Workflows

Build visual automations that collect data, generate documents, and deliver the results.

Workflows let you automate a multi-step document process on a visual canvas. A workflow can collect data, choose a path based on that data, generate documents, convert or combine files, and deliver the result.

How a Workflow Works

Every workflow starts with one Form module. Select a published form from Extensions to define the information the workflow accepts, whether a run is started from the hosted form or through the API.

After the Form module, connect the modules that should process the data:

1. Collect information through the workflow form or API.

2. Evaluate conditions when the process has different paths.

3. Map submitted fields to a template and generate a document.

4. Convert or combine files when required.

5. End each path with a delivery module.

Supported delivery modules include Email Delivery, Webhook Delivery, and eSign Delivery.

Create and publish the form from Extensions, then select it in the workflow's Form module.

Workflow Terminology

• Canvas: The visual workspace where you build a workflow.

• Module: A step that performs an action, such as generating a document or sending an email.

• Connection: The link that determines which module runs next.

• Branch: A path selected by a Condition module.

• Version: A saved draft or published snapshot of a workflow.

• Run: One execution of a workflow, started by a form submission, API request, or test.

Example: Sales Contract Workflow

Suppose a sales representative submits customer details and selects a package:

1. The Form module collects the customer and package information.

2. A Condition module selects the Standard or Premium path.

3. A Template module generates the correct agreement.

4. A Convert module creates a PDF.

5. An eSign Delivery module sends the agreement for signing.

The following guides use this example to explain the workflow editor.