The Automations Designer
The automations designer is a node-flow based visual programming environment designed for all technical skill levels.
Creating A Template
Start by navigating to the automations page within the Courier
app. From there, a new automation template can be created by
New Automation Button.
Renaming The Template
To rename a template, click the name in the upper left hand corner of the designer. By default, the name is "Untitled Automation". The name is automatically saved after being updated.
A new template starts with two placeholder nodes. A trigger placeholder, and an action placeholder.
The top placeholder with acts as a placeholder for an automation trigger node. A trigger node
defines what starts an automation run. The trigger is optional, a template can always be directly
triggered using the
api/automations/:template_id/invoke api endpoint
The bottom one acts as a placeholder for action and control flow nodes.
To add nodes, expand from the list on the left and then click and drag a node onto the right. The first trigger and action node will snap into their respective placeholders:
Nodes are executed sequentially through their connections, from top to bottom. To connect two nodes, click and drag from the white dot at the bottom of the source node to the top of the target node:
Automations can conditionally execute a branch of the workflow. This can be useful in any case where you may want to change the actions of an automation based on certain data sent with the template.
For example, you may want to send one template if one data field represents a certain value, or another template if it does not:
Invoking A Template
Be sure to publish the template before invoking (using the publish button in the upper right)
There are a few ways to invoke a template, either through a trigger node, or through an api call.
See Scheduling automations or Triggering With Segment for to get a feel of how trigger nodes work.
To run an automation by api call, grab the automation template id from the settings section of
the designer and invoke it by calling POST
Automations API docs for