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Creating Your First Workflow

A detailed walkthrough of building a complete automation workflow.

What We’re Building

In this tutorial, we’ll create a workflow that:

  1. Triggers when a WooCommerce order is completed
  2. Adds the customer to a Mailchimp list
  3. Sends a personalized thank-you email

This demonstrates multi-step workflows with external integrations.

Prerequisites

  • Sequensy installed and activated
  • WooCommerce installed (for this example)
  • Mailchimp account connected (optional, for the integration step)

Step 1: Create the Workflow

  1. Go to Sequensy in your WordPress admin
  2. Click Create Workflow
  3. Name it “Order Thank You + Newsletter”
  4. Click Create

Step 2: Configure the Trigger

  1. Click on the Trigger node in the builder
  2. Select WooCommerce > Order Completed

This trigger provides access to all order data:

{{Trigger.order_id}}
{{Trigger.billing.email}}
{{Trigger.billing.first_name}}
{{Trigger.billing.last_name}}
{{Trigger.total}}
{{Trigger.items}}

Step 3: Add the Mailchimp Action

  1. Click the + button below the trigger
  2. Select Integrations > Mailchimp > Subscribe Contact
  3. Configure:
    • List: Select your newsletter list
    • Email: {{Trigger.billing.email}}
    • First Name: {{Trigger.billing.first_name}}
    • Last Name: {{Trigger.billing.last_name}}
    • Tags: customer, purchased

Note: If Mailchimp isn’t connected yet, go to Sequensy > Integrations to set it up first.

Step 4: Add the Email Action

  1. Click + below the Mailchimp node
  2. Select WordPress > Send Email
  3. Configure the email:

To:

{{Trigger.billing.email}}

Subject:

Thank you for your order, {{Trigger.billing.first_name}}!

Message:

Hi {{Trigger.billing.first_name}},

Thank you for your recent order (#{{Trigger.order_id}})!

Your order total was ${{Trigger.total}}.

We've also added you to our newsletter so you'll be the first to know about new products and special offers.

Thanks for shopping with us!

Step 5: Add Conditional Logic (Optional)

Want to send different emails based on order value? Add a condition:

  1. Click the condition icon on the email action

  2. Set up the condition:

    • Field: {{Trigger.total}}
    • Operator: greater than
    • Value: 100

  3. Only customers who spent over $100 will receive this email

Step 6: Save and Activate

  1. Click Save in the top right
  2. Review your workflow in the visual builder
  3. Toggle Active to enable the workflow

Understanding the Flow

Here’s what happens when an order is completed:

Order Completed (Trigger)
    ↓
Subscribe to Mailchimp (Action 1)
    ↓
Send Thank You Email (Action 2)
    ↓
Workflow Complete

Each step executes in sequence. If any step fails, it’s logged and the workflow continues (or stops, depending on your error handling settings).

Monitoring Your Workflow

After activation, monitor your workflow:

  1. Activity Log: See every execution with timestamps
  2. Error Details: Click any failed execution to see what went wrong
  3. Statistics: View success rates and execution counts

Common Patterns

Order Processing Workflow

Order Created → Update Order Status → Send Notification

User Onboarding Workflow

User Registered → Add to CRM → Send Welcome Series

Content Publishing Workflow

Post Published → Share to Social → Notify Subscribers

Next Steps