Workflows

Pick a problem your members feel.Watch the workflow that solves itbuild itself.

One workflow can reach across your whole association, from Loop and Learn to your CRM and the tools you already run. Choose a scenario below and follow it step by step.

See it buildBook a walkthrough
One suite,
one member record.
AMSCRMCMSEventsPortalWorkflowsLearnLoopDirectoryJobsAtlasIntelligence
Sound familiar?
1

You bought a stack of tools, and your staff quietly became the integration layer between them.

2

Renewals lapse silently, even the big corporate bundles, and you find out at reporting time.

3

Your team spends hours each week re-keying the same details between systems that don't talk to each other.

Renewals slip through the cracks and lapse rates climb.

Catch every member due to renew and walk them to payment.
What a workflow can do

Every trigger, step and connector, with where it stands today.

Triggers

  • Event trigger

    Starts when an app raises an event, for example a new member joining.

    Live

  • Schedule trigger

    Starts on a schedule you set, for example 60 days before a renewal date.

    Live

  • Manual trigger

    You or a teammate start the workflow by hand.

    Live

  • Webhook trigger

    Starts when another system calls a secure webhook.

    Live

  • Conditional trigger

    Runs on a schedule and starts for every member who matches a condition.

    Beta

Logic and control

  • Condition

    Branch on a yes or no check.

    Live

  • Fork / Join

    Run several steps in parallel, then merge.

    Live

  • Split

    Send a percentage down each path for A / B testing.

    Live

  • Wait

    Pause for a delay or until a set date.

    Live

  • Benchmark

    Wait for an outside event, like a payment, before moving on.

    Live

  • Sub-workflow

    Call another workflow as a step.

    Live

  • Stop

    End the workflow early.

    Live

  • Approval

    Wait for a staff member to approve before continuing.

    Roadmap

  • Loop

    Repeat a section of the workflow.

    Roadmap

Actions across your apps

  • Send email

    Send a member an email from a CRM template.

    Live

  • Update membership status

    Change a member's status, for example to renewed.

    Live

  • Update contact status

    Update a contact record's status.

    Live

  • Log activity

    Record an activity against the member's record.

    Live

  • Create task

    Create a task for a staff member.

    Live

  • Update deal stage

    Move a deal to a new stage.

    Live

  • Enrol member in a course

    Enrol a member in a Learn course.

    Live

  • Complete course

    Mark a course complete for a member.

    Live

  • Issue certificate

    Issue a certificate to a member.

    Live

  • Register for event

    Register a member for an event.

    Live

  • Update registration

    Update a member's event registration status.

    Live

  • Check in attendee

    Check a member in at an event.

    Live

  • Add to a channel

    Add a member to a Loop community channel.

    Live

  • Post a channel message

    Post a message to a Loop channel.

    Live

  • Send a direct message

    Send a member a Loop direct message.

    Live

  • Sync WordPress user

    Create or update a WordPress / WooCommerce user from a contact.

    Roadmap

Connectors

  • Custom API

    Call any external HTTP API from a workflow.

    Live

  • Custom Webhook

    Send an outbound webhook to another system.

    Live

  • Mailchimp

    Sync audiences, tags and campaigns with Mailchimp.

    Beta

  • Xero

    Create invoices and reconcile payments in Xero.

    Roadmap

  • EventsAir

    Push confirmed registrations to EventsAir with no re-keying.

    Roadmap
Better together

A workflow reaches across your whole stack.

Your Agend apps

Actions run straight into CRM, Learn, Events and Loop. No glue code.

The tools you already run

Custom API and webhook connectors reach outside Agend today, with named connectors like Xero and EventsAir on the way.

Build a connector for anything

A clear connector contract means we can wire up whatever your association depends on, so a booking never gets keyed in twice.

I've saved over18+ hours per weekon admin tasks –and I actually like the tool.
Grace · Marketing Manager, member association
Switching

Move off Zapier and the middleware you babysit.

From Zapier and glue

Workflows run inside Agend, against your own member data. No third-party automation subscription, no developer, no brittle middleware to keep alive.

From manual re-keying

A booking or a renewal flows straight through to every tool that needs it, so nobody types the same details in twice.

Fair questions

Asked by every buying committee.

Is this live today?
The steps are badged. Actions across CRM, Learn, Events and Loop are live now. Some connectors, like EventsAir and Xero, are on our roadmap and are marked as such.
Do I need a developer?
No. A workflow is built from triggers, actions and simple logic. Connectors handle the technical side of reaching other tools.
Can I test a workflow before it goes live?
Yes. A dry run steps through a workflow without sending anything, so you can check it does what you expect before you publish.
What can a workflow reach?
Your Agend apps directly, plus outside systems through custom API and webhook connectors, with named connectors added over time.
Still weighing it up?

Ask us the hard ones – pricing, migration, the lot. A human from our Australian team replies within one business day.

Ask a question

Bring your association's busywork to a workflow.

Book a walkthrough and we will map your first workflow with you.

Book a walkthroughor email hello@agend.com.au
  • 40+ Australian associations
  • 500–50k+ Members per org