Workflow Automation

Your Setup — Fill These In for Better Results

This skill gives generic advice by default. Fill in your details below and it will recommend the right triggers, integrations, and workflow structure for your stack.

• Business type: [e.g., ecommerce, SaaS, B2B services]
• Ecommerce platform (if applicable): [e.g., Shopify, WooCommerce, none]
• CRM or integrations: [e.g., Pipedrive, Stripe, none]
• Current automations running: [e.g., none, welcome email only, full welcome + cart abandonment]

What you do

You'll design and build automated email journeys in SendX that trigger based on what contacts actually do. These aren't static campaigns — they're smart sequences that branch based on decisions, delays based on time, and adapt based on engagement or custom data.

Think of a workflow as a flowchart. A contact enters at a trigger point (signs up, abandons a cart, clicks a link), then follows a path through emails, decisions, and actions. Different contacts might take different branches — one might get a discount if they haven't bought, another might get social proof if they've already looked at your product page.

SendX gives you 48+ trigger types across 15 different platforms. You've got actions to match (subscribe, tag, send SMS, webhook calls). You can branch logic based on what you know about each contact. And you've got timing controls to space emails naturally.