Workflows Module

Automate tasks — when something happens, automatically do something else.

What Can You Do?

🟢 Easy — Click Around

Create automations — Set up rules like "When a new member joins, send them a welcome email."

Triggers — Start a workflow when something happens: new member, payment received, event registration, etc.

Actions — What happens: send email, update record, add tag, notify admin, call webhook.

Conditions — Add if/then logic: "Only send this email if the member's type is 'premium'."

Delays — Wait before acting: "Send a follow-up email 3 days after registration."

Run history — See a log of every time a workflow ran and what happened.

Try it now:

1. Click Workflows in the sidebar
2. Browse 17 seeded workflows
3. Check the workflow templates (pre-built automations you can copy)
4. Look at run history to see workflows in action

🔵 Advanced — API / Code

API Endpoints (11)

Method	Endpoint	Description	Auth
GET	/workflows/	List workflows	Staff+
POST	/workflows/	Create workflow	Staff+
GET	/workflows/stats	Workflow statistics	Staff+
GET	/workflows/{id}	Get workflow	Staff+
PUT	/workflows/{id}	Update workflow	Staff+
DELETE	/workflows/{id}	Delete workflow	Admin
POST	/workflows/{id}/activate	Activate workflow	Staff+
POST	/workflows/{id}/deactivate	Deactivate workflow	Staff+
POST	/workflows/{id}/trigger	Manually trigger	Staff+
GET	/workflows/{id}/runs	Run history	Staff+
GET	/workflows/templates	Pre-built templates	Staff+

Workflow Data Model

{
  "id": "uuid",
  "name": "Welcome New Members",
  "description": "Send welcome email + add to VIP group",
  "is_active": true,
  "trigger_type": "member_registered",
  "steps": [
    {"type": "send_email", "template": "welcome", "delay_hours": 0},
    {"type": "add_tag", "tag": "new-member"},
    {"type": "wait", "hours": 3},
    {"type": "send_email", "template": "getting-started-guide"}
  ]
}

Trigger Types

Trigger	Fires When
member_registered	New member created
member_status_changed	Member status changes
payment_received	Invoice paid
invoice_overdue	Invoice past due date
event_registration	Member registers for event
event_attendance	Member checks in
form_submitted	Form/announcement submitted
manual	Triggered manually via API

Action Types

Action	What It Does
send_email	Send an email to the member
add_tag / remove_tag	Add or remove a member tag
add_to_group / remove_from_group	Move member in/out of group
update_status	Change member status
create_task	Create a follow-up task
send_webhook	Call an external URL
send_notification	Notify admin
wait	Delay before next step
condition	If/then branching

Example: Create a Workflow

curl -X POST https://ams.14.jugaar.ai/api/v1/workflows/ \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Welcome New Members",
    "description": "Onboarding automation",
    "trigger_type": "member_registered",
    "steps": [
      {"type": "send_email", "template": "welcome"},
      {"type": "add_tag", "tag": "new-member"},
      {"type": "wait", "hours": 3},
      {"type": "send_email", "template": "getting-started"}
    ]
  }'

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Related

• Testing: Workflows
• Members
• Communications