Lifecycle & automation

Create an automated lifecycle workflow

Build a visible journey from a customer event to waits, conditions, and approved channel actions.

Last updated: August 12, 2026 7 min read

Availability depends on your plan, permissions, and connected channels.

Watch the workflow

See it in Leado

Step by step

1

Open Actions → Workflows

Create a workflow and give it a name tied to its business purpose.
2

Choose the trigger

Select the customer or commerce event that should start the journey, such as a product added to cart.
3

Add timing and conditions

Use waits and branch rules to prevent messages from arriving too quickly or after the customer has already converted.
4

Add channel actions

Insert email, SMS, web push, or onsite actions supported by the connected workspace. Use saved assets where practical.
5

Review every path

Check entry criteria, consent, stop conditions, destinations, empty branches, and the total journey duration.
6

Test before activation

Keep the workflow inactive while validating events and content. Activate only after the full journey is approved.

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