Scheduled Trigger

By Default, polling triggers poll the APIs on predefined schedules. You can customize this schedule to meet your requirements. For example, you can run the polling trigger on the 1st of every month. By default, the schedule setting is not shown in the trigger step. To customize the schedule you want your workflow to run… Continue reading Scheduled Trigger

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Categorized as Triggers

Manage

Manage This section covers sudoing into your end-users to troubleshoot any issues they may encounter.  Your end-users will appear in the manage section once they have accessed the listings page (using the JWT token).  End users will also appear if you have manually created them in the users section. Search for the end-user you want… Continue reading Manage

Creating a User

Creating a user: Once you have created a role, simply add a user by entering their First Name, Last Name, Email, and their associated role. Once you have created a role the user will receive an email notification with their login details.

Creating a Role

Creating a role: Navigate to Roles in the “Account” section and create a name for the role (i.e Admin). Check the appropriate boxes for which the associated users under this role will have access to and which levels of access (Create, Edit, Delete, or View)

Testing & Debugging

Testing a workflow The workflow builder has inbuilt testing and debugging features that help you run the workflow as you build it and correct any mistakes that are made in any of the workflow steps. To test an integration from the builder, click on  “Test Integration”. If there are no trigger events found, then the… Continue reading Testing & Debugging

Formula Builder

Formula Builder The below diagram shows the APIFuse formula builder. There are three sections in the formula builder: Prebuilt formulas (left section) Previous steps output fields (right section) Formula editor (center section) Prebuilt formulas There are a suite of formulas categorized by data types to meet your requirements. In the left section, you will find… Continue reading Formula Builder

Field Mapping

When you build a workflow, you need to map the data from one step to another. For example, type form fields mapped to Salesforce account fields. In some cases, you may want to modify the source field before mapping it to the destination field, for example formatting the number of the amount. The above screenshot… Continue reading Field Mapping

Callable Workflow

Call another workflow Step (Callable Workflow) A callable workflow step will run another workflow. Callable workflows are like functional calls in programming languages. They offer an easy way to reuse workflow logic. Setting up a callable workflow To create a callable workflow you need to set up a trigger as a callable workflow as shown… Continue reading Callable Workflow

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Categorized as Steps

Repeat

Repeat When working with a list of items (e.g. a list of invoice line items), you may need to carry out a set of actions for every item within the list. The repeat step helps you do that. Actions indented within a repeat block will be carried out for all items in the list. The… Continue reading Repeat

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Categorized as Steps

If Else

IF Else Step An IF Else step is similar to an IF then step however, it gives you an additional option to execute a group of steps if a condition is not met (false). This enables you to execute either/or steps. When configuring an IF Then configuration, you just need to set up the condition… Continue reading If Else

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Categorized as Steps