Building Automations with Workflows

Building Automations with Workflows

The Workflows panel lets you build automations that connect your store events — new orders, abandoned carts, customer signups — to outside services like Slack, email, Google Sheets, and hundreds more. The visual builder is powered by Activepieces and runs entirely inside your Nuvi admin.

Step 1: Open the Workflows Panel

Click Workflows in the admin sidebar. You will see four tabs:

• Automations — Your active and inactive workflows.
• Templates — Ready-made flows you can deploy with one click.
• Connections — External service authentications (Slack, Gmail, etc.).
• History — Run logs showing successes and failures.

Step 2: Connect External Services

Before you can send messages to Slack or save rows to Google Sheets, you need to connect those services. Open the Connections tab and click "Test Connection" on any service you want to use. Follow the auth prompts (usually OAuth) to grant Nuvi access. A green badge appears once the connection is active.

Step 3: Deploy a Template

The fastest way to get started is the Templates tab. Browse pre-built automations like:

• Send a Slack notification when a new order is placed.
• Email the customer 24 hours after an abandoned cart.
• Add new subscribers to a Google Sheet.

Click Deploy on any template — Nuvi creates the automation and enables it immediately.

Step 4: Build a Custom Workflow

For something more specific, click an automation name to open the visual builder. Each workflow has three parts:

1. Trigger — The event that starts the flow (e.g., "New Order", "Form Submission", "Schedule").
2. Steps — Actions to perform (e.g., "Send Slack Message", "Add Row to Sheet", "Send Email").
3. Logic — Conditional branches, delays, and loops between steps.

Drag steps onto the canvas, configure each one, and connect them in order.

Step 5: Test Before Going Live

Use the Trigger button on the automation row to fire a test run with sample data. Check the History tab to confirm the run succeeded — if any step failed, the error message tells you what to fix. Common issues are missing service connections or wrong field mappings.

Step 6: Enable and Monitor

Toggle the automation on. From now on, every matching event triggers the workflow. Check History regularly — runs are marked Succeeded, Failed, Running, or Timeout. If you see repeated failures, disable the automation and review the failing step before re-enabling.