Atlis docs

What Atlis does, how your data gets in, and the words you'll see across the app.

Go from signup to your first automated email in five steps.

Add Atlis to your website or web app. Pick the setup that matches how your app is built.

Which user details to send, what each one does, and where to find them in popular auth tools.

Send events like trial_started or payment_failed so the matching workflows fire.

Confirm Atlis is receiving data, and fix the most common setup problems.

Stop anyone from creating fake users or changing a user's email through your public snippet.

Send users and events to Atlis from your backend, CRM or automation tool.

Turn CRM fields like Lead Status or Deal Stage into lifecycle stages and workflow triggers in Atlis.

Point Pipedrive, HubSpot, Zoho or Salesforce webhooks straight at Atlis and pick the fields, with no custom code.

Send Zoho CRM leads to Atlis automatically with a Zoho workflow webhook.

Connect other CRMs, automation tools and customer data platforms.

Automatic emails sent when a trigger happens, with up to 4 follow-ups.

Every trigger, when it fires, and whether it repeats.

Send an email when any event you choose happens.

Edit subjects and bodies, use personalisation variables, set your sender and brand, and send a test.

Send failed payments, cancellations, upgrades and first payments to Atlis automatically.

Send Paddle payment failures, cancellations and first payments to Atlis automatically.

Get a Slack message whenever a workflow sends an email.

How Atlis decides each user's stage and 0–100 health score.

Find users, filter them, and see each user's profile, emails and activity.

Bring existing users in from a CSV file, or download your users.

See which users visit important pages like pricing or upgrade.

Built-in and custom groups of users, ready to use in broadcasts.

Send a one-off email to a lifecycle stage or a segment.

Spot at-risk users, win back churned ones, and learn why people leave.

Ask happy users for a review automatically, approve them, and embed a gallery.

See which channels bring users, create tracked short links, and capture leads.

Trends, activation funnel, health mix and the impact of your workflows.

What each plan includes, how the trial works, and what happens at your limit.

Upgrade, change plan, update your card or cancel.

How your users opt out, and what Atlis does when they do.

Reset your password, change your login email, see what Atlis stores, and delete everything.

Fixes for the most common problems.