A workflow is a sequence of steps that executes to process a set of data across various applications. It can also be referred to as an automation process that connects various applications together and move data between them. It is usually kicked off by a trigger event and then the various actions defined in the workflow plan are executed in the order specified. A valid workflow must consist of two(2) or more steps. The first step must be a trigger event such as when a record is created, updated or deleted in an application. The subsequent steps, referred to as actions are things to do within an application such as create a new CRM record, update an order in Shopify, send an email and more.

A workflow plan refer to a series of steps for a workflow. Users can create various plans under a workflow, allowing tem to try out various sequences, but only a single plan can be active and running for workflow. Workflow plans are a powerful feature in FlowGat that provide users with a way for testing out various scenarios under the same workflow. You can also create workflow plans as different versions of a workflow, allowing you to use different versions at different periods without the need to create new workflow plans. Think of having different plans for a house, but only a single plan can be built – similarly, a workflow can have multiple plans but only one active plan per workflow

A workflow step is a “unit item” to be processed within a workflow plan. A workflow step can be a trigger step (which kicks off the workflow run) or an action step (which performs a task). Workflow steps are responsible for moving data across applications and are the individual units making up a workflow plan.

A workflow run occurs every time a workflow executes – which means that the trigger step condition was true, and the subsequent step actions was performed. During a workflow run, one or more items may be processed and a workflow run has a start and end time. A workflow run will only happen when the trigger step condition is valid. Click on workflow runs on your “My Workflows” dashboard to see all the runs for the selected workflow.

Yes, absolutely! You can create a copy of a workflow plan, with all the steps and connections and use it to create a new workflow plan. You do not have to start from the scratch every time you need to create a new workflow plan. This feature makes it really easy to build new workflow automations.