Workflows

Recipes for real outcomes.

Use workflows when the job is bigger than a feature page: choose the offer, connect the integration, route the purchase event, and ship the handoff after checkout.

Open a recipe Explore integrations

The Plandalf offer editor with product, theme, automation, invoice, and checkout controls. — Workflows explain how the product surfaces fit together before a builder moves into docs or SDKs.

Builder paths

Start with the workflow shape.

A workflow page should help a builder choose the business path before opening API docs, SDK checkout, webhooks, integrations, stacks, sequences, or comparison pages.

The Plandalf editor top bar showing preview and share controls for a buying surface.

Sell from a website or sales page

Use this when Webflow, WordPress, a landing page, or a newsletter already owns demand and Plandalf should own checkout, products, prices, invoices, and follow-up.

Hosted checkout Buy button Offers Webflow Webflow workflow Stripe Checkout comparison

The Plandalf coupon expiration settings panel.

Run a deadline-backed promotion

Use this when the workflow needs a launch window, expiring coupon, email countdown, checkout price change, and follow-up state that all agree.

Timers Coupons Deadline campaigns Email countdown GIFs Coupon deadline funnel Deadline save offer sequence

The Plandalf offer editor automation tab showing purchase automation controls.

Fulfil the sale after checkout

Use this when a completed checkout should grant access, send a receipt, notify a team, create invoice records, and start lifecycle messages.

Automations Purchase automations Sequences Checkout fulfilment sequence Invoices Postmark

The Plandalf developer API documentation with sidebar navigation and SDK method reference.

Fan events into a custom stack

Use this when an app, backend, or agent-built workflow needs API keys, SDK checkout, webhooks, customer identity, metadata, and invoice context.

API reference SDK checkout Webhooks Customer identify Developer webhook stack Custom API

Recipe library

Pick the job, then follow the links into the stack.

Every workflow should connect to the product, platform, sequence, template, stack, docs, or comparison page that helps a builder continue.

beginner

Sell a Webflow product with Stripe Checkout

Wire a Plandalf hosted checkout into a Webflow site, accept Stripe payments, and fulfill on completion.A working Webflow → Plandalf → Stripe purchase flow with automated fulfillment.

Open workflow Offers Sales flow builder Hosted checkout pages Checkout templates Totally custom checkout layouts Custom styles and themes Custom fonts Mobile view Multi-page checkout flows Buy button Gates Order bumps Upsells Webflow Stripe Checkout completed → fulfillment Webflow + Stripe Checkout

Product surfaces

Real app surfaces behind the recipes.

The recipes link back to the Plandalf screens that make the workflow inspectable: offer setup, buying moments, integrations, and automation.

The Plandalf integrations settings page showing Stripe, PayPal, TaxJar, and Avalara connection options. — Integrations keep Stripe, PayPal, tax, and downstream tools inspectable before production traffic arrives.

The Plandalf offer editor automation tab showing sequence controls beside the checkout canvas. — Automations and sequences route the work after checkout: fulfilment, receipts, lifecycle messages, and webhooks.

The Plandalf checkout element palette showing content, interaction, and selling blocks. — Checkout templates turn workflow decisions into editable offer sections, product blocks, forms, and selling controls.

The Plandalf invoice records view showing customer invoice rows and payment status. — Invoice records keep the buyer, product, line item, payment state, and support context available after checkout.

Reference paths

Where recipes should send builders next.

Workflow pages should be practical entry points into Offers, Timers, Automations, integrations, docs, stacks, templates, and comparisons.

IntegrationWebflowwebsite IntegrationStripeThe complete payments platform for the internet.ProductOffersThe offer, checkout, product, price, invoice, and purchase event layer.ProductTimersDeadline campaigns and promo state for launch windows and expiring offers.ProductAutomationsPurchase-triggered workflows for fulfilment, CRM, email, and webhooks.HubIntegrationsConnect platforms, payment processors, email tools, CRMs, tax, and SDK surfaces.SequenceCheckout completed fulfilmentThe first workflow many sellers need after a buyer pays.StackDeveloper Webhook StackMove from recipe to API keys, SDK checkout, webhooks, and fulfilment services.ComparisonPlandalf vs Stripe CheckoutUse this when deciding whether processor-only checkout is enough.DocsWebhook docsRoute checkout, payment, subscription, and lifecycle events to custom systems.StackSubstack ShopSell a template, report, workshop, membership, or paid download from a Substack post while Plandalf owns the offer, checkout, invoice, and purchase event.StackThe Affiliate Tax LaunchConnect affiliate sales, payment options, live tax calculation, and post-purchase reconciliation.StackThe API-First ProductSplit transactional email from lifecycle email so each tool does what it's good at.StackThe Checkout Optimization LabTest checkout layouts, sessions, mobile flow, and recovery without turning the sales page into a custom app.StackThe CoachTake deposits and recurring retainers without re-platforming your existing site.StackThe Coupon Deadline FunnelRun a deadline offer with coupon rules and follow-up paths that stay attached to the checkout.