Umbraco.Engage.Automate 18.0.0-beta

Prefix Reserved
This is a prerelease version of Umbraco.Engage.Automate.
dotnet add package Umbraco.Engage.Automate --version 18.0.0-beta
                    
NuGet\Install-Package Umbraco.Engage.Automate -Version 18.0.0-beta
                    
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package.
<PackageReference Include="Umbraco.Engage.Automate" Version="18.0.0-beta" />
                    
For projects that support PackageReference, copy this XML node into the project file to reference the package.
<PackageVersion Include="Umbraco.Engage.Automate" Version="18.0.0-beta" />
                    
Directory.Packages.props
<PackageReference Include="Umbraco.Engage.Automate" />
                    
Project file
For projects that support Central Package Management (CPM), copy this XML node into the solution Directory.Packages.props file to version the package.
paket add Umbraco.Engage.Automate --version 18.0.0-beta
                    
#r "nuget: Umbraco.Engage.Automate, 18.0.0-beta"
                    
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package.
#:package Umbraco.Engage.Automate@18.0.0-beta
                    
#:package directive can be used in C# file-based apps starting in .NET 10 preview 4. Copy this into a .cs file before any lines of code to reference the package.
#addin nuget:?package=Umbraco.Engage.Automate&version=18.0.0-beta&prerelease
                    
Install as a Cake Addin
#tool nuget:?package=Umbraco.Engage.Automate&version=18.0.0-beta&prerelease
                    
Install as a Cake Tool

<p align="center"> <img alt="Umbraco Automate" src="./assets/logo-128.png" width="128"> </p>

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 configurationEngageAutomateComposer 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 18.x
  • Umbraco Engage 18.x
  • Umbraco.Automate 18.0+

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.

Product Compatible and additional computed target framework versions.
.NET net10.0 is compatible.  net10.0-android was computed.  net10.0-browser was computed.  net10.0-ios was computed.  net10.0-maccatalyst was computed.  net10.0-macos was computed.  net10.0-tvos was computed.  net10.0-windows was computed. 
Compatible target framework(s)
Included target framework(s) (in package)
Learn more about Target Frameworks and .NET Standard.

NuGet packages

This package is not used by any NuGet packages.

GitHub repositories

This package is not used by any popular GitHub repositories.

Version Downloads Last Updated
18.0.0-beta 0 6/25/2026
17.0.0-beta 46 6/10/2026