Umbraco.Engage.Automate
18.0.0-beta
Prefix Reserved
dotnet add package Umbraco.Engage.Automate --version 18.0.0-beta
NuGet\Install-Package Umbraco.Engage.Automate -Version 18.0.0-beta
<PackageReference Include="Umbraco.Engage.Automate" Version="18.0.0-beta" />
<PackageVersion Include="Umbraco.Engage.Automate" Version="18.0.0-beta" />
<PackageReference Include="Umbraco.Engage.Automate" />
paket add Umbraco.Engage.Automate --version 18.0.0-beta
#r "nuget: Umbraco.Engage.Automate, 18.0.0-beta"
#:package Umbraco.Engage.Automate@18.0.0-beta
#addin nuget:?package=Umbraco.Engage.Automate&version=18.0.0-beta&prerelease
#tool nuget:?package=Umbraco.Engage.Automate&version=18.0.0-beta&prerelease
<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 configuration —
EngageAutomateComposerself-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 | Versions 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. |
-
net10.0
- Umbraco.Automate.Core (>= 18.0.0-beta)
- Umbraco.Engage.Core (>= 18.0.0 && < 18.999.999)
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 |