

No. Templates are the easiest start, and every step is chosen from menus. Webhooks and HTTP requests are there if your team wants them.

Does a workflow run as soon as I save it?

No. Workflows save as drafts and only run once you switch them on.

Can I see what a workflow did?

Yes. Run history shows each run, its progress and any errors.

See the workflow builder with your own business in mind.

Book a demo and we will walk through it using your own information and channels.