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Workflows

Learn how Workflows allow you to trigger complex series of actions.
Workflows allow you to trigger complex series of actions when collection items are Created, Updated or Deleted.
For example, you can send a goodbye email to a client when their account is Deleted.
Or you might want to update the client's owner when the client creates a Ticket
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Triggers

Each workflow starts with a trigger. A trigger has three properties
  • Name Useful for identifying your workflow
  • Collection Which collection does this workflow run on, i.e. Users, Companies, or a custom collection
  • Type When this workflow runs, one of;
    • Created - when a new collection record is created
    • Updated - when an existing collection record is updated in any way
    • Deleted - when an existing collection record is deleted

Actions

A workflow can have as many actions as necessary. Actions run sequentially, i.e. one-after-another. This means you can use values from previous actions in your following actions.
Here are the basic workflow actions available

Actions to create, update or delete other records

These 3 actions allow you to create, update or delete other records in your app, including records in external data sources like Airtable, Google Sheets, PostgreSQL or MySQL.
  • ​Create a record This action allows you to create a new record in a given collection. You can specify the fields that it should be created with, including linked fields. For example, you can create a new interaction record when you send an email to a contact
  • ​Update an existing record This action allows you to update an existing record in a given collection, this can include the record that triggered the workflow, or the user that triggered it. You need to specify the ID of the record that will be updated and specify what fields will be updated. For example, you could update a contact record when their account is upgraded.
  • ​Delete an existing record This action allows you to delete an existing record from a given collection. Simply specify the ID of the record that will be deleted. For example, you can delete a contact record if the company they are associated with is deleted.
A note about workflows that create, update or delete other records. When they are run, any other workflow that would be expected to run based on that trigger will not be run. For example, if you have two workflows. Workflow A runs when a record in Table A is updated. Workflow B runs on demand, but as part of it, it updates a record in Table A. Workflow A will not run, to prevent cyclical workflow runs.

Example

The below example shows off each action, using variables from the trigger and from previous steps
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