Product · Automations

Run the work after checkout without duct-taping your stack.

Trigger sequences, integrations, alerts, and fulfilment from the same purchase record that powered the checkout, deadline, coupon, and order.

Automation Purchase automations Sequences with multiple similar triggers and any set of actions Integrations Affiliate integration Notifications API

What Automations does

Turn the buying moment into the next operational step.

Automations starts from the event Plandalf already understands: what was bought, what was accepted, which coupon or deadline applied, and what needs to happen next.

Sequence builder

Start the right workflow from the purchase event.

Tool handoff

Send buyer context to the stack that fulfils the order.

Sequence engine

Branch follow-up from the actual order, not a vague form submit.

Start with checkout completed, bump accepted, upsell skipped, coupon used, deadline expired, or another offer state. Then send the right data to the right destination.

Every post-purchase step starts from the same event record.

Triggers, integrations, notifications, webhooks, and API calls all read the purchase context instead of rebuilding it in another tool.

Purchase-triggered workflows

Start follow-up from checkout events that already include product, customer, coupon, deadline, bump, upsell, and payment context.

Stack handoff

Keep Plandalf as the source of purchase truth, then send the clean event to the system that runs the next step.

Integrations

Send purchase activity to the tools that run fulfillment.

Plandalf keeps checkout, deadline, coupon, and buyer context together, then hands it to email, CRM, tax, LMS, webhooks, and custom API workflows.

Plus a fully documented REST API and webhook layer for whatever's not in the list.

Pricing

Included with the commerce system you already use to sell.

  • Start free — build a checkout and wire the first follow-up without a sales call.
  • Use your existing processor and operational tools; Plandalf carries the purchase context between them.
  • Upgrade when volume, teams, or advanced workflows justify the plan.

Implementation paths

Build Automations into the rest of the commerce stack.

Use these paths when a builder needs to connect Automations to the right features, docs, integrations, stack guides, and comparison pages without guessing where the next implementation detail lives.

The Numi offer editor automation tab showing sequence controls beside the checkout canvas.

Start from the purchase event

The useful automation trigger is the completed checkout with buyer, product, price, coupon, invoice, and offer context attached.

The Numi automation integrations screen showing integration management controls.

Route context into the operating stack

Send purchase activity to email, CRM, tax, fulfilment, support, analytics, and custom API workflows without rebuilding checkout state in every tool.

The Numi offer editor with product, layout, automation, invoice, and settings controls.

Keep the source checkout inspectable

Automation works better when the source offer still exposes checkout layout, products, prices, coupons, invoices, and buyer context in one place.

The Numi invoices records screen showing invoice entries and payment status.

Keep invoice records tied to workflow state

Invoice records, payment state, line items, tax context, and buyer identity should stay connected when fulfillment, support, or analytics systems are updated.

The Numi sequences screen showing workflow configuration.

Wire the work after checkout into the tools that run the business.

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Feature detail