Workflows
A workflow is a pre-defined template of actions. This template orchestrates your product's business logic.
Executions
Pairing input data and a workflow template - you get an execution. An execution is an instance of a running workflow. One workflow may have many executions.
Triggers
A trigger is an event that starts a workflow and comes with execution data.
Schemas
A schema is a blueprint for the type of data that will be provided to the workflow, allowing for a better workflow design experience.
Actions
Actions are the steps in a workflow. They are configured to represent your existing business processes. Client admins can set these up during the onboarding process to create actions like 'Update Lead', 'Notify Admins', etc.
Users
As the client admin, you configure your account settings and default workflow templates. Your product's users can design and manage their own workflows.
Placeholders
A placeholder is used to inject dynamic data into a workflow and is denoted by wrapping a field with either double curly braces like {{ your_placeholder }} for regular data or special percent-and-curly-brace syntax like {% secret_token %} for sensitive data.