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Automation Flows

[API Docs] [SDK]

Automation configurations in epilot are called Automation Flows.

Each Automation Flow consists of:

  • Triggers -- when the automation executes
  • Actions -- what happens when it executes

Automation Triggers​

The following trigger types are supported:

  • Journey Submission -- fires when a Journey receives a new Submission
  • Frontend Submission -- fires when a Frontend receives a new Submission
  • API Submission -- fires when a submission arrives via the Submission API with a matching source_id
  • Manual -- triggered by a user from the Entity view
  • Entity Operation -- fires on create, update, or delete events for a specific Entity Schema (e.g. Contacts)
  • Received Email -- fires when an inbound email is received
  • Activity -- fires on activity events

Automation Actions​

flowchart LR Trigger["Trigger\n(Journey, Entity, Email, Manual)"] --> A1["Map Entity"] A1 --> A2["Send Email"] A2 --> A3["Start Workflow"] A3 --> A4["Trigger Webhook"]

Supported action types:

  • Create/Edit Entity (map-entity) -- maps data from the triggering entity to create or update other business entities. See Entity Mapping.
  • Trigger Webhook (trigger-webhook) -- sends a webhook to an external system with the trigger event and all related entities as payload.
  • Start Workflow (trigger-workflow) -- starts a Workflow on the triggering entity with all related entities as context.
  • Send Email (send-email) -- sends an email using an Email Template with variables from the triggering entity and its relations.
  • Create Document (create-document) -- generates a document attachment using a document template.
  • Create Order (cart-checkout) -- creates an Order entity with product line items from submission data.