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Triggers & Conditions

Whautomail Automations help you automatically perform actions based on triggers and conditions - so your emails and contact management run smoothly without manual work.

Each automation rule in Whautomail follows this structure: Trigger → Condition (Optional) → Action

1. Triggers - When to Start​

Triggers define when your automation should begin. For example, when a contact is created or tagged, the automation will start automatically.

Whautomail Triggers:​

  • When a Contact is created
  • When a Contact is added to a Tag
  • When a Contact is removed from a Tag
  • When a Contact Status changes

Additional Automation Triggers Available in Whautomail​

Whautomail supports a wide range of triggers that help you automate emails based on events from Stripe, Chargebee, and Whautomate. Below is the full list of additional triggers you can use:

Stripe Triggers​

  • Stripe: Customer Created – Runs when a new customer is created in Stripe
  • Stripe: Trial Started – Runs when a customer begins a trial period
  • Stripe: Subscription Activated – Runs when a subscription becomes active
  • Stripe: Trial Ending – Runs shortly before a customer's trial ends
  • Stripe: Subscription Cancelled – Runs when a subscription is cancelled
  • Stripe: Payment Succeeded – Runs after a successful payment
  • Stripe: Payment Failed – Runs when a payment fails

Chargebee Triggers​

  • Chargebee: Customer Created – Runs when a new customer is added in Chargebee
  • Chargebee: Trial Started – Runs when a trial starts for a customer
  • Chargebee: Subscription Activated – Runs when a subscription becomes active
  • Chargebee: Trial Ending – Runs near the end of a customer's trial
  • Chargebee: Subscription Cancelled – Runs when a subscription is cancelled
  • Chargebee: Payment Succeeded – Runs when a payment is successfully completed
  • Chargebee: Payment Failed – Runs when a payment attempt fails

Whautomate Trigger​

  • Whautomate: Client Created – Runs when a new client is created inside your Whautomate workspace

2. Conditions (Optional) - Apply Filters​

Conditions act as filters that decide if the action should run. They help you refine your automation - like saying, "Only do this if the contact meets certain criteria."

Examples of Conditions:​

  • Tag equals New Subscriber
  • Contact Stage equals Lead
  • Contact Status equals Subscribed

You can add one or multiple conditions using AND/OR logic for more customized workflows.

3. Actions - What Should Happen​

Actions define what Whautomail should do automatically once the trigger (and any conditions) are met.

Examples of Actions:​

  • Send Email
  • Add Contact Tags
  • Remove Contact Tags
  • Update Contact Stage
  • Send Webhook

Examples of Automation Use Cases (For Whautomail)​

Here are some practical ways to use automation in Whautomail:

  • Welcome New Subscribers: Automatically send a welcome email when a new contact is created or tagged as "Subscriber"
  • Lead Nurturing: When a contact's stage is marked as "Lead," send a series of follow-up emails
  • Auto Tagging: Add or remove tags when a contact's status changes (e.g., from "Lead" to "Customer")
  • Re-engagement: Send a reminder or special offer email to contacts who haven't engaged for a while
  • Team Notifications: Use a webhook action to notify your team (e.g., via Slack or CRM) when a new lead is added

Billing Platform Use Cases (Stripe & Chargebee)​

You can automate important customer communication and internal workflows using Stripe and Chargebee triggers. Here are some practical examples:

1. Payment Success Emails (Stripe / Chargebee)​

Send a "Thank you for your payment" email whenever a payment succeeds. Great for acknowledging invoices, sharing receipts, or offering next-step instructions.

2. Payment Failed / Retry Reminder​

Trigger an email when a payment fails to notify customers about updating their card details or retrying the payment. You can also notify your internal team through webhook actions.

3. Subscription Activation Welcome Flow​

When a subscription becomes active, send a welcome email with onboarding steps, login details, or getting-started guides.

4. Trial Started – Onboarding Sequence​

Automatically send trial users a sequence of helpful emails (Day 1, Day 3, Day 7) explaining product features, tips, and how to get the most out of their trial.

5. Trial Ending Reminder (Stripe / Chargebee)​

Send automated reminders as the trial approaches its end, encouraging users to upgrade before expiration.

6. Subscription Cancelled – Feedback or Win-Back Email​

Trigger a cancellation feedback survey or win-back offer when a customer cancels their subscription. Example: "Sorry to see you go — can you share why?" or "Here's a 20% discount if you'd like to reactivate."

7. Customer Created – Tagging & Segmentation​

When a new customer is created in Stripe or Chargebee, automatically tag them in Whautomail (e.g., "Paid User," "Trial User," "New Customer"). Helps with segmentation and future campaigns.

Why Use Whautomail Automations?​

Automations save time and ensure consistent communication. Benefits include:

  • Automatically handle repetitive tasks
  • Send timely and relevant emails
  • Keep your contact list organized
  • Increase engagement and conversions
  • Reduce manual errors and follow-up delays

With Whautomail Automations, your email marketing runs efficiently - even when you're not around!