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.
Pattern 1: 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.
- Trigger: Gameplay.DataCaptured -- Fires when a user submits a form within a card. Scope to specific event cards.
- Action: ContactEmailSend -- Send a follow-up email with a post-event survey link and any prizes/content they unlocked.
- Action: ContactAddToList -> "Event Attended" -- Add the contact to a list for future segmentation and reporting.
- Action: ContactUpdate -> Add tag "event-attended" -- Tag the contact for cross-workflow filtering.
Pattern 2: 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.
- Trigger: Gameplay.DataCapturedQualified -- Fires when a qualified submission occurs (user meets entry criteria).
- Decision: Check card name contains "Sponsor A" -- Branch based on which sponsor's card was played.
- Action (Yes): HttpRequest -> POST to Sponsor A's webhook -- Send contact data, form fields, and gameplay results to the sponsor's endpoint.
- Action: CompetitionEntryAddTags -> "sponsor-a" -- Tag the competition entry for per-sponsor reporting and export.
- Action (No): HttpRequest -> POST to default/Sponsor B webhook -- Route to the next sponsor check or a default handler.
Pattern 3: 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.
- Trigger: Gameplay.Ended -- Fires when a user completes any card experience.
- Action: LoyaltyAwardPoints -- Award loyalty points to the contact for completing the engagement.
- Decision: Check if total points exceed tier threshold -- Evaluate whether the user has earned enough points for a tier upgrade.
- Action (Yes): LoyaltyAddToTier + ContactEmailSend -- Upgrade the contact's loyalty tier and send a congratulations email.
Pattern 4: Receipt Validation Flow
When a receipt is successfully validated (purchase verification), issue a coupon and send a confirmation SMS.
- Trigger: Gameplay.ReceiptValidationSuccess -- Fires when a user's uploaded receipt passes validation.
- Action: ContactCouponIssue -- Issue a digital coupon or voucher to the validated contact.
- Action: AssignBonusCompetitionEntries -- Grant bonus entries into the prize draw for the validated purchase.
- Action: 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
- Contact.Identified -- Contact identified
- Contact.PropertyUpdated -- Contact property updated
- Contact.Verified.Sso -- Contact verified by SSO
- Contact.ListAdded -- Contact added to list
Gameplay Triggers
- Gameplay.Started -- Gameplay started
- Gameplay.Action -- Gameplay action occurred
- Gameplay.Ended -- Gameplay ended
- Gameplay.DataCaptured -- Data captured (incl. disqualified)
- Gameplay.DataCapturedQualified -- Data captured (qualified only)
- Gameplay.ReceiptValidationSuccess -- Receipt validated
- Gameplay.ReceiptValidationRejected -- Receipt rejected
- Gameplay.TreasureHuntCheckpointCompleted -- Treasure hunt checkpoint done
- Gameplay.UploadApproved -- Upload file approved
- Gameplay.UploadRejected -- Upload file rejected
- Gameplay.LiveSurveyQuestionAsked -- Q&A question asked
- Gameplay.LiveSurveyQuestionApproved -- Q&A question approved
- Gameplay.LiveSurveyQuestionRejected -- Q&A question rejected
Prize Triggers
- Prize.Awarded -- Prize awarded
- Prize.ExtraDataCaptured -- Extra data form captured
Card Triggers
- Card.CoverClicked -- Card cover clicked
Loyalty Triggers
- Loyalty.PointsAwarded -- Points awarded
- Loyalty.PointsRedeemed -- Points redeemed
- Loyalty.TierAdded -- Tier added
- Loyalty.TierRemoved -- Tier removed
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
Full workflow reference: developers.komo.tech/workflows