Automation

How to Create Custom Automation

Build custom workflows with the visual node editor — choose triggers, add conditions, and define actions step by step

How to Create Custom Automation

Build powerful custom workflows using the visual node-based editor. Connect triggers, conditions, and actions to automate complex processes.

Creating a Workflow

  1. Go to Automation → Custom
  2. Click Create Workflow
  3. Enter a name (e.g., "Enrollment Welcome Flow")
  4. You'll see the visual workflow editor

📸 Screenshot: Visual workflow editor with drag-and-drop nodes

Building a Workflow

Step 1 — Add a Trigger

Every workflow starts with a trigger (the "when" event):

TriggerFires When
Student EnrolledA student is added to a batch
Payment ReceivedA payment is recorded
Payment DueAn installment is due (configurable days before)
Exam SubmittedA student submits an exam
Result PublishedExam results are published
Date/TimeAt a scheduled time (daily, weekly, custom)
ManualManually triggered by admin

Step 2 — Add Conditions (Optional)

Filter which events trigger the action:

ConditionExample
Course EqualsOnly for "HSC Physics" course
Batch EqualsOnly for "Morning Batch"
Amount Greater ThanOnly for payments above ৳5,000
Student TagOnly for students tagged "VIP"

Step 3 — Add Actions

What should happen when triggered:

ActionDescription
Send SMSSend customized SMS to student/group
Send EmailSend email notification
WaitPause for a duration before next action
Add TagTag the student for tracking
Enroll in CourseAuto-enroll in another course
Notify AdminSend notification to admins
WebhookCall an external API

See Automation Nodes Details for full reference.

Example Workflow: Enrollment Welcome

[Trigger: Student Enrolled]
    ↓
[Action: Send Welcome SMS]
    "Welcome {{student.name}}! Access your course at {{course.url}}"
    ↓
[Wait: 1 hour]
    ↓
[Action: Send Welcome Email]
    Detailed email with course guide, teacher info, schedule
    ↓
[Action: Notify Admin]
    "New enrollment: {{student.name}} in {{course.name}}"

Message Templates

Use variables in your messages:

VariableValue
{{student.name}}Student's full name
{{student.mobile}}Student's phone number
{{course.name}}Course name
{{batch.name}}Batch name
{{payment.amount}}Payment amount
{{exam.name}}Exam name
{{organization.name}}Your organization name

Activating & Deactivating

  • Activate: Click the toggle to turn on the workflow
  • Deactivate: Toggle off (workflow stops but is preserved)
  • Test: Click Test Run to simulate the workflow with test data

Related Articles

customautomationworkflowcreatenode editorvisual builder

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