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DocsWorkflow Engine
Process Automation

Workflow Engine

Design and automate your business processes with a flexible workflow system. Define custom states, automate transitions, and trigger actions based on order lifecycle events.

Configure WorkflowAPI Reference

Visual State Builder

Design your workflow visually with drag-and-drop state management.

Automated Transitions

Define rules that automatically move orders between states.

Event-Driven Actions

Trigger emails, webhooks, and notifications on state changes.

Custom States

Create unlimited states within each group to match your process.

Workflow Structure

Every workflow consists of four stage groups. Each group can contain unlimited custom states tailored to your business process.

New
Processing
Cancelled
Completed

New

Intake
Default

Entry point for all newly created orders, subscriptions, reservations, and service requests.

Example States
Order createdSubscription renewedReservation placedService requested

Processing

In Progress

The most comprehensive stage covering everything from payment to delivery.

Example States
Awaiting paymentPackingShippingDelayedLost in transitDamaged

Cancelled

Terminal

Final stage for orders that could not be fulfilled or were cancelled.

Example States
Payment timeoutCustomer cancelledPartial refundFull refundOut of stock

Completed

Terminal

Final stage for successfully delivered orders and fulfilled services.

Example States
DeliveredService providedReservation fulfilledProject completed

Intelligent Automation

Configure automatic actions triggered by state changes. Send notifications, update external systems, or escalate issues without manual intervention.

WhenOrder delayed

Send apology email to customer with updated delivery estimate

WhenPackage lost

Alert admin team and initiate replacement process

WhenOrder completed

Send feedback request and loyalty points notification

workflow-config.json
{
  "trigger": "state_changed",
  "conditions": {
    "new_state": "delayed"
  },
  "actions": [
    {
      "type": "send_email",
      "template": "delay_notification",
      "to": "customer"
    },
    {
      "type": "webhook",
      "url": "https://api.example.com/notify"
    }
  ]
}

Cancellation Scenarios

1Customer-Initiated

  • Payment not received in time
  • Customer requested cancellation
  • Partial or full refund issued

2Provider-Initiated

  • Items out of stock
  • Delivery failed permanently
  • Technical or operational issues

Completion Scenarios

The Completed stage represents the successful terminal state. Orders here have been fulfilled and require no further action.

Success Criteria

  • Product delivered to customer
  • Service successfully provided
  • Customer confirmation received

Ready to streamline your operations?

Create a custom workflow that perfectly matches your business needs and automates routine tasks.

Configure WorkflowView API Docs