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64 published articles
Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow automation, including its core components—triggers and actions—key benefits, and real-world applications,…
TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up JiraConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (New issue)Step 1: Add the triggerStep 2: Configure…
TABLE OF CONTENTSOverviewAbout the IntegrationKey Benefits of Klaviyo in WorkflowsHow to Set Up KlaviyoConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (Profile added to…
The Manus integration allows you to connect AI-powered task automation directly to your workflows. This enables you to create, manage, update, and continue AI-driven tasks automatically based on CRM activity such as form submissions,…
Workflows • AI • IntegrationsMistral AI: Workflow ActionsMistral AI workflow actions connect language, embedding, and vision models directly to your automations. Use them to generate text, create semantic-search vectors, analyze image-based information, and pass…
We’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the marketplace separately for app installations.TABLE OF CONTENTSNew "Discover" ButtonApp CategorizationGlobal Search…
TABLE OF CONTENTS1. IntroductionWhy It Matters2. Triggers and ActionsTriggers (Notion → Workflow)Actions (Workflow → Notion)3. Getting Started with Notion4. How Notion Triggers WorkSetup Instructions:5. Common Use CasesUse Case 1: Create Notion Docs from Form…
OverviewThe Pause Workflow feature allows admins to temporarily halt specific workflows, pausing the workflow without the need to delete or draft the entire workflow. This feature is especially useful for workflows with seasonal actions…
In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event management. This feature is crucial…
Voice AI • SnapshotsSnapshot Support for Flow-Based Voice AI AgentsPackage, clone, and deploy complex call flows across accounts using SnapshotsWhat You'll LearnFlow-Based Voice AI agents are built with a visual, node-based Flow Builder so…
In this ArticleWhat is Split Action?What are the different types of Split Action?How to use the Split action?Random SplitUse CasesPoints to be noted 1. What is Split Action?Welcome to the Split action—a powerful…
We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor.When "Custom Values" icon is clicked it will…
We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor.When "Custom Values" icon is clicked it will…
TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up TodoistConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (New incomplete task)Step 1: Add the triggerStep 2:…
1. IntroductionThe Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform. Whether you’re capturing leads, collecting survey data, or tracking customer feedback, this integration connects Typeform submissions directly with…
Connect workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling — without third-party tools. This guide explains what the integration is, key benefits, setup steps, available…
In this ArticleWhat is Array Function?How to use new Action Types?Add the ActionAction Type ListAction Type : FindAction Type : FilterAction Type : Find by IndexAction Type : Line ItemsAction Type : Math1. What…
Array FunctionsTo handle array data in workflowSelect Action TypAction Type: FindTo find the matching key-value's in an array of objects and return the objectSelect FieldAll the fields with data type array available in the…
This article explains how to use the AI Analyze Image action in workflows to analyze images with AI vision. You’ll find step-by-step configuration instructions, image URL requirements, how to use the output, practical use…
Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to support you as you create, optimize, and…
