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.

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.

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.

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.

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.

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.

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 offer editor with product, theme, automation, invoice, and checkout controls.
A workflow starts with the Offer record: products, prices, checkout mode, invoices, and automation stay together.
The Plandalf editor top bar showing preview and share controls for a buying surface.
Buying moments can launch from a hosted checkout, buy button, Webflow section, pricing page, or app upgrade path.
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.
The Plandalf developer API documentation with sidebar navigation and SDK method reference.
API docs, SDK checkout, and webhooks are the implementation handoff once the workflow pattern is clear.

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.

Integration Webflow website Integration Stripe The complete payments platform for the internet. Product Offers The offer, checkout, product, price, invoice, and purchase event layer. Product Timers Deadline campaigns and promo state for launch windows and expiring offers. Product Automations Purchase-triggered workflows for fulfilment, CRM, email, and webhooks. Hub Integrations Connect platforms, payment processors, email tools, CRMs, tax, and SDK surfaces. Sequence Checkout completed fulfilment The first workflow many sellers need after a buyer pays. Stack Developer Webhook Stack Move from recipe to API keys, SDK checkout, webhooks, and fulfilment services. Comparison Plandalf vs Stripe Checkout Use this when deciding whether processor-only checkout is enough. Docs Webhook docs Route checkout, payment, subscription, and lifecycle events to custom systems. Stack Substack Shop Sell a template, report, workshop, membership, or paid download from a Substack post while Plandalf owns the offer, checkout, invoice, and purchase event. Stack The Affiliate Tax Launch Connect affiliate sales, payment options, live tax calculation, and post-purchase reconciliation. Stack The API-First Product Split transactional email from lifecycle email so each tool does what it's good at. Stack The Checkout Optimization Lab Test checkout layouts, sessions, mobile flow, and recovery without turning the sales page into a custom app. Stack The Coach Take deposits and recurring retainers without re-platforming your existing site. Stack The Coupon Deadline Funnel Run a deadline offer with coupon rules and follow-up paths that stay attached to the checkout.

Feature detail