Workflows let you apply changes to multiple entities - Offers, Advertisers, or Publishers - at once, either immediately or automatically when certain conditions are met.
Use Workflows to:
bulk-update settings across many entities at once,
set up rules that trigger actions automatically based on performance data or status changes.
ℹ️ Workflows will not take action on Archived offers.
Where to Find Workflows
Go to: Automation → Workflows
Workflows are organized into three tabs: Offers, Advertisers, and Publishers. Each tab shows the workflows created for that entity type, along with their status, schedule, last execution time, and description.
To create a new workflow, go to the relevant tab and click + Create Workflow.
Managing Workflows
Each workflow in the list has four action icons:
▶ Execute - run the workflow manually immediately
✏️ Edit - open the workflow to make changes
👁 Preview - see which entities will be affected and what actions will be applied, without executing
🗑 Delete - permanently remove the workflow
💡 Use Preview before executing a workflow for the first time to verify the filters and actions are set up correctly.
How a Workflow is Structured
Every workflow has 4 steps: General Settings, Filters, Actions, and Schedule.
1. General Settings
Give the workflow a name and description. Be specific: a clear description helps you understand what the workflow does when you return to it later.
ℹ️ Set status to Active if you want it to run immediately after saving, or leave it inactive to enable later.
2. Filters
Define which entities the workflow should apply to. If no filters are added, the workflow applies to all entities of the selected type.
💡 For stats-based filters (clicks, conversions, revenue, etc.), a Timeframe filter is added automatically - this sets the lookback period for the stats check.
3. Actions
Choose what should happen to the filtered entities. Available actions depend on the entity type selected.
Offer Actions
Configure Webhook - send an HTTP request when the workflow executes. Configure Method, URL, Body, and Headers. Available macros for the URL:
{id},{name},{status},{address},{country},{externalId}. Use{object}in the Body to include full entity details in JSON format.Configure Status - set the offer status: Active, Pending, Paused, or Archived.
Configure Offer - update specific offer fields: Private, Approval Required, VTA Enabled, Revenue Share, or Restrictions.
Configure Targeting - set offer targeting rules using AND/OR logic across fields such as Advertiser, Advertiser Tags, Offer, Offer Tags, or HTTP parameters. The logic works the same way as Offer Advanced Targeting → See Advanced Targeting
Configure Budgets - add or update offer budgets. Set the budget Type (Conversion, Revenue, Click, or Impression), Validity, Threshold, and Amount. For more details on how budgets work → See Offer Budgets
Configure Tags - add or remove offer tags.
Configure Event Type Visibility - set visibility for all event types on the offer:
Private - postback and event information is not sent to publishers
Public - postback and event information is sent to publishers
Configure Publishers - select publishers and configure publisher-level settings on the offer:
Include Publishers - select by ID, name, or tag. You can also include publishers by current access status (Approved, Pending, Blocked).
Exclude Publishers - exclude specific publishers from the action.
Budgets - add publisher-level budgets.
Check Override Existing Budgets to replace any budgets already set.
Payouts - set WeGet, TheyGet, and Margin.
ℹ️ If Override Existing Payouts checkbox is selected, any payouts which are already set, will be overridden by the Workflow
Access Status - set the Offer Access Status for the selected publishers.
ℹ️ If Override Existing Access Status checkbox is selected, any current access will be overridden.
Configure Publisher Group - add a new publisher group to the offer. For more details on how publisher groups work → See Publisher Groups
💡Note: From workflows, the publisher group can't be overwritten, it will create a new publisher group.
Advertiser actions
Configure Status - set the advertiser status: Active, Pending, Blocked, or Paused.
Configure Tags - add or remove advertiser tags.
Configure Webhook - send an HTTP request when the workflow executes (same configuration as above).
Publisher actions
Configure Status - set the publisher status: Active, Pending, Blocked
Configure Access Status - update the publisher's access status for an offer: Approved, Pending, Blocked
Configure Tags - add or remove publisher tags.
💡Note: For offer tags, the users who have permission for tags creation can create and add new custom tags to the offer. Other user roles will have access to only existing tags in the platform i.e. they can add/ remove tags from the list of existing tags.
Configure Webhook - send an HTTP request when the workflow executes (same configuration as above).
4. Schedule
Set when the workflow should run: once manually, on a schedule, or when offer change occurs (for example, status update).
Manual - the workflow is not executed automatically. You need to go to the workflow and run it manually each time. Use this for one-off bulk actions.
ℹ️ Note: If we 'edit' the existing workflow where the 'Manual' schedule is selected, then the workflow will be executed again when we Save it, this can be avoided by closing the dialogue using the 'x' icon on the top right corner or the close button at the bottom.
On Schedule - the workflow runs automatically at a fixed time. Set the frequency (day, week, month, year) and the time it should run.
ℹ️ Note: If you have a timeframe filter set in place to look back the last 10 hours and you select on schedule every day at 9 am, then this will look back the last 10 hours from 9 am every day.
On Offer/Publisher/Advertiser Change - the workflow is triggered automatically whenever any change occurs on an entity of the selected type (manual or via API). Use this for rules that need to react to platform activity in real time.
Examples
Offers - Approve a publisher on multiple offers
Goal: automatically approve a specific publisher on particular advertiser's offers
Go to Automation → Workflows and click + Create Workflow
Select Offers as the entity type
General Settings: name it (e.g. "Approve [Publisher] on [Advertiser] offers") and add a description
Filters: set Advertiser id in [advertiser name] and Offer Status in Active
Actions: select Configure Publishers, choose the publisher, and select Access Status 'Approved'
ℹ️ Leave 'Override Existing Access Status' checkbox unselected, so that if you block the publisher manually, they're not approved on this offer again by this workflow.
Schedule: select 'On Offer Change'
Save and execute
Advertisers - Pause multiple advertisers
Goal: Set a group of advertisers to Paused status at once.
Go to Automation → Workflows and click + Create Workflow
Select Advertisers as the entity type
General Settings: name it (e.g. "Pause [group name] advertisers") and add a description
Filters: set Advertiser id in [advertiser name/id]
Actions: select Configure Status → Paused
Schedule: Manual - run once manually
Save and execute
Publishers - Assign a tag to multiple publishers
Goal: Add a tag to a group of publishers at once.
Go to Automation → Workflows and click + Create Workflow
Select Publishers as the entity type
General Settings: name it and add a description
Filters: set Publisher id in [publisher name/id]
Actions: select Configure Tags and choose or create the tag
Schedule: Manual - run once manually
Save and execute
Checking Workflow Execution
All changes made by a workflow are logged in the Audit Log. This allows you to verify what actions were applied, to which entities, and when.
ℹ️ The Audit Log is available to users with the Admin role only.
To check workflow execution:
Go to Organization → Audits
Use the Advertiser Workflows, Offer Workflows, or Publisher Workflows filter to select the specific workflow you want to review
Each log entry shows the affected entity, the action taken, the changed fields and their new values, and a timestamp
💡 The Reason field in the log entry will show 'Workflow action' - this confirms the change was made by a workflow and not manually.
Watch a Video Guide on Workflows