Purchase automations

Trigger access, emails, CRM updates, team alerts, webhooks, and fulfilment from the actual purchase record.

Automations

shipped

1

Create or choose the offer that owns the product, price, theme, and checkout surface.

2

Add purchase automations to the checkout path where it helps the buyer decide.

3

Run a test or preview session before sending real traffic to the page.

Why it matters

Useful when Automations needs automation to be part of the actual selling flow.

In Plandalf

Trigger access, emails, CRM updates, team alerts, webhooks, and fulfilment from the actual purchase record.

Why not bolt it on

Generic form automation starts from a submit event and has to reconstruct what the buyer actually did.

How to use it

Step 1
Create or choose the offer that owns the product, price, theme, and checkout surface.
Step 2
Add purchase automations to the checkout path where it helps the buyer decide.
Step 3
Run a test or preview session before sending real traffic to the page.

Try it in context

Start from the product overview, use the docs for the exact setup, then test the full path before customers see it.