Workflows
The blueprint for automation. Workflows are versioned templates that define automated processes. Each workflow orchestrates a series of actions triggered by specific events.
Triggers
Events that start workflows. Triggers can be configured at the account level or for specific user groups. When a trigger occurs, like a form submission or record update, it initiates the workflow with the provided data.
Actions
The steps within a workflow. Actions can be:
- API requests to your endpoints
- Custom JavaScript functions
- Predefined operations from your OpenAPI specification
- Third-party integrations
Like triggers, actions can be scoped to specific user groups, allowing you to control which automation capabilities are available to different users.
Executions
Running instances of workflows. Your customers can:
- Monitor execution logs to track workflow progress
- Review action logs for detailed debugging
- Manage multiple concurrent executions
- Access historical execution data
Schemas
Data structure definitions that exist at multiple levels:
- Account level: Shared data across your application
- User level: User-specific data
- Trigger level: Input data from events
- Action level: Response data from operations
Schemas enable your customers to understand and use available data when building workflows.
Placeholders
Dynamic data insertion points. Placeholders allow access to data from:
- Account configuration
- User properties
- Trigger inputs
- Action responses
Regular data: {{ user.company_name }} Sensitive data: {% api_key %}
Users
Your application's workflow creators. Users can:
- Be automatically created and synced with your application
- Belong to multiple groups controlling access to actions and triggers
- Inherit workflow templates from your account configuration
- Design and manage their own workflows
- Access execution logs for monitoring and debugging
User management is flexible and seamless, allowing you to maintain consistency with your application's user base.
Ready to start implementing? Check out our Quick Start Guide →