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Workflows

Workflows automate actions based on events in your API landscape. Create rules that trigger notifications, create tickets, or export data when specific conditions are met.

How Workflows Work

Workflows follow a simple pattern: WHEN an event occurs, IF conditions are met, THEN perform an action. You can also throttle actions to batch multiple events together.

workflow-create

Workflow Components

Learn more about each component:

  • Triggers - Events that start workflows
  • Conditions - Filters that determine when actions run
  • Actions - What the workflow does (notifications, exports)
  • Throttling - Batching multiple events together
  • Management - Creating, editing, and monitoring workflows

Quick Start

  1. Go to WorkflowsCreate
  2. Name your workflow
  3. Select a trigger event
  4. Configure filters (if applicable)
  5. Add one or more actions
  6. Set throttling (optional)
  7. Save the workflow

For detailed information on each component, see the dedicated pages linked above.

Index

  •    Workflow Triggers

  •    Workflow Conditions

  •    Workflow Actions

  •    Workflow Throttling

  •    Managing Workflows

  •    Webhook Notifications