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Workflows connect Loyalty v2 events to external applications. A trigger starts a run when an event matches. An IF operator can send that run down a True or False path. A webhook callout on the path that was taken sends the event to your endpoint.

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When to use Workflows

Use Workflows when an external application needs to react to Loyalty v2 events. For example, you can send loyalty events to:
  • A customer relationship management (CRM) platform.
  • An email or customer engagement platform.
  • A custom application.
Connect a trigger directly to a webhook callout when every matching event should be sent. Add an IF operator when only some of those events should leave Voucherify. For example, notify your CRM when a member earns more than a set number of points, and send nothing for smaller earnings.

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Who can use Workflows

Admin and User can create, publish, and activate workflows. Viewer can open them only. Merchant and Restricted user do not see Workflows. Read Workflow access for each permission.

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How Workflows work

A workflow is a graph made of three types of building blocks: Connect a trigger to one or more webhook callouts when every matching event should be sent. When an event matches the trigger, Voucherify starts a run and executes every callout on that direct path. Put an operator (for example, IF) between the trigger and the callout when only some events should be sent. The run follows True when the rules match and False when they do not. Only the blocks connected to the taken path run. A path with no connection does not send a callout. A missing field makes that rule false. The workflow does not fail because the field was absent. Read IF operator for the rules, operators, and what a missing field does to the path. One trigger can connect to several webhook callouts. Each True or False output connects to one next block. A webhook callout can accept connections from several triggers or operators.
Workflows currently support Loyalty v2 transaction and activity triggers.
The designer keeps a Versions list for the current draft and published versions. Read Deactivation and version behavior.

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What’s next for Workflows

We’re continuing to build on this foundation:
  • A larger node library: Build richer automations with new nodes, including publications, Loyalty v2 reward purchases, core events, and more.
  • Execution and run history: See exactly what your workflows have been doing, with run tracking and a status breakdown of everything that passed or failed.

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Next steps

Build a workflow

Create, connect, publish, and activate a Loyalty v2 workflow.

Workflow options

Review triggers, the IF operator, webhook callouts, statuses, and limits.

Workflows webhooks

Review the payload structure for Loyalty v2 transactions and activities.

Monitor webhook deliveries

Inspect delivery details and retry failed webhook sendouts.

Loyalty v2 integration

Integrate members, point wallets, earning rules, rewards, and transactions.
Last modified on November 3, 2026