Automate Workflows

Orchestrate multi-step customer workflows from live events, replies, and schedules

Build visual workflows in Bird that pause for delivery receipts or backend events, branch on contact data, validate phone numbers and emails, and publish in immutable versions.

List of workflows for automation, including categories such as "Waitlist" and "New Journey," emphasizing efficient task management and workflow automation.

Visual workflows built for event-driven messaging.

Start runs from live events, incoming messages, or schedules, coordinate waits and branching logic, and inspect each step in production.

Event, Message, and Schedule Triggers

Start workflow runs from application webhooks, inbound SMS, email, or WhatsApp replies, or recurring schedules in a chosen timezone

Delays and Event Waits

Pause runs for a set duration, wait for message delivery receipts or WhatsApp read receipts, or hold until your backend sends a matching confirmation event

Conditional Branching and Calculations

Route contacts through multi-condition branches and calculated expressions using trigger payload data and stored contact attributes

Draft Checks and Sample Previews

Catch missing fields or broken expressions with static checks and simulate branches and waits with sample data before publishing

Phone and Email Lookups

Validate recipient phone numbers and email addresses mid-run and record channel opt-in or opt-out preferences before sending

Contact and Audience Updates

Create or update contact profiles, manage static audience memberships, and control overlapping runs per business key

Trigger workflows from events, replies, or schedules and branch on live data

Start runs in Bird when your backend posts an application event, when a customer replies on SMS, email, or WhatsApp, or on a recurring schedule, then route each run with multi-condition logic.

Visual workflow trigger configuration for application events, inbound messages, and recurring schedules.

Filter event, message, and schedule triggers

Start workflows from application event webhooks, incoming SMS, email, or WhatsApp messages with optional trigger filters, or recurring schedules in your chosen timezone. Control overlapping runs per business key so duplicate events can cancel, skip, or run in parallel.

Decision flowchart showing multi-condition workflow branching, contact updates, and lookup steps.

Branch on conditions and update contacts mid-run

Evaluate multi-condition branches and calculated values from trigger payloads and contact attributes. Create or update contact records, modify static audience memberships, and record channel opt-in or opt-out preferences as steps in the flow.

Validate draft workflows and recipient addresses before messages go out

Run static draft checks, simulate workflow execution with sample data in Bird, and verify recipient phone numbers and email addresses before sending.

Workflow draft validation and sample preview simulation in Bird.

Draft checks, sample previews, and versioned publishing

Run static checks on drafts to catch missing fields or broken expressions, and simulate branches and waits with sample data in workflow preview without sending live messages. Publish immutable versions while active runs finish on the version they started with.

Security and compliance controls including GDPR, SOC 2, and ISO 27001 standards.

Built-in phone and email lookups and preference updates

Validate phone numbers and email addresses with built-in lookup steps before dispatching notifications. Update contact channel preferences inside the workflow and rely on automatic suppression checks for unsubscribes, hard bounces, and SMS STOP replies.

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Coordinate delays, delivery waits, and cross-channel follow-ups

Sequence Email, SMS, and WhatsApp steps in Bird with timed delays, delivery receipt and WhatsApp read receipt waits, and backend event confirmation checks.

International flags representing global communication, featuring flags from the USA, Germany, Mexico, Japan, France, Norway, India, and Belgium, symbolizing global delivery and connectivity.

Pause for a set duration, timestamp, or application event

Hold a workflow run for a fixed duration or until a scheduled timestamp, or wait for a matching application event from your backend, such as canceling a reminder once a customer completes checkout or confirms an appointment.

Flowchart for cross-channel content, starting with a "Send SMS campaign", followed by a decision point, branching into multiple communication channels symbolized by icons for Telegram, email, WhatsApp, and Facebook Messenger.

Wait on delivery receipts or WhatsApp read receipts before following up

Pause after sending an Email, SMS, or WhatsApp template to wait for a delivery receipt, or wait for a read receipt on WhatsApp, then branch to a follow-up channel if the step times out or fails to deliver.

Inspect step-by-step run history and track execution metrics

Trace individual workflow runs through each node in Bird and measure completion rates, failure reasons, and run durations across published versions.

Step-by-step workflow run history showing queued, running, waiting, succeeded, failed, and canceled runs.

Step-by-step run history and outcome diagnostics

Inspect queued, running, waiting, succeeded, failed, and canceled runs in the Automations dashboard. View step inputs, outputs, branch selections, and outcome reasons to debug payload data and external webhook responses.

Bird's marketing dashboard with performance analytics, showcasing metrics such as delivery rate, open rate, unsubscribe rate, and click-through rate, along with visual graphs for messaging funnel and performance over time.

Version-level completion rates and duration percentiles

Track total runs, completion rates, success rates, and median and 95th-percentile run durations across workflow versions to see how timing changes or new branches affect live execution.

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Trigger workflows and sync contacts from your stack.

Connect application webhooks, REST APIs, CLI, MCP tools, and CSV imports.

Popular integrations including HubSpot, Salesforce, Meta, AWS, Shopify, Snowflake, and LinkedIn.

Trigger and resume runs via webhooks and APIs

Start workflows or resume waiting steps from your commerce, billing, or CRM backend using application webhooks, the REST API, CLI, or MCP tools.

Shared contact records across channels

Sync contacts via REST API or CSV import and update attributes, audience memberships, and channel preferences on a shared profile across Email, SMS, and WhatsApp.

Enterprise security and compliance controls.

Per-channel suppression enforcement and role-based workspace access.

SOC 2
GDPR
CCPA
HIPAA

Automatic preference and suppression checks

Record opt-ins and opt-outs during workflow runs and enforce email unsubscribes, hard bounces, and SMS STOP suppressions automatically across sends.

Audited security and role-based access

Bird is SOC 2 certified with GDPR, CCPA, and HIPAA compliance, plus role-based permissions for workspace teams.

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