Build your first workflow.

Overview

Reevit's workflow engine lets you build visual automations that react to payment events. When a payment succeeds, fails, or gets refunded, your workflow can send emails, call webhooks, update databases, add delays, or branch based on conditions, all without writing code.

Key concepts

• Trigger: The event that starts the workflow (e.g., payment.succeeded)
• Action: Something the workflow does (e.g., send an email, call a webhook)
• Condition: A branching point that checks a value (e.g., amount > 1000)
• Delay: Pause the workflow for a set duration before continuing

Create a workflow

1. 1

   Navigate to Workflows

   Mark as doneDoneMark step 1 as done

   From your dashboard sidebar, click Workflows. You'll see existing workflows and a Create Workflow button.

2. 2

   Name your workflow

   Mark as doneDoneMark step 2 as done

   Click Create Workflow. Give it a descriptive name like "Send receipt on payment success" and an optional description.

3. 3

   Set the trigger

   Mark as doneDoneMark step 3 as done

   Every workflow starts with a trigger. Choose from available events:

   • payment.succeeded: A payment was completed
   • payment.failed: A payment attempt failed
   • payment.refunded: A refund was processed
   • subscription.created: A new subscription started
   • subscription.canceled: A subscription was canceled

   Drag the trigger node onto the canvas.

4. 4

   Add actions

   Mark as doneDoneMark step 4 as done

   Connect action nodes to your trigger:

   Send Webhook: POST event data to any URL

   ExamplejsonCopy

   {  "url": "https://your-api.com/webhooks/reevit",  "headers": {    "X-Custom-Header": "value"  }}

   Send Email: Send a templated email to the customer or your team

   HTTP Request: Make any HTTP call to external services

   Delay: Wait before executing the next step (e.g., wait 1 hour, then send a follow-up)

5. 5

   Add conditions (optional)

   Mark as doneDoneMark step 5 as done

   Use condition nodes to branch your workflow:

   • If amount > 50000 → Send Slack alert to finance team
   • Else → Just log the payment

   Conditions can check any field from the trigger event data: amount, currency, customer email, provider, metadata, and more.

6. 6

   Activate the workflow

   Mark as doneDoneMark step 6 as done

   Click Activate in the top right. The workflow will start processing events immediately. You can deactivate it at any time without deleting the configuration.

Example: Payment success receipt

Here's a simple workflow that sends a receipt when a payment succeeds:

1. Trigger: payment.succeeded
2. Condition: Check if customer_email exists
3. Action: Send receipt email to customer
4. Action: POST to your backend to update order status

Workflow execution history

Every workflow run is logged with:

• Status: Success, failed, or skipped
• Duration: How long the workflow took
• Step details: Input/output for each node
• Error info: Clear error messages if something fails

Navigate to a workflow and click History to see all past executions.

Next steps