Workflow Builder
The Workflow Builder is a visual automation tool that lets you create event-driven document generation pipelines. Connect triggers, logic, and actions using a drag-and-drop node editor.
Core Concepts
Workflows
A workflow is an automated pipeline consisting of:
- A trigger — how the workflow starts (webhook, manual, scheduled)
- Processing nodes — logic and data operations
- Action nodes — what the workflow does (stamp templates, send emails, etc.)
- Edges — connections between nodes defining the data flow
Statuses
| Status | Description |
|---|---|
| Draft | Under construction, not actively listening for triggers |
| Active | Live and processing incoming trigger events |
| Disabled | Manually paused, won't process new events |
| Error | Encountered a critical error, requires attention |
How It Works
- Create a new workflow from the Workflows page.
- Add a trigger — typically a Webhook Trigger node.
- Add processing nodes — connect Template nodes, logic nodes, etc.
- Configure each node — set template references, field mappings, conditions.
- Activate the workflow to start processing real events.
Node Types
Trigger Nodes
- Webhook Trigger — Listens on a unique URL for incoming HTTP POST requests.
Action Nodes
- Template Node — Stamps a selected template using data from upstream nodes.
Logic Nodes
- If/Else — Branches the flow based on a condition.
- Switch — Routes to different paths based on a value.
- ForEach — Iterates over an array in the event data.
- Filter — Selects data items matching criteria.
Data Nodes
- Compose — Creates a new data object from upstream values.
- Select — Picks specific fields from the event payload.
- Organization Info — Injects organization metadata into the flow.
info
See individual guides for each node type: