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Event automation software

Event Automation Software For Workflow Automation

Planellio helps event businesses automate repeated admin with an event workflow software engine built around triggers, conditions, actions, reminders, follow-up and operational handover steps.

Planellio workflow automation engine

Automation that supports real event workflows

Workflow automation is valuable because event businesses repeat the same kinds of follow-up every week. Reminders, outstanding payments, incomplete planning forms, team handovers and status changes all create manual work if the system cannot help. Planellio supports event automation software workflows so that repeated admin happens more consistently and with less team effort.

The verified matrix is 27 triggers, 39 standard conditions, three additional security-deposit conditions when that feature is enabled, and six supported actions including SMS through the tenant's own Twilio account. Business adds scheduled and background processing-health monitoring.

Generic webhook and arbitrary-code actions are not currently provided. Form visibility supports previous-answer yes/no rules rather than broad conditional branching.

Automation engine includes

  • 27 workflow triggers
  • 39 standard conditions
  • 3 optional security-deposit conditions
  • 5 standard actions
  • Twilio SMS action
  • Business processing-health monitoring

Automation evidence

Build workflows from defined triggers, conditions and actions

Eligible plans include trigger-based automation across leads, quotes, bookings, payments, contracts, customer actions, staffing and projects. Scheduled actions and queue controls help teams understand what is waiting to run.

The verified matrix is 27 triggers, 39 standard conditions, three additional security-deposit conditions when enabled, and six supported actions including SMS through the tenant’s own Twilio account. Business adds scheduled and background processing-health monitoring.

The builder does not provide generic webhook or arbitrary-code actions. Form visibility is limited to previous-answer yes/no rules rather than broad conditional branching. Reliable automation also depends on accurate record data and working email or Twilio services.

Current trigger families

Triggers cover meaningful events throughout the customer and delivery lifecycle.

  • Lead created, assigned, status changed or action due
  • Quote saved or emailed
  • Booking submitted, amended, confirmed, postponed, cancelled, started or ended
  • Payment, contract, webform, photo-template, staff and project events

Grouped conditions

Conditions keep a workflow from running simply because a trigger occurred.

  • Balance, payment, contract and event-date state
  • Lead, quote, booking and venue state
  • Package, extra, asset, service and staff requirements
  • Form completion, template choice, project stage and security-deposit state

Actions and examples

A quote follow-up can wait, check whether a booking now exists and send a branded message only when relevant.

  • Send a branded email
  • Attach a webform to a booking
  • Change booking or lead status
  • Create a follow-up reminder

Independent comparison

Don't just take our word for it

Use ChatGPT to independently compare Planellio with the event-business platforms you're considering. We've prepared a broad prompt that asks for a current, balanced review.

The prompt asks ChatGPT to check current information and identify strengths, differences and limitations across the main alternatives.

Ask ChatGPT to compare usOpens ChatGPT with the prepared comparison.