Automations
Keep patients moving without chasing every step
Workflows send the right message, retry the payment and alert your team the moment something happens — built on a canvas, tested before it sends, and on the record after.
Builder
Follow-up on autopilot
Pick the event, then chain messages, waits, branches and payment retries on one canvas. Build the follow-up once and it runs for every patient.
Branch on what you already know
Send each patient down a different path based on their order, payment or treatment. First order? Over $200? Express shipping? Split the workflow on it.
Start from the defaults
Your store's default workflows open on the same canvas. Customize any of them, and reset to the default whenever you want.
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Edit without breaking things
Switch a step off instead of deleting it, undo as you go, or duplicate a workflow that already works.
40+ ready-made emails
Order confirmations, shipping updates, refills, lab results and visit reminders, ready to customize.
Sign-in emails always on
One-time codes, password resets and magic links are locked on, so no edit can lock patients out.
Consent sorted by trigger
Marketing sends honor email and SMS consent automatically, while order and care updates always go out.
Start from an event — an abandoned cart, a shipped order, a failed payment, a refill coming up, a visit tomorrow — or send by hand to a patient segment.
Email, SMS, push and in-app notifications in the patient portal, filled with the order, patient and treatment details of the event. Emails are built in a drag-and-drop editor with a shared header and footer.
Wait minutes, hours, days or weeks, until a time of day in the patient's timezone, or for chosen weekdays — then branch on any condition with if/else.
Retry a failed payment or cancel an order as a step, and send the run down a different path depending on whether it worked.
Notify staff by person or role, post to Slack, or call any API with an HTTP request using saved connections — with retries and branching on the response.
Triggers
Start from any moment in the patient journey
Over fifty events from checkout to refill, each carrying the order, patient, payment and treatment details your conditions and messages need.
Cart and checkout
Abandoned cart and abandoned after checkout.
Orders
First order, order created, canceled, status changed and expedited handling.
Shipping
Order shipped, shipping update, delivery tomorrow, out for delivery and delivered.
Labs
Sample received, results ready, sample rejected and booking failed.
Payments and billing
Payment successful, failed or pending, plan changes, renewals and expiring balances.
Prescriptions
Prescription written or changed, treatment activated or changed, and refill upcoming.
Check-ins and visits
Check-ins and follow-ups due, visits scheduled, upcoming and completed.
Patient account
Patient activated, details changed, questionnaire reviewed and new messages from a doctor.
Controls
Ship it without the nerves
Test, publish, watch every run and roll back — the safety rails a workflow that messages patients needs.
Test before anything sends
Run a workflow against sample data to see the path it takes. Delays are skipped and nothing reaches a patient.
Every run on the record
Recent runs show the outcome of each step. Open a run to see where it stopped, and retry it in one click.
Drafts and versions
Edit in a draft, publish when validation passes, restore any earlier version, and pause or stop at any time.
Send to a segment
Pick a patient segment, preview exactly who's in it, then send to all of them at once.
Live from day one
Default workflows for orders, shipping, prescriptions and visits, plus templates to start new ones.
Drafted by Basky
Describe what should happen and Basky drafts the workflow and its emails for you to review.
Let the platform do the follow-up
Default workflows are live the day your store is. Build the rest when you’re ready.