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Tous les articles

Getting Started

  • Introduction
  • Quick Start
  • Project Structure
  • License and Permitted Use

Configuration

  • Environment Variables
  • App Configuration

Authentication

  • Authentication
  • OAuth Providers
  • Two-Factor & Passwordless
  • Enterprise SSO (SAML)

Database

  • Database
  • Migrations

Teams

  • Teams & Organizations
  • Permissions & RBAC
  • SCIM Provisioning

Payments

  • Payments & Billing
  • Stripe Setup
  • LemonSqueezy Setup
  • Polar Setup
  • Payment Webhooks

Api

  • API Layer
  • tRPC
  • GraphQL

Ai

  • AI Features
  • Streaming Chat
  • RAG and Semantic Search
  • Quotas and Memory

Email

  • Email
  • Email Templates

Infrastructure

  • Infrastructure
  • Self-Hosting
  • File Storage
  • Docker
  • Background Jobs
  • Terraform & Pulumi
  • Kubernetes

Ui

  • UI & Theming

I18n

  • Internationalization

Content Management

  • Content Management

Admin

  • Admin Panel

Security

  • Security

Monitoring

  • Analytics & Monitoring

Modules

  • Module Architecture
  • Waitlist
  • Audit Log
  • White-Labeling
  • Workflow Automation
  • A/B Testing
  • Welcome Page
  • Referrals
  • GDPR Export and Deletion
  • Outgoing Webhooks

Plugins

  • Plugin System
  • AI Kit Plugin
  • CRM Plugin
  • Helpdesk Plugin
  • Email Marketing Plugin

Deployment

  • Deployment
  • Troubleshooting

Upgrading

  • Upgrading Codapult

Developer Tools

  • AI Agents & IDEs
  • MCP Server
  • Testing
Modules

Workflow Automation

Build trigger-based automations with email, webhook, Slack, delay, and property update steps.

Workflow automation lets users define "when this happens, do these steps" flows inside your SaaS. It is intentionally small and hackable: triggers, step JSON, execution logs, and server-side dispatch helpers.

Built-in triggers

The default trigger list lives in src/lib/workflows/index.ts and includes:

  • user.created
  • user.updated
  • subscription.created
  • subscription.canceled
  • subscription.paused
  • payment.success
  • payment.failed
  • team.member_added
  • team.member_removed
  • feature_request.created

Add your own product events to AVAILABLE_TRIGGERS.

Built-in actions

ActionPurpose
send_emailSend an email through the Email module
webhookPOST event data to a URL
slackSend a Slack webhook message
delayWait before continuing
set_propertyUpdate a user or organization property

API

RouteMethodPurpose
/api/workflowsGETList workflows
/api/workflows?query=optionsGETReturn available triggers and actions
/api/workflows?query=runs&id=...GETReturn workflow runs
/api/workflowsPOSTCreate, update, or delete a workflow

Dispatching events

Call dispatchWorkflowEvent when a product event occurs:

import { dispatchWorkflowEvent } from '@/lib/workflows';

await dispatchWorkflowEvent('subscription.created', {
  userId,
  plan: 'pro',
  subscriptionId,
});

Only active workflows with a matching trigger run. Each run is written to workflow_run with status, results, and errors.

Feature flag

ENABLE_WORKFLOWS="false"

Disabling the flag hides workflow routes and dashboard surfaces.

White-LabelingA/B Testing