Pick a problem your members feel.Watch the workflow that solves itbuild itself.
One workflow can reach across your whole membership operation, from Loop and Learn to your CRM and the tools you already run. Choose a scenario below and follow it step by step.
You bought a stack of tools, and your staff quietly became the integration layer between them.
Renewals lapse silently, even the big corporate bundles, and you find out at reporting time.
Your team spends hours each week re-keying the same details between systems that don't talk to each other.
Renewals slip through the cracks and lapse rates climb.
60 days before renewal
Finds members due to renew
Send a renewal reminder
CRM email template
Mark renewal in progress
Wait 30 days
Send a benefits recap
Wait 15 days
Reminder with an upgrade offer
Discount code
Create and send the invoice
Via the Xero connector
From a whiteboard sketch to a running workflow.
Draw the process the way you would on a whiteboard. Agend maps every step onto real capabilities, badged live, beta or roadmap, straight from the capability list.
Every trigger, step and connector, with where it stands today.
Triggers
- Live
Event trigger
Starts when an app raises an event, for example a new member joining.
- Live
Schedule trigger
Starts on a schedule you set, for example 60 days before a renewal date.
- Live
Manual trigger
You or a teammate start the workflow by hand.
- Live
Webhook trigger
Starts when another system calls a secure webhook.
- Beta
Conditional trigger
Runs on a schedule and starts for every member who matches a condition.
Logic and control
- Live
Condition
Branch on a yes or no check.
- Live
Fork / Join
Run several steps in parallel, then merge.
- Live
Split
Send a percentage down each path for A / B testing.
- Live
Wait
Pause for a delay or until a set date.
- Live
Benchmark
Wait for an outside event, like a payment, before moving on.
- Live
Sub-workflow
Call another workflow as a step.
- Live
Stop
End the workflow early.
- Roadmap
Approval
Wait for a staff member to approve before continuing.
- Roadmap
Loop
Repeat a section of the workflow.
Actions across your apps
- Live
Send email
Send a member an email from a CRM template.
- Live
Update membership status
Change a member's status, for example to renewed.
- Live
Update contact status
Update a contact record's status.
- Live
Log activity
Record an activity against the member's record.
- Live
Create task
Create a task for a staff member.
- Live
Update deal stage
Move a deal to a new stage.
- Live
Enrol member in a course
Enrol a member in a Learn course.
- Live
Complete course
Mark a course complete for a member.
- Live
Issue certificate
Issue a certificate to a member.
- Live
Register for event
Register a member for an event.
- Live
Update registration
Update a member's event registration status.
- Live
Check in attendee
Check a member in at an event.
- Live
Add to a channel
Add a member to a Loop community channel.
- Live
Post a channel message
Post a message to a Loop channel.
- Live
Send a direct message
Send a member a Loop direct message.
- Roadmap
Sync WordPress user
Create or update a WordPress / WooCommerce user from a contact.
Connectors
- Live
Custom API
Call any external HTTP API from a workflow.
- Live
Custom Webhook
Send an outbound webhook to another system.
- Beta
Mailchimp
Sync audiences, tags and campaigns with Mailchimp.
- Roadmap
Xero
Create invoices and reconcile payments in Xero.
- Roadmap
EventsAir
Push confirmed registrations to EventsAir with no re-keying.
A workflow reaches across your whole stack.
Your Agend apps
Actions run straight into CRM, Learn, Events and Loop. No glue code.
The tools you already run
Custom API and webhook connectors reach outside Agend today, with named connectors like Xero and EventsAir on the way.
Build a connector for anything
A clear connector contract means we can wire up whatever your association depends on, so a booking never gets keyed in twice.
Agend lifted our corporaterenewal rate by 93%,halved bookkeeping hours and gave our team10-15 hours back every week.The renewal improvement alone justified the build.
Move off Zapier and the middleware you babysit.
Workflows run inside Agend, against your own member data. No third-party automation subscription, no developer, no brittle middleware to keep alive.
A booking or a renewal flows straight through to every tool that needs it, so nobody types the same details in twice.
Asked by every buying committee.
- Is this live today?
- The steps are badged. Actions across CRM, Learn, Events and Loop are live now. Some connectors, like EventsAir and Xero, are on our roadmap and are marked as such.
- Do I need a developer?
- No. A workflow is built from triggers, actions and simple logic. Connectors handle the technical side of reaching other tools.
- Can I test a workflow before it goes live?
- Yes. A dry run steps through a workflow without sending anything, so you can check it does what you expect before you publish.
- What can a workflow reach?
- Your Agend apps directly, plus outside systems through custom API and webhook connectors, with named connectors added over time.
Ask us the hard ones – pricing, migration, the lot. A human from our Australian team replies within one business day.
Ask a questionBring your membership busywork to a workflow.
Book a walkthrough and we will map your first workflow with you.
- 40+ Australian associations
- 500–50k+ Members per organisation