Automations feature
Sell it once,
automate the rest
When someone pays, abandons, refunds or takes an upsell, a sequence runs: access, emails, tags and alerts, with the order attached.
No credit card required. No coding required.
How it works
One trigger, then the steps in order
A sequence starts on a checkout event and runs its steps, waiting between them where you ask.
- Trigger
Something happens
A checkout completes, a cart is left, an invoice is refunded.
- Steps
The steps run in order
Email, access, tags, Slack, with delays in between.
- Runs
Every run is on record
See what ran for whom, and re-run one if you need to.
Set it up
From a template or from scratch
Sequences live in Automation. Templates cover the common ones.
- 1
Connect your apps
In Automation, open My apps and connect Kajabi, Teachable, Circle, Kit, Slack or whatever you use.
- 2
Start a sequence
Pick a template, or Create New Sequence and give it a name.
- 3
Choose the trigger
For example Plandalf, then Checkout Completed, then the checkout it should watch.
- 4
Add the steps and turn it on
Add steps, map fields from the order, add delays, then switch the sequence to Active.
- Browse the sequence library →
Triggers and steps
The events and actions that exist today
Named from the product. If it is listed here, you can use it now.
Checkout events
Checkout Completed, Cart Abandoned and Cart Recovery for failed payments.
Invoice and upsell events
Invoice Finalized, Paid, Refunded and Voided; Upsell Created and Accepted.
Access in your course tool
Grant or revoke in Kajabi, enrol in Teachable or Thinkific, add to a Circle space.
Your email list
Tag, add to a form or sequence, or update fields in Kit and MailerLite.
Emails and alerts
Send an email or the order receipt, and post to Slack.
Delays and test runs
Wait minutes or days between steps. Test purchases only run when you turn that on.
Triggers and actions
Start with the sale. Build whatever comes after.
Any checkout event can start an automation with the whole order in hand. Stack the steps, wait between them, send the order to your tools.
Plus MailerLite, Circle, Kit, Drip and thirty more. See every integration
Checkout completedOrder #4821 · Maya Chen · $249.00FiredSend order receiptPlandalfDoneEmails Maya her receipt the moment she pays, from your domain.
Integrations
Keep your site. Upgrade how it sells.
Plus a fully documented REST API and webhook layer for whatever’s not in the list.
Questions
Common questions about purchase automations
The short answers. The docs have the long ones.
What can happen after a purchase?
Send emails or the receipt, grant or revoke access in Kajabi, Teachable, Thinkific or Circle, tag in Kit or MailerLite, post to Slack, or call any URL.
What can start a sequence?
Checkout completed, cart abandoned, payment failed, invoice finalized, paid, refunded or voided, upsell created or accepted, or an inbound webhook.
Can I limit a sequence to one checkout?
Yes. Plandalf triggers filter by checkout, and you can link a sequence from the checkout’s Automation tab.
Will my test purchases fire automations?
Only if you turn on Run on test purchases for that sequence.
The team
Built by a team obsessed with conversion.
15+ years testing every pricing model under the sun. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves.
No credit card required. Nothing to migrate.