Umbraco Automate is your drag-and-drop automation engine directly in Umbraco. It lets marketing teams set up triggers and actions to automate customer journeys in minutes, and gives developers full control over extension capabilities.
When a new customer signs in, an onboarding email is sent, the sales team gets notified, and a unique discount code is generated. Steps you might be used to set up in external systems can now be automated directly in Umbraco. With the drag-and-drop functionality, you can set up simple and complex automations without involving the development team.
Benefit from efficient automations from day one by using the standard triggers and actions that are set up for you in Umbraco. You’ll also find a set of helpful triggers for our popular add-ons, Umbraco Forms, Commerce, and Engage, enabling you to set up actions when a contact form has been submitted, an order has been finalized, or a Persona Score has changed - and more.
Try the beta version todayUmbraco Commerce Automations
Triggers fire from Order Created, Order Finalised, Order Status Changed, Stock Changed. Automate and Commerce - the perfect match for optimizing your commerce processes.Umbraco Forms Automations
Native trigger by "Form Submitted" to any action you need e.g. when a visitor submits a "Request a quote" form, a confirmation email is sent and a sales rep is notified in SlackUmbraco Engage Automations
Native triggers from "Persona Scored" and "A/B Test Started" to any action you need, adding pro-active actions to your customer and content insights
Bring your entire digital ecosystem together. Set up external triggers to react to events from third-party software and safely leverage an AI agent to speed up content production. Because of its open-source nature and access to webhooks, your extension possibilities are basically limitless, giving you a truly agile and future-proof setup.
In this quick click-tour, you can see exactly how the basic functions of Automate look and work inside Umbraco:
Trigger AI agents to draft summaries or alt-text when you upload new content, but keep total control with human-in-the-loop approval steps. For content editors, this speeds up the “boring-but-necessary” parts of content production while ensuring a person from your team reviews every output before it goes live to protect your brand.
Unlike other SaaS automation platforms that route your sensitive data through third-party servers, Umbraco Automate runs where your CMS runs. This is a massive compliance win as it simplifies GDPR requirements and builds customer trust by ensuring that your automated workflows (like processing PII for member sign-ups) never leave your secure environment.
Get Automate-ingDrag-and-drop UI
Empower your marketing team to set up automations in UmbracoNo limits
No limitations on the number of runs, triggers, actions, or users. With Automate, you design and control your setup without us limiting you.Open Source
Like the CMS, Automate is Open Source so you can customize your triggers and actions to fit your needsOut-of-the-box triggers and actions
Automate from day one with native triggers and actions in the Umbraco CMS and add-onsWebhooks
Connect with any other systems, even if they don't have Umbraco Automate integrationAI within and without
You can set up Automate to both call AI agents or have an AI agent trigger an automationHuman-in-the-loop
Stay in control by setting up approval flows between triggers and actionsControl flows
Design complex automations with paths, looping, if-statements, and additional switchesPermission-led workspaces
Manage who from your team is allowed to do what in AutomateI want advice on Automate for our setup
Talk to us about your automation goals and implementation need and let's see of Umbraco and Automate is the right fit.I want to try the product
The beta version of Umbraco Automate is out for you to try it out. The final release is targeted July 9, 2026I need technical details
Review documentation for setup, extensibility, and implementation guidance.The targeted release date for Umbraco Automate is July 9, 2026. But if you just can't wait, the beta version is already out for you to take a spin.
Sign up in the form for the dedicated Umbraco Automate newsletter and get access to the beta version as well as the latest news on the Automate release and the product in general.
Umbraco Automate is an open-source, visual automation engine built natively into the Umbraco CMS. It features a drag-and-drop canvas that allows marketing teams to visually orchestrate customer journeys using out-of-the-box triggers.
For marketing teams, this changes campaign deployment speed, moving journey design straight to the editing canvas which reduces time-to-market from weeks to minutes. For developers, this introduces easy extendability through an API-first architecture, allowing teams to quickly write custom C# triggers, connect external software via webhooks, and connect AI models as part of an automation flow. This hybrid approach eliminates routine development bottlenecks while ensuring your engineering team retains full architectural control.
It is built specifically for two key roles:
Website Owners and Growth Marketers who need to design instant customer journeys (like custom onboarding or cart recovery) in minutes instead of submitting technical specs and waiting for the development team to deliver.
Developers who want to hand over day-to-day business logic maintenance to marketers while retaining full architectural control to build custom actions and API extensions.
All onboarding materials, implementation guides, and code examples are available in our official Umbraco Documentation. For digital managers, this centralized reference resource speeds up team onboarding and setup times, which affects time-to-value metrics on your investment.
Yes. Umbraco Automate is fully open-source. For technical leaders, this architectural framework eliminates vendor lock-in and enables unrestricted access to webhooks, changing how you adapt to new technologies by allowing you to connect to any system or AI agent the moment your business requires it.
No. Umbraco Automate imposes zero limitations on your runs, triggers, actions, or for users, workspaces, or connections. For commercial operations, this structural change removes the common SaaS volume pricing tier barrier, affecting long-term total cost of ownership (TCO) by keeping costs fixed and predictable as your transaction volume scales.