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Available triggers, actions, and conditions

Explore all available workflow triggers, conditions, and actions in XFlow

Before you begin

Triggers

Triggers define when a workflow starts. Every workflow must have exactly one trigger to begin running.

📦 Product restock

Starts the workflow when a product is back in stock.

You can use this trigger to:

  • Notify customers when an item is back in stock

  • Send follow-up reminders or offers after restock

Example: Product restock → Send email → Wait 24 hours → Send reminder email

👋 New customer sign up

Starts the workflow when a new customer signs up Notify me button.

You can use this trigger to:

  • Send welcome or confirmation emails

  • Deliver signup incentives or discount codes

  • Start onboarding or nurture workflows

Example: New customer sign up → Create discount code → Send welcome email

Learn more:

Understanding workflow triggers

Conditions

Conditions control how a workflow flows after it starts. They evaluate customer data or events and determine which workflow path to take, enabling you to build logic such as branching, filtering, and targeted messaging.

📩 An event occurred - Email opened

Checks whether the customer has opened a specific email.

You can use this condition to:

  • Measure email engagement

  • Trigger follow-up actions based on opens

  • Segment engaged vs. unengaged customers

Example: Win-back campaign for inactive subscribers

🖱️ An event occurred - Email clicked

Checks whether the customer has clicked a link in a specific email.

You can use this condition to:

  • Identify highly engaged customers

  • Trigger follow-up actions after link clicks

  • Segment customers based on interaction

Example: Tag engaged customers after email click

🚫 An event occurred - Customer unsubscribed

Checks whether the customer has unsubscribed from marketing communications.

You can use this condition to:

  • Stop promotional workflows

  • Trigger internal alerts or cleanup actions

  • Update customer engagement or consent status

Example: New customer sign up → Send marketing email → If customer unsubscribed → Update subscription status

🛍️ An event occurred - Customer purchased

Checks whether the customer has completed a purchase.

You can use this condition to:

  • Trigger post-purchase workflows

  • Stop or adjust promotional flows after conversion

  • Segment customers based on purchase activity

Example: Urgency back in stock notification

💳 Customer criterias - Order count

Evaluates the customer based on the number of orders they have placed.

You can use this condition to:

  • Identify new vs. returning customers

  • Target loyal or frequent buyers

  • Customize workflows based on purchase history

Example: Loyalty program enrollment

💰 Customer criterias - Total spent

Evaluates the customer based on the total amount they have spent.

You can use this condition to:

  • Identify high-value customers

  • Create VIP or loyalty segments

  • Trigger rewards or exclusive offers

Example: Back in stock with tiered response

🗓️ Customer criterias - Signed up date

Filters customers based on the date they signed up.

You can use this condition to:

  • Target new customers who signed up recently

  • Exclude older customers from specific workflows

  • Send onboarding, welcome, or re-engagement messages based on signup timing

Example: Product restock → Check customer signed up date (within last 30 days) → Add customer tag (New signup) → Send email

⏰ Customer criterias - Last order date

Filters customers based on the date of their most recent order.

You can use this condition to:

  • Target active customers who ordered recently

  • Re-engage customers who haven’t ordered in a while

  • Exclude recent buyers from promotions or reminders

Example: Product restock → Check last order date (more than 60 days ago) → Send email → Wait 24 hours → Send reminder email

🏷️ Customer criterias - Customer tags

Filters customers based on the tags assigned to their profile.

You can use this condition to:

  • Target specific customer segments (e.g. VIP, Wholesale, Loyalty)

  • Include or exclude customers from workflows based on behavior or status

  • Personalize messages and offers using tag-based segmentation

Example: Product restock → Check customer tags (includes “VIP”) → Create discount code → Send email with special offer

📣 Customer criterias - Accepts marketing

Filters customers based on whether they have agreed to receive marketing communications.

You can use this condition to:

  • Send campaigns only to customers who opted in

  • Ensure compliance with email and SMS marketing regulations

  • Exclude customers who have not accepted marketing from promotional workflows

Example: Product restock → Send welcome email → Check accepts marketing (is true) → Send promotional email

Learn more:

Understanding workflow conditions

Actions

Actions define what the workflow does. A workflow can run one or multiple actions in sequence.

💌 Send email

Sends an email to the customer when this action is reached in the workflow.

You can use this action to:

  • Send welcome or onboarding emails

  • Notify customers about product restock or promotions

  • Send follow-up or reminder emails based on customer behavior

Example: Product restock → Send email → Wait 24 hours → Send follow-up email

🔔 Send push notification

Sends a push notification to the customer to notify the customer in real time.

You can use this action to:

  • Notify customers about product restocks or order updates

  • Send time-sensitive alerts or promotions

  • Re-engage customers with reminders or announcements

Example: Product restock → Send push notification → Wait 1 hour → Send follow-up notification.

Sending desktop push notifications requires that the browser permission settings are configured to allow notifications from a specific website.

How to allow notifications in browser settings (User action)

📩 Send internal email

Sends an internal email notification to your team.

You can use this action to:

  • Notify internal teams about important customer events

  • Alert staff when a workflow condition is met

  • Trigger internal follow-ups or manual actions

Example: Internal notification for high-value new subscribers

⏳ Wait

Pauses the workflow for a specified amount of time before continuing to the next step.

You can use this action to:

  • Delay follow-up messages

  • Space out notifications or emails

  • Wait for customer actions before proceeding

Example:

🎁 Create discount code

Creates a unique discount code for the customer.

You can use this action to:

  • Reward loyal or high-value customers

  • Incentivize purchases with personalized discounts

  • Support promotions and win-back campaigns

Example:

🚀 Update subscription status

Updates the customer’s subscription status.

You can use this action to:

  • Mark a customer as subscribed or unsubscribed

  • Reflect consent changes from customer actions

  • Keep subscription status up to date across workflows

Example: Double opt-in confirmation workflow

🏷️ Add customer tags

Adds one or more tags to the customer.

You can use this action to:

  • Label customers based on behavior or attributes

  • Segment customers for future workflows

  • Track engagement or campaign participation

Example:

Learn more:

Understanding workflow actions

Related articles

Create a workflowGet started with workflow templates libraryAssign a workflow to your campaign

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