Is Automations a replacement for every workflow tool?

No. It is the commerce-aware trigger layer. Use it to start the right follow-up from purchase activity, then hand off to email, CRM, webhook, or API destinations when those tools should own the next step.

Can it react to more than successful payments?

Yes. Automations can be framed around purchase completion, accepted bumps, skipped upsells, coupons, deadline states, abandoned paths, and other offer lifecycle events as those events are available.

Does this require using Plandalf Offers?

Automations is strongest when the sale runs through Offers, because the offer record contains the product, price, coupon, deadline, and buyer context the workflow needs.

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.

Start building Explore sequences

AutomationPurchase automationsSequences with multiple similar triggers and any set of actionsIntegrationsAffiliate integrationNotificationsAPI

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.

AccessGrant the product after payment.Enroll a buyer, unlock a download, add a member, or call your own app.AlertsTell the team what changed.Route high-value orders, failed payments, coupon use, and upgrade moments.RecordsKeep the customer story intact.Move purchase, offer, coupon, deadline, and customer data into the next system.

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.

Purchase automationsTrigger access, emails, CRM updates, team alerts, webhooks, and fulfilment from the actual purchase record.Sequences with multiple similar triggers and any set of actionsBuild ordered flows with purchase-aware triggers and any set of downstream actions.NotificationsAlert the right team when high-value orders, upgrades, failed payments, or fulfilment steps need attention.

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.

Use cases

Where Automations starts paying for itself.

WorkflowGrant access after paymentTrigger delivery, membership access, course enrollment, or a fulfilment workflow from the purchase event.WorkflowAlert the right teamSend internal notifications when high-value orders, upgrades, or failed payments need attention.WorkflowSync customer contextMove purchase, coupon, offer, and deadline data into the tools that run the rest of the business.

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.

Start building Explore sequences

The path from page to purchase.

Build the offer once, connect the charge, shape the decision, then send the completed purchase into the work that follows.

01

Start from the purchase event

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

Explore this step

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

02

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.

Explore this step

The Numi automation integrations screen showing integration management controls.

03

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.

Explore this step

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

04

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.

Explore this step

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

05

Use stack guides to choose the handoff

The right automation depends on the stack: SaaS access, course enrolment, invoice records, affiliate attribution, deadline recovery, or webhook fanout.

Explore this step

The Numi sequences screen showing workflow configuration.

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

Take payment with

Start building Read the docs

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

Turn the buying moment into the next operational step.

Start the right workflow from the purchase event.

Send buyer context to the stack that fulfils the order.

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

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

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

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

Send purchase activity to the tools that run fulfillment.

Where Automations starts paying for itself.

Included with the commerce system you already use to sell.

The path from page to purchase.

Start from the purchase event

Route context into the operating stack

Keep the source checkout inspectable

Keep invoice records tied to workflow state

Use stack guides to choose the handoff

Checkout completed fulfilment

Purchase event fanout

Webhook docs

Integrations

Developer webhook stack

Invoice records stack

API-first stack

Payment integrations

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