Workflow Patterns
Common automation patterns built with Komo Workflows. Each pattern shows the trigger, actions, and how to set it up in the Komo Portal.
Post-Event Follow-Up
After a user engages with a card at an event, send a follow-up email and add them to an "attended" list for future segmentation.
Gameplay.DataCaptured
Fires when a user submits a form within a card. Scope to specific event cards.
ContactEmailSend
Send a follow-up email with a post-event survey link and any prizes/content they unlocked.
ContactAddToList → "Event Attended"
Add the contact to a list for future segmentation and reporting.
ContactUpdate → Add tag "event-attended"
Tag the contact for cross-workflow filtering.
Sponsor Lead Routing
When a qualified lead engages with a sponsor's card, check which sponsor it belongs to and route the lead data to that sponsor's webhook.
Gameplay.DataCapturedQualified
Fires when a qualified submission occurs (user meets entry criteria).
Check card name contains "Sponsor A"
Branch based on which sponsor's card was played.
HttpRequest → POST to Sponsor A's webhook
Send contact data, form fields, and gameplay results to the sponsor's endpoint.
CompetitionEntryAddTags → "sponsor-a"
Tag the competition entry for per-sponsor reporting and export.
HttpRequest → POST to default/Sponsor B webhook
Route to the next sponsor check or a default handler.
Loyalty Points on Engagement
Award loyalty points when users complete a card, then check if they've crossed a tier threshold and upgrade their tier.
Gameplay.Ended
Fires when a user completes any card experience.
LoyaltyAwardPoints
Award loyalty points to the contact for completing the engagement.
Check if total points exceed tier threshold
Evaluate whether the user has earned enough points for a tier upgrade.
LoyaltyAddToTier + ContactEmailSend
Upgrade the contact's loyalty tier and send a congratulations email.
Receipt Validation Flow
When a receipt is successfully validated (purchase verification), issue a coupon and send a confirmation SMS.
Gameplay.ReceiptValidationSuccess
Fires when a user's uploaded receipt passes validation.
ContactCouponIssue
Issue a digital coupon or voucher to the validated contact.
AssignBonusCompetitionEntries
Grant bonus entries into the prize draw for the validated purchase.
ContactSmsSend
Send a confirmation SMS with coupon details and redemption instructions.
Available Triggers
Events that can start a workflow. Each can be scoped to a Workspace, Site, or individual Card.
Contact Triggers
Gameplay Triggers
Prize Triggers
Card Triggers
Loyalty Triggers
Available Actions
Steps that a workflow can execute:
API, Utility & Flow
- HttpRequest — Call any external REST API
- Decision — Branch based on conditions
- Split — Split into multiple parallel branches
Contact
- ContactFilter — Filter contacts by properties
- ContactUpdate — Update contact properties
- ContactAddToList — Add contact to a list
- ContactRemoveFromList — Remove from list
- ContactEmailSend — Send email
- ContactSmsSend — Send SMS
- ContactCouponIssue — Issue a coupon
- ContactVaultCardIssue — Issue a vault card
- AssignContactAchievement — Award achievement
Competition & Gameplay
- AssignBonusCompetitionEntries — Grant bonus entries
- CompetitionEntryAddTags — Tag entries
- CompetitionEntryRemoveTags — Remove entry tags
- GameplayFilter — Filter gameplay events
- AssignGameplayScore — Assign a score
Loyalty
- LoyaltyAwardPoints — Award loyalty points
- LoyaltyRedeemPoints — Redeem points
- LoyaltyAddToTier — Add to loyalty tier
- LoyaltyRemoveFromTier — Remove from tier
Salesforce
- SalesforceGetObject — Query records
- SalesforceCreateObject — Create records
- SalesforceUpdateObject — Update records
Mailchimp
- MailchimpUpsert — Add or update subscriber
- MailchimpUnsubscribe — Unsubscribe
- MailchimpDelete — Delete subscriber
- MailchimpAddTags — Add tags
- MailchimpRemoveTags — Remove tags
- MailchimpArchive — Archive subscriber
Braze
- BrazeTrackUser — Track user event
Other
- ContactThuziCheckIn — Thuzi check-in
Building Workflows
Workflows are built visually in the Komo Portal under Automation > Workflows — available at the Workspace, Site, or Card level. The drag-and-drop builder lets you:
- Select a trigger event and scope it to specific cards, a site, or the entire workspace
- Chain multiple actions in sequence
- Add conditional branches with Decision nodes
- Split into parallel execution paths
- Map data between steps using dynamic field references
- Test workflows before activating them
CRM & API Integration
Built-in connectors, custom HTTP requests, and webhooks for any external system.
Sponsor Lead Export
Generate per-sponsor lead reports using workflows and tags.
Full workflow reference: developers.komo.tech/workflows