Umbraco.Engage.Automate

Umbraco Engage triggers and actions for Umbraco Automate.

Overview

Umbraco.Engage.Automate is a provider package that connects Umbraco Engage to Umbraco Automate, exposing Engage's event pipeline and service layer as first-class triggers and actions in Automate flows — for example, firing a goal when a form is submitted, or reacting when an A/B test goes live.

Key Features

• 20+ triggers — react to A/B testing, analytics, personalization, segment, customer journey, persona, goal, and campaign events
• 3 actions — score personas, score customer journey steps, and trigger goals from automation steps
• Bridged notifications — Engage events are re-published as CMS notifications so Automate's trigger infrastructure can observe them
• Zero configuration — EngageAutomateComposer self-registers with Umbraco's composition pipeline

Installation

dotnet add package Umbraco.Engage.Automate

No further wiring is required — the composer is auto-discovered by Umbraco's composition system.

Requirements

• .NET 10.0
• Umbraco CMS 17.x
• Umbraco Engage 17.x
• Umbraco.Automate 17.0+

Triggers

Fire an Automate flow when something happens in Engage.

A/B Testing

Trigger	Fires when…
A/B Test Saved	An A/B test is created or updated
A/B Test Scheduled	An A/B test is scheduled to start
A/B Test Started	An A/B test goes live
A/B Test Stopped	An A/B test is ended
A/B Test Variant Saved	A variant on an A/B test is saved

Analytics

Trigger	Fires when…
New Session Started	A new visitor session begins
Pageview Extracted	A pageview is processed by Engage

Personalization & Segments

Trigger	Fires when…
Applied Personalization Saved	A personalization rule is saved
Segment Saved	A segment is created or updated
Segment Deleted	A segment is deleted

Customer Journey

Trigger	Fires when…
Customer Journey Group Saved	A customer journey group is saved
Customer Journey Step Scored	A visitor scores a customer journey step
Customer Journey Step Explicitly Assigned	A visitor is explicitly assigned to a step
Customer Journey Step Assignment Removed	An explicit assignment is removed

Personas

Trigger	Fires when…
Persona Group Saved	A persona group is saved
Persona Scored	A visitor scores a persona
Persona Explicitly Assigned	A visitor is explicitly assigned to a persona
Persona Assignment Removed	An explicit persona assignment is removed

Goals & Campaigns

Trigger	Fires when…
Goals Saved	A goals configuration is saved
Custom Goal Completed	A custom goal is completed for a visitor
Client-Side Goal Completed	A client-side goal event fires
Campaign Group Saved	A campaign group is saved

Actions

Run Engage operations from an Automate flow.

Action	What it does
Trigger Goal	Fires an Engage goal by key for a visitor
Score Persona	Adds a persona score for a visitor; optionally locks them to the persona
Score Customer Journey Step	Adds a customer journey step score for a visitor; optionally locks them to the step

How It Works

Engage publishes domain events through its own internal SystemEventService rather than Umbraco's standard IEventAggregator. Automate's trigger infrastructure observes IEventAggregator, so this package acts as a bridge:

Engage event → BridgeHandler → IEventAggregator notification → Automate trigger

On startup, EngageAutomateComponent registers lightweight bridge handlers with SystemEventService. Each handler converts the incoming Engage event into a typed CMS notification and re-publishes it via IEventAggregator. On shutdown, the component unregisters all handlers cleanly.

Development

dotnet restore
dotnet build
dotnet test

Project layout

src/
  Umbraco.Engage.Automate/           # Package source
    Actions/                         # Automate actions
    Notifications/                   # Bridge notification types
    Notifications/Handlers/          # Bridge handlers (Engage → CMS notifications)
    Triggers/                        # Automate triggers
tests/
  Umbraco.Engage.Automate.Tests.Unit/

License

MIT — see LICENSE for details.