Templates / Build with Komo / Workflows

Workflows

Build with Komo

Automation patterns for common partner implementation scenarios.

Template Content

~893 words, 162 lines

## 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

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