Automate your membership, without writing code
Connect triggers to actions in a visual builder. When a member signs up, a payment succeeds, or a form is submitted — Gately handles what happens next.
Triggers
Start a workflow when anything happens
Every meaningful event in your membership fires a trigger. Pick one and chain your actions.
Trigger
Member Signupmember.signup
Action
Send welcome emailemail.send · {{member.email}}
Fire a workflow the moment someone joins. Send a welcome email, add them to your CRM, and tag them — automatically.
Trigger
Payment Succeededstripe.payment_succeeded
Action
Email receiptemail.send · {{stripe.customer_email}}
Every successful payment kicks off a chain. Email a receipt, open an onboarding ticket, and ping your team on Slack.
Trigger
Ticket Createdhelpdesk.ticket_created
Action
AI classify ticketai.classify
When a support ticket lands, classify it with AI and send an instant acknowledgement — so no member feels ignored.
Visual Builder
Build automations on a live canvas
Pick a trigger, chain your actions, add conditions — and save. No YAML, no code, no DevOps. Just a clean canvas that does exactly what you configure.
Drag, drop, connect
Build workflows on a live node canvas. Drag triggers and actions into place, connect them with a click, and reorder steps without losing your config.
Use cases
Workflows your members will never see — but always feel
Welcome new members automatically
When someone signs up → send a welcome email → add them to your CRM → tag them as 'new-member'. All without lifting a finger.
Automate payment confirmations
When a Stripe payment succeeds → email a receipt → create a helpdesk ticket for onboarding → notify your team on Slack.
Follow up on form submissions
When a lead fills out a form → add them to your CRM → send a personalised follow-up email → assign a tag based on their answers.
Win back cancelled subscribers
When a subscription is cancelled → wait 1 day → send a win-back email → notify your team to follow up personally.
Auto-triage support tickets
When a ticket is created → classify it with AI → assign a tag → send an acknowledgement email to the member.
Announce new help articles
When an article is published → send an email to relevant members → post to Slack → trigger a webhook to update your external docs.
Your first workflow takes five minutes
Pick a trigger, add your actions, hit save. Gately handles the rest.