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How to manage your automation rules and work flows with the systeme.io MCP server
In this article, you will learn how to manage your systeme.io automation rules and workflows using natural language through our native MCP server. By connecting an AI tool like ChatGPT or Claude, you can easily create and retrieve simple automation rules to connect common events and actions without configuring them manually in your dashboard.
What you will need:
A systeme.io account
An MCP key generated from your systeme.io account (How to use the systeme.io MCP server (Model Context Protocol))
An AI tool connected to your systeme.io account using MCP keys:
1. Managing automation rules
The MCP server allows you to perform basic actions on your automation rules directly from the chat. You just need to specify the trigger and the action you want the rule to execute.
a. Create an automation rule: You can ask the AI to generate a brand-new automation rule in your account. Currently, the MCP server supports the following specific elements:
Triggers: Tags (Tag added, Tag removed), Courses (Enrolled in course, Course completed, Lecture completed, Module completed), Sales (Subscription payment failed, New sale, Sale canceled), Funnel form subscribed, Campaign completed, Booking created, and Page visited.
Actions: Tags (Add a tag, Remove a tag), Courses (Enroll in course, Revoke access to course), Emails (Send email, Send email to a specific address, Subscribe to campaign, Unsubscribe from campaign), Send webhook, and Send SMS.
Example: Create an automation rule that adds the tag "New Lead" when someone subscribes to the "Summer campaign" funnel form.
b. List and retrieve automation rules: You can use the AI to browse through your existing automation rules without having to navigate through your dashboard manually.
Example: List my recent automation rules.
2. Managing workflows
The MCP server allows you to build, manage, and activate automated workflows directly from the chat.
a. Create a workflow: You can ask the AI to generate a workflow and structure its sequence. Currently, the MCP server supports the following specific elements:
Triggers: Tags (Tag added, Tag removed), Courses (Enrolled in course, Course completed, Lecture completed, Module completed), Sales (Subscription payment failed, New sale, Sale canceled), Funnel form subscribed, Campaign completed, Booking created, and Page visited.
Actions: Tags (Add a tag, Remove a tag), Revoke access to a course, Subscribe to campaign, Unsubscribe from campaign, Send webhook, Send email to a specific address, and Send SMS.
Delays: You can instruct the AI to set a waiting period until a specific date and time (with timezone support).
Conditions (Decisions): You can split your workflow into YES/NO paths based on Tags, Registration date, Last activity date, or Contact status (including whether they have made a payment).
Example: Create a new workflow that triggers when the "Summer campaign" funnel form is subscribed. First, add the tag "New Leads", wait until December 1st at 9:00 AM, and then check if the contact has the tag "Purchased". If yes, remove the "New Lead" tag.
b. Activate and deactivate workflows: Workflows are inactive by default when created. You can instruct the AI to instantly turn them on or pause them.
Example: Activate my "Summer Campaign Follow-up" workflow.
c. List and retrieve workflows: You can use the AI to browse through your existing workflows and view their sequences.
Example: List my 3 most recent workflows.
Notes:
Modifying (editing) and deleting automation rules and workflows are not supported at this time but will be added soon.
The AI will require confirmation prompts depending on the platform you use (for example, ChatGPT may ask for permission to run the action before creating a rule).