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11 Commits
Author SHA1 Message Date
Matthew Meszaros a3989f9d9c feat: turn automations into a lead-intake path so a Facebook, Instagram, LinkedIn or TikTok lead form pushed by Zapier, Make, n8n or any webhook becomes a tagged, campaign-enrolled contact without leaving Warmbly: add the warmbly.upsert_contact and warmbly.add_to_campaign built-in actions with templated field mapping, custom fields, tags, campaign and an if-exists policy, fire a rich contact.created event from the one contact write path (silent for file imports, sheet syncs and API batches over 100) and expose contact.created and form.submitted as automation triggers with condition fields, variables and sample data, carry an automation depth through events raised by an action so a flow that creates a contact cannot re-trigger itself past five hops, stamp automation-created contacts with the new automation source (migration 000129), share the campaign picker between the sheet sync wizard and the automation builder, document lead intake in the automations, Zapier, Make, contacts, forms, integrations, expressions and webhook pages plus a new n8n guide, mirror the new triggers and actions on the marketing automations page, and drop the 34 MB cli binary that was committed by mistake 2026-09-06 00:36:05 -07:00
Matthew Meszaros bb040828b1 feat: rework automation AI steps to mirror campaign step types with one agentic AI step plus an AI switch, per-case switch handles on the canvas, a Stop node, and a step-type add menu 2026-07-22 10:58:35 +02:00
Matthew Meszaros b564b227c0 feat: add automations Ask AI branch condition and ai_classify per-label edges — a prompt-driven yes/no condition evaluated via the metered provider (fail-safe to the no path, run-history errors, dry-run charged without auto-pause), label:<x> edges validated against the classify node's label set and followed only on the matching verdict, and no credit minting on local-provider refunds 2026-07-17 16:26:30 +00:00
Matthew Meszaros a067bf5922 feat: AI action nodes in automations - ai_classify/ai_extract/ai_generate run one generation.Provider completion per node over the event data and merge the result back as a variable (ai_class, output_keys[], ai_text) so downstream conditions branch on it, charging 1 credit per node with a run_id+node_id idempotency key, refund on provider failure, out-of-credits fails only that node while the run continues, and a per-automation ai_credit_failures counter (migration 000064) auto-pauses a flow after 20 consecutive credit misses; classify/extract run deterministic (temperature 0), dry-run executes AI nodes for real and is charged but never touches the auto-pause lifecycle, provider + credit ledger wired into both backend and consumer integration services, plus the reply-classifier Layer 3 ported off its bespoke OpenAI client onto the platform provider via an injected ModelClassifyFunc (platform-paid, deterministic), a CompletionRequest.Temperature primitive threaded through the OpenAI and Anthropic providers, the flow builder palette/config panels/validation for the three AI steps, and a new AI-steps-in-automations guide 2026-07-14 05:30:55 +02:00
Matthew Meszaros c5dfa5e4e7 feat: remove the HTTP-request action from campaign steps and automations in favor of signed webhooks, keep fire_event for custom payloads, and drop the now-unused outbound quota plumbing 2026-06-15 08:11:35 +02:00
Matthew Meszaros ab24d8bbc8 feat: add a 'Fire event' action and campaign step that publish custom events to the realtime gateway (no public URL), an HTTP-request campaign step, a configurable automation dry-run test with per-step toggles, and fix the false 'updated by a teammate' toast on your own save 2026-06-14 09:52:49 +02:00
Matthew Meszaros 501b5009b4 feat: add an on-error branch to automation action nodes (try/catch routing, rose on-error handle, executor follows the error edge and treats the failure as handled instead of failing the run) 2026-06-13 13:15:41 +02:00
Matthew Meszaros 9aa3300f46 feat: capture per-action output in automation run history (HTTP status/ok, set-variables values, rendered channel/url/message) and render it under each action in the builder History panel 2026-06-13 13:11:58 +02:00
Matthew Meszaros 5954ac53c2 feat: add automation execution safeguards 
Support chained automation execution from native actions, guard automation recursion depth, carry idempotency context through campaign-launched automations, allow team task assignment in backend action execution, and reject deletes while campaign steps still reference an automation.
 2026-06-09 10:56:56 +02:00
Matthew Meszaros 3eb96e33a1 feat: support automation expressions 
Adds free-form expression conditions for automation graph branches and shares template helper functions with automation action rendering.
 2026-06-08 15:04:59 +02:00
Matthew Meszaros 5f7ac801ba feat: execute automation graphs 2026-06-08 12:03:11 +02:00