Automation

[API Docs] [SDK]

epilot provides a general-purpose automation framework for executing actions on Entities in response to events.

Common use cases:

• Sending automated emails on journey submissions
• Mapping submission data to business entities such as Contacts, Orders, or Opportunities
• Triggering webhooks on entity updates
• Generating documents from templates
• Starting workflows as part of a business process

flowchart LR Event[Trigger Event] --> Flow[Automation Flow] Flow --> A1[Action 1] A1 --> A2[Action 2] A2 --> A3[Action N]

Configure automations under Configuration > Advanced Configuration > Automation.