Overview
Workflows are the heart of automation in your application. Each workflow is a versioned template that defines how processes should execute, combining triggers, actions, and conditional logic.
Workflow Components
Template Design
- Visual workflow builder
- Connect actions with conditional paths
- Set execution order and dependencies
- Configure action parameters
- Save drafts and publish when ready
Versioning
- Create drafts without affecting live processes
- Preview changes in draft mode
- Publish when ready
- Maintain version history
Triggers
Configure what starts your workflow:
- Application events (form submissions, record updates)
- Scheduled recurring events
- API calls
- User actions
Actions
Build processes using:
- Your API endpoints
- Custom JavaScript functions
- Generated actions from your OpenAPI spec
- Webhook integrations
- Conditional logic
- Time-based controls:
- Delays and scheduling
- Wait until specific times (e.g., business hours)
- Wait for events (e.g., approvals)
Managing Workflows
Templates
- Create account-level templates for common processes
- Automatically provision templates to new users
- Share templates within user groups
- Clone and customize existing workflows
Access Control
- Assign workflows to specific user groups
- Control which triggers and actions are available