Automations

Set it. Forget it.

Build powerful workflows that run themselves. Trigger actions when contacts submit forms, buy tickets, or hit a tag — then let automations handle the follow-up across every channel.

Post-Purchase Follow-Up

Trigger

Ticket Purchased

Delay

Wait 2 hours

Condition

If ticket type = "VIP"

Action

Add tag "VIP" & sync to Mailchimp

Key capabilities

Everything you need, nothing you don't.

Event Triggers

Start workflows when contacts submit forms, purchase tickets, get tagged, join lists, or hit custom events.

Conditions

Branch workflows based on contact data, tags, purchase history, or custom field values.

Time Delays

Add waits of minutes, hours, or days between steps to space out follow-ups naturally.

Multi-Step Actions

Chain together tagging, list updates, email sends, webhook calls, and field updates in a single flow.

ESP Sync

Push contacts and tags to Brevo, Mailchimp, or Klaviyo as an automation action — keep everything in sync.

Execution Logs

Full audit trail of every automation run — see what triggered, which path was taken, and what actions fired.

Why teams choose Modality

Unlimited active automations on all plans

Test mode to dry-run workflows before going live

Pause and resume automations without losing state

Real-time execution monitoring with error alerts

Version history for every workflow change

Pre-built templates for common event workflows

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