74
performance signals
7
automated checks
Build your own
automated fixes
16
proven workflows
424
API operations
- Overview
- Monitor (74)
- Audit (7)
- Automate
What you can achieve
Capabilities are grouped around merchant outcomes, not API terminology.Run operations
Monitor orders, fulfilment, delivery and settlement.
Protect revenue
Find failures, leaks and risks before they cost sales.
Grow revenue
Improve discovery, conversion, campaigns and repeat purchase.
Control risk and change
Keep tracking, access and change under governed control.
Customer experience
Find storefront, speed, accessibility and journey problems.
From connection to verified outcome
The controlled sequence every capability follows. Nothing changes a connected system without the approval step.1
Connect
Authorise the source. Scopes are shown before access is granted.
2
Monitor
Watch the signals against your own baselines, not universal defaults.
3
Detect
Run checks and gather evidence specific to your store.
4
Recommend
Explain what happened, why it matters and the proposed action.
5
Approve
You review scope, risk and reversibility before anything changes.
6
Execute
Apply through governed connector operations.
7
Verify
Confirm the intended result and keep the receipt.
Monitor performance
74 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.Run operations (31 signals)
Run operations (31 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Active Subscribers (Est.) | Watch only | Estimated subscribed, reachable contacts. |
| Active Workflows | Watch only | Active Workflows from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against Hub |
| Average Deal Cycle (days) | Watch only | Average Deal Cycle (days) from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce agains |
| Companies | Watch only | Companies from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Contact Lifecycle Stage Distribution | Watch only | % of contacts at each lifecyclestage (subscriber/lead/MQL/SQL/opportunity/customer/evangelist). Shapes funnel investment. |
| Deal Pipeline by Stage | Watch only | Open deal value grouped by dealstage. Surfaces stage-bottlenecks visually. |
| Deal Win Rate (30d) | Merchant rule | % of closed deals that were won. Below 20% = either deal-qualification problem OR pipeline noise from unqualified leads. |
| Deals Closing This Month | Watch only | Deals Closing This Month from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against |
| Deals Closing in Next 14 Days | Watch only | Deals Closing in Next 14 Days from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce ag |
| Email Open Rate | Alert band 25 / 15 | Share of delivered emails opened. iOS Mail Privacy inflates this, pair with click-to-open for a truer read. |
| Flow Count Summary | Watch only | How many automations exist on the account. |
| Flow Status Breakdown | Watch only | Automations split by status (live, draft, paused). |
| Flow Trigger Types | Watch only | Automations grouped by what triggers them. |
| Flows List | Watch only | Every automation and its current status. |
| Form Submissions (30D) | Watch only | Form Submissions (30D) from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against H |
| List Health Summary | Watch only | Total reachable members across all lists. |
| New Contacts (period) | Watch only | New Contacts (period) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce agai |
| Open Deal Pipeline Value | Watch only | Sum of amount across all open deals. Top-level CRM health metric - drives forecast. |
| Pipeline Drop Alert | Watch only | Pipeline Drop Alert from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubS |
| Placed Orders Total | Watch only | Orders attributed to email in the window. |
| Predictive Contact Score Distribution | Watch only | Predictive Contact Score Distribution from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconcile |
| SQLs (Sales Qualified Leads) | Watch only | SQLs (Sales Qualified Leads) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommer |
| Segments Overview | Watch only | Saved segments and their sizes. |
| Top 10 Deals by Amount | Watch only | Top 10 Deals by Amount from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against H |
| Top Companies by Deal Value | Watch only | Top Companies by Deal Value from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce agai |
| Top Customers Without HubSpot Contact | Watch only | Top Customers Without HubSpot Contact from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecom |
| Top Forms by Submission Volume | Watch only | Top Forms by Submission Volume from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce a |
| Top Workflows by Enrolments | Watch only | Top Workflows by Enrolments from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce |
| Total Contacts | Watch only | Total Contacts from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot d |
| Workflow Enrollments (30d) | Watch only | Top workflows ranked by 30d enrollment count. Quick health check on automation activity. |
| Workflow Stopped Enrolling (>24h) | Merchant rule | Alerts for Workflow Stopped Enrolling (>24h). |
Grow revenue (27 signals)
Grow revenue (27 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Campaign Status Breakdown | Watch only | Campaigns grouped by status (sent, draft, scheduled). |
| Checkout-to-Order Rate | Watch only | Share of started checkouts that became paid orders. |
| Click-to-Open Rate | Alert band 10 / 3 | Clicks as a share of opens, engagement quality independent of open-rate inflation. |
| Conversion Rate | Watch only | Orders as a share of emails sent. Ties send volume to revenue. |
| Deal Close-Won Without Matching Ecom Order | Merchant rule | Revenue-recognition gap - sales marks deal won but no ecom transaction posts. Either CRM data entry error or ecom integration drift. |
| Deals Stuck >30d in Current Stage | Merchant rule | Deals with hs_lastmodifieddate >30d ago = stalled revenue. Either close or kill. |
| Email Click Rate | Alert band 3 / 1 | Share of delivered emails that earned a click. The clearest engagement signal. |
| Email Send Volume (trend) | Watch only | Email Send Volume (trend) from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce a |
| Email Unsubscribe Rate | Alert band 0.5 / 2 | Email Unsubscribe Rate from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce agai |
| Engagement Funnel | Watch only | Sent to delivered to opened to clicked, showing where engagement drops off. |
| Lead → MQL Conversion % | Watch only | Lead → MQL Conversion % from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce ag |
| List Count | Watch only | Number of audiences on the account. |
| Lists Overview | Watch only | Every audience with its member count. |
| MQL → SQL Conversion Rate (30d) | Merchant rule | % of marketing-qualified leads advanced to sales-qualified within 30 days. Low = MQL scoring too generous OR sales team not actioning. |
| MQLs (Marketing Qualified Leads) | Watch only | MQLs (Marketing Qualified Leads) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles eco |
| MQLs Not Advanced After 60d | Merchant rule | MQLs that hit the stage >60d ago but never advanced = cold leads. Re-engagement candidates or pipeline removal. |
| Marketing Emails Sent | Watch only | Marketing Emails Sent from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce again |
| Pipeline-vs-Realised Revenue Gap | Watch only | Pipeline-vs-Realised Revenue Gap from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce |
| Revenue per Recipient | Watch only | Revenue divided by emails sent. What each address is worth per send. |
| Revenue per Send | Watch only | Revenue divided by emails sent, the efficiency of each send. |
| SQL → Customer Conversion Rate (30d) | Merchant rule | % of sales-qualified leads converted to customer. Cleanest sales-side performance signal. |
| Top Emails by Clicks (90D) | Watch only | Top Emails by Clicks (90D) from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce |
| Top Lists by Name | Watch only | Largest audiences by member count. |
| Total Revenue | Watch only | Placed-order revenue attributed to email sends. The hero number. |
| Total Sends | Watch only | Total emails sent across campaigns in the window. |
| Workflow-Triggered Commerce Revenue | Watch only | Workflow-Triggered Commerce Revenue from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ec |
| Workflows Blocked / Stale | Merchant rule | Enabled workflows with last_enrolled_at >24h ago = trigger criteria broken or contact-property rename. Investigate before next campaign goes out. |
Protect revenue (13 signals)
Protect revenue (13 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Bounce Rate | Alert band 2 / 5 | Share of sends that bounced. Rising bounces hurt sender reputation. |
| Contact Properties Missing vs Ecom Data | Merchant rule | Contact records that exist in HubSpot but missing core CRM properties (name, lifecycle, lead_status) yet have ecom purchase history. Sync gap to fix. |
| Deal Pipeline vs Repeat Ecom Orders | Merchant rule | Repeat customers on ecom side = open expansion opportunities. If HubSpot deals aren’t tracking them, sales team is missing the signal. |
| Delivery Rate | Alert band 98 / 95 | Share of sends accepted by the inbox provider. Below 95% needs attention. |
| Email Deliverability Drop | Alert band 0 / -5 | Email Deliverability Drop from HubSpot, grouped under Nerve Centre. Computes when a live HubSpot integration is connected; reconciles ecommerce agains |
| Email Health KPIs | Watch only | Delivered, bounced and unsubscribed at a glance, your deliverability vitals. |
| Email-Attributed Commerce Revenue | Watch only | Email-Attributed Commerce Revenue from HubSpot, grouped under Cross-Channel: Revenue at Risk. Computes when a live HubSpot integration is connected; r |
| Hard Bounce Spike on Email Send | Merchant rule | HubSpot suspends sends when bounces sustained - escalate to list cleanup. |
| Lifecycle Stage vs Ecom Revenue | Merchant rule | Reveals lifecycle mis-classification - customers stuck at MQL despite paid orders, or ‘customers’ with no actual revenue. |
| MQL → Paid Customer Funnel | Merchant rule | Full MQL → SQL → opportunity → customer (with first ecom purchase) funnel. Drops anywhere expose where the GTM funnel is leaking. |
| Refund Rate | Watch only | Share of attributed orders later refunded. |
| Spam Complaint Rate | Merchant rule | Spam complaints per send. Above 0.1% puts deliverability at risk. |
| Unsubscribe Rate | Alert band 0.3 / 1 | Unsubscribes per send. A spike signals list fatigue or off-target content. |
Control risk and change (2 signals)
Control risk and change (2 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Workflow Error Spike | Watch only | Workflow Error Spike from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against |
| Workflows With Errors | Watch only | Workflows With Errors from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce agains |
Customer experience (1 signals)
Customer experience (1 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Checkouts Started | Watch only | Checkouts begun from email clicks, where the platform reports it. |
Audit risks and opportunities
A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.Spam complaint rate > 0.1%
Spam complaint rate > 0.1%
Severity critical · Outcome Protect revenue · Fix status Report onlySpam complaints are the fastest way to damage sender reputation with mailbox providers; a rate this high can get future campaigns throttled or routed to spam even for recipients who never complained, which drags down deliverability for the whole list, not just the segment that complained.Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.Reference:
EM-DEL-002Abandoned-cart flow not live
Abandoned-cart flow not live
Severity high · Outcome Protect revenue · Fix status Candidate remediationAbandoned-cart recovery is usually the single highest-ROI automation in email: high-intent shoppers who nearly bought are contacted at exactly the right moment. Without it they are never contacted at all.A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.Reference:
EM-FLOW-001Bounce rate > 5%
Bounce rate > 5%
Severity high · Outcome Protect revenue · Fix status Report onlyMore than 1 in 20 emails is bouncing. Beyond the immediate lost reach, mailbox providers watch bounce rate as a sender-reputation signal, and a rate this high risks future emails, even to good addresses, landing in spam instead of the inbox.Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.Reference:
EM-DEL-001Delivery rate < 95%
Delivery rate < 95%
Severity high · Outcome Protect revenue · Fix status Report onlyMore than 1 in 20 emails is not reaching an inbox at all, whether blocked, bounced, or filtered. Every campaign, promotion or transactional email built on this list is reaching a materially smaller audience than the send count suggests.Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.Reference:
EM-DEL-003Welcome flow not live
Welcome flow not live
Severity medium · Outcome Grow revenue · Fix status Candidate remediationNew subscribers are at their most engaged in their first days; without a live welcome flow that window closes unconverted.A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.Reference:
EM-FLOW-002Limited segmentation , fewer than 3 segments
Limited segmentation , fewer than 3 segments
Severity low · Outcome Protect revenue · Fix status Report onlyWith fewer than 3 segments, campaigns are almost certainly going to the entire list every time, new customers and loyal repeat buyers, engaged subscribers and people who have not opened an email in a year, all treated identically. That flattens response rates and raises the same unsubscribe and spamVortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.Reference:
EM-LIST-001Too many draft flows (> 3) , launch tech debt
Too many draft flows (> 3) , launch tech debt
Severity low · Outcome Grow revenue · Fix status Candidate remediationMore than 3 automation flows are built but never turned on. Each one represents planned revenue, welcome series, replenishment reminders, win-back campaigns, that is sitting unused; the work to build them already happened, so the only thing standing between the store and that revenue is publishing tA likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.Reference:
EM-FLOW-004Build your own automated fixes
Turn any finding into an automated fix with a Vortex IQ workflow: over 13,000 read and write operations across more than 200 connectors are available as building blocks, with approval, verification and rollback on every change.Automate approved work
Vortex IQ is integrated with 97 read and 327 write operations across crmobjects, crmobjectassociations, crmobjectassociationdefaults, cmblogauthors, cmblogposts, cmblogtags on HubSpot. Combine them with anything from the over 13,000 operations across more than 200 connectors to automate the work in your own words.Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.Create a workflowProven workflow templates (16)
Back-in-stock Opportunity Queue
Back-in-stock Opportunity Queue
For CRM / lifecycle marketing manager · Ready to deployidentifies high-intent customers and prepares consent-safe notifications.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAIRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Campaign Preflight Gate
Campaign Preflight Gate
For CRM / lifecycle marketing manager · Ready to deployvalidates segment, exclusions, consent, links, stock, offer dates and tracking before send approval.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAIRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Deliverability and List Health Guard
Deliverability and List Health Guard
For CRM / lifecycle marketing manager · Ready to deploymonitors bounce, complaint, suppression and engagement shifts with safe remediation advice.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAIRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Flow Performance Decay Watch
Flow Performance Decay Watch
For CRM / lifecycle marketing manager · Ready to deploydetects lifecycle automations whose engagement or revenue has materially deteriorated.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAIRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Frequency Pressure Guard
Frequency Pressure Guard
For CRM / lifecycle marketing manager · Ready to deployidentifies over-contacted customers across campaigns and flows.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAIRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Segment Drift Monitor
Segment Drift Monitor
For CRM / lifecycle marketing manager · Ready to deployflags unexpected audience growth/shrinkage or overlap before it damages sends.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAIRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Order Issue Triage
Order Issue Triage
For Customer service manager · Ready to deployenriches tickets with order, payment and fulfilment context and assigns the right queue.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, Jira Cloud, Microsoft TeamsRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Proactive Delay List
Proactive Delay List
For Customer service manager · Ready to deployprepares, but does not send, customer communications for affected orders.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, Jira Cloud, Microsoft TeamsRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Brief Approval Router
Brief Approval Router
For Content manager · Ready to deploysends briefs to the correct legal, SEO, product and brand approvers based on content type.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Brief-to-Draft Pipeline
Brief-to-Draft Pipeline
For Content manager · Ready to deployproduces evidence-backed article drafts with sources, brand rules and approval status.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Campaign Asset Repurposer
Campaign Asset Repurposer
For Content manager · Ready to deployturns an approved core message into channel-specific drafts without auto-publishing.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Content Calendar Builder
Content Calendar Builder
For Content manager · Ready to deploycreates a channel-ready editorial calendar from launches, seasonality and search demand.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Content Freshness Watch
Content Freshness Watch
For Content manager · Ready to deployfinds decaying or outdated pages, explains why they matter and opens refresh tasks.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Editorial QA Gate
Editorial QA Gate
For Content manager · Ready to deploychecks links, claims, tone, formatting, metadata and calls to action before approval.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Evergreen Refresh Queue
Evergreen Refresh Queue
For Content manager · Ready to deployschedules evidence and date checks for high-value guides.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Launch Story Pack
Launch Story Pack
For Content manager · Ready to deploycreates coordinated blog, email and social drafts from verified product information.Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, GeminiRuns on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
Browse the operations you can build with
Browse the operations you can build with
| Resource | Read operations | Write operations |
|---|---|---|
| crmobjects | 5 | 12 |
| crmobjectassociations | 3 | 12 |
| crmobjectassociationdefaults | 0 | 6 |
| cmblogauthors | 2 | 3 |
| cmblogposts | 2 | 3 |
| cmblogtags | 2 | 3 |
| cmhubdbtablerowdrafts | 2 | 3 |
| cmpagelandingpages | 2 | 3 |