Introduction

What is a component?#

Components are the building blocks for a workflow. Think of them as "Lego bricks" which you can assemble and connect together to create a workflow. Each component performs a task, and then hands its results to whatever component it is connected to.

Just like Lego, you can build really simple workflows comprised of only a few components...

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...all the way to super complex workflows with lots of components

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Editing, duplicating and deleting components#

Edit component#

To edit a component, either click on it once and then click the edit icon, or double click the component.

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Duplicating a component#

You can copy and paste a component by clicking the copy icon.

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In the dialog, select whether you want to paste the copy into the current workflow, or another workflow.

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To paste the copied component into another workflow, select that workflow from the dropdown:

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The duplicated component will have the same placeholder values as the original component. This means that you will be required to go through the copied component and change all the placeholder values to avoid issues with duplicate placeholder values.

Deleting a component#

To delete a component, click the delete icon.

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Saving a component#

When you are inside of a component, you can save it at any time by pressing the Save button in the top right corner:

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If you exit the component back into the canvas via the back button or by clicking the link to the canvas, the component will also be auto-saved:

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Component terminology#

Input node#

The input node is the entry point into a component, represented by the triangle to the left of a component. Connect the output node to the input node of another component to pass data from one to the other.

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Output node#

The output node is the exit point from a component, represented by a circle on the right of a component. Connect the output node to the input node of another component to pass data from one to the other.

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Types of components#

๐Ÿšฉ Trigger components#

Trigger components are components that act as a trigger of data for a workflow. They are also the only components that can start or trigger a workflow. Trigger components will only have an output node - you can only connect them to other components. Other components cannot be connected into a trigger component.

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There are currently 6 trigger components

ComponentTypeDescription
imgUpload Spreadsheet๐Ÿšฉ triggerStart workflows in bulk by uploading a spreadsheet of data
imgForm Builder๐Ÿšฉ triggerBuild online forms to collect data
imgSchedule Start๐Ÿšฉ triggerstart a workflow at a certain time
imgTrigger from Zapier๐Ÿšฉ triggertrigger a workflow from Zapier
imgTypeform๐Ÿšฉ triggerTrigger and workflow and get data from Typeform
imgWebhook Import๐Ÿšฉ triggerImport data and start a workflow via webhook

๐Ÿ”€ Action components#

Action components are components that can be used after a trigger component. Action components will use data or placeholders from another component to perform a task and then pass new data or components to a subsequent component. They will have both an input node and an output node.

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Action components may also perform a task and not pass any data to another component. For example, sending an email or exporting data via API.

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List of components#

ComponentTypeDescription
imgAirtable๐Ÿ”€ actionCreate or update records in Airtable
imgAPI Export๐Ÿ”€ actionExport data via API
imgAPI Request and Response๐Ÿ”€ actionsend an API request and wait for a response
imgAssign Task๐Ÿ”€ actionCreate an assign a task to be completed
imgUpload Spreadsheet๐Ÿšฉ triggerStart workflows in bulk by uploading a spreadsheet of data
imgCalculator๐Ÿ”€ actionPerform calculations including statistical functions
imgConditional Logic๐Ÿ”€ actionApply conditional logic statements and rules to process data
imgConditional Workflow๐Ÿ”€ actionControl workflow paths based on a conditional statement
imgContent Library๐Ÿ”€ actionStore rich content which can be used in other components
imgCreate Database Record๐Ÿ”€ actionCreate a new database record
imgDocument Editor๐Ÿ”€ actionDynamically generate documents based on a template
imgEmail๐Ÿ”€ actionSend emails using a template
imgForm Builder๐Ÿšฉ triggerBuild online forms to collect data
imgList Transform๐Ÿ”€ actionTransform list type data
imgMerge Workflow๐Ÿ”€ actionMerge multiple workflow paths
imgQuery Database๐Ÿ”€ actionRetrieve a database record using a query
imgQuery Spreadsheet๐Ÿ”€ actionUpload a spreadsheet and run dynamic data queries
imgQuery Workflow Data๐Ÿ”€ actionPull and use data from other workflows
imgSchedule Start๐Ÿšฉ triggerstart a workflow at a certain time
imgSequential Form๐Ÿ”€ actionSend a link to a form which needs to be submitted before the workflow can continue
imgSend Slack Message๐Ÿ”€ actionsend a Slack message to a channel
imgTime Delay๐Ÿ”€ actiondelay the execution of a connection
imgTrigger a Zap๐Ÿ”€ actiontrigger a zap
imgTrigger from Zapier๐Ÿšฉ triggertrigger a workflow from Zapier
imgTypeform๐Ÿšฉ triggerTrigger and workflow and get data from Typeform
imgUpdate Database Record๐Ÿ”€ actionUpdate an existing database record
imgWebhook Import๐Ÿšฉ triggerImport data and start a workflow via webhook