Overview
Workflows connect data between your users’ apps and your application
About Workflows
Once your users have connected their third-party app accounts, you can then connect data between your application and your users’ apps using Workflows. Workflows consist of Triggers and Actions, allowing for seamless automation and data flow between applications.
With Workflows, users can easily implement common integration use cases such as pushing data from their application to users’ apps, receiving real-time updates through webhooks, and enabling non-technical teams to configure integrations without coding.
Here are some examples of Workflows for popular integrations:
Slack
Send notifications from your application to Slack channels.
Salesforce
Sync contacts from your application to Salesforce CRM.
HubSpot
Sync contacts between HubSpot and your application.
Google Calendar
Create events in Google Calendar based on events in your application.
The Workflow Builder simplifies the integration process, empowering developers to create seamless and efficient data flows between applications with ease.
Triggers
All workflows start with a trigger, which determines when the workflow will run and how data is passed into the workflow. Triggers are setup in the Start Node
of workflow. Available workflow trigger types include:
Actions
Workflow actions helps you to create complex workflows. You can drag and drop them on the workflow canvas as nodes
of a workflow, inter-connect
and configure them to achieve required flow. These actions can be broadly categorized as: