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Automations section

Updated this week

The Automations section - is where all of your integrations are stored.


Automation is a scenario or a rule by which the data is receved, processed and resent within Workflow Builder.

The "Create new automation" button takes you to the Automation Builder to create an automation from scratch.

To divide scenarios into projects, we have added the option to create a group of automations.

Using the filter, you can always view only the running scenarios or find the deleted ones.

Let's take a closer look at all the interface details.

  1. Checkboxes for bulk actions with automations. Selected scenarios can be started, stopped, moved to another group, deleted.


  2. The API sign on the automation cards means that Workflow Builder makes requests to a third-party server automatically every 5 minutes (by standard, you can increase or decrease the request frequency in the Start Schedule tab) and collects new data. If there is no new data, you may see "No new data" in the History tab and the Automation Log tab.


  3. "Start" -- automation must be stopped for editing, it is important not to forget to start it again, to avoid losing data.


  4. Webhook trigger says that the third-party service transmits data to Workflow Builder as soon as the event occurs. For example, when a new transaction is created in CRM or a new order is placed in a store.

  5. Buttons for working with the automation.

    1. switch to the automation settings.


    2. switch to the automation log.


    3. additional options button.

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