Platform Documentation
301 documents
clear filterEmit first non-empty value
Learn how to efficiently evaluate and prioritize multiple conditions in this document. Discover a method to map values from conditional branches, ensuring the first non-empty value is prioritized. Utilize the "emit first non-empty value" action in the Tra
Date/Time Triggers
Learn how to use date/time triggers to activate functions at specific dates or times in this comprehensive document. Discover how the Trigger on Date Time module enables you to define the schedule, while Parameter modules allow users to customize it to th
Automation list
Easily navigate automations on your dashboard with a user-friendly scrollable list. Get instant access to active and inactive automations for efficient management.
Collector
Learn how to use the Collector system utility app to effortlessly collect news articles from CNBC and send a daily email featuring all the articles from the past 24 hours. This step-by-step guide provides detailed instructions, accompanied by screenshots,
Refreshing trigger fields
Learn how triggers in CRM systems can provide dynamic output fields that can be easily updated or added later on. With the ability to emit newly added custom fields by simply clicking the "Refresh Fields" button, these triggers enable seamless mapping to
Action settings
Learn how to customize actions using settings above data fields. Understand the three options available to determine how actions will behave. Get assistance by accessing help information below each setting's name.
Manage menu
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Assembly editor settings
Learn about the different settings available in the assembly editor menu, including scroll speed, snap drag, and service account field display. Discover debugging options such as reporting execution errors, module execution timing, debugging nested module
Browser storage
The Automation Chat Widget has actions that save and fetch data stored in the chat widget user's browser:
Cloning Items
Learn how to clone form elements and containers effortlessly by using a simple keyboard shortcut. Hold the Option key on Mac or the Control key on Windows, and start dragging to duplicate items within your forms. Simplify your workflow with this easy-to-f
Drilling into execution history
Learn more about the "Execution history" screen and how it provides an overview of automation executions. Discover how to access details and view processed data rows for each execution. For a deeper understanding, refer to the comprehensive "Data row hist
Comparing Versions
Learn how to compare different versions of automations and subroutines using a "visual diff" approach. Easily compare the latest version of an automation or subroutine by accessing the Versions menu option. Discover how to compare any two saved versions a
Tags
Find modules and assemblies easily in the assembly editor's catalog. Add or edit tags for items by right-clicking and selecting the Tags option. Tags can be entered with commas, making it simple to search for items using their assigned tags.
Test Account Selection
Learn how to conveniently test an assembly in an app with multiple connected service accounts by selecting different accounts from a dropdown selection list. Easily edit triggers, actions, and subassemblies and execute them in the editor for efficient app
Data-mapped settings
This document explores the concept of dynamically configuring action settings through data mapping rather than static configuration. Learn how to enable data mapping, enter values or map data fields, and ensure that the mapped value matches the expected i
Categories & collections
Learn how to repurpose the folder list on your dashboard to create categories and collections of templates. Discover how to organize individual templates into categories and group multiple automations into collections for easy installation. Find out how t
Batch Jobs
Learn how to effectively use Batch Jobs to schedule and execute assemblies automatically. Discover the three different types of Batch Job modules - Cron, Daily, and Hourly - and how to activate and manage them. Keep track of the number of times your Batch
Obtaining a step number in graphical history
Learn how to easily obtain step numbers in the graphical history view by right-clicking on actions. Copy the step numbers to your system clipboard for seamless navigation.
Create a group
Learn how to group actions in a software program with this comprehensive document. Follow step-by-step instructions to select specific actions, create and name groups, and even delve into creating nested groups for enhanced organization. Upgrade your soft
Change password
Learn how to change your password easily and securely on our platform. Follow simple steps by accessing the Manage account option in the account menu, located conveniently at the top right corner. Click on the Change Password link, enter your current, new
Account Management
Learn about the identical account management system in the Assembly Editor and the Automation Editor. Find detailed information in the document with the ID zOb21gM-iPM7R3--8rUhS.
Connecting app accounts
A form app can perform the workflow to connect an app account, same as is done in the automation editor's "Connections" screen [**Adding an app connection**]()
Embedded Forms
Learn how to easily embed a form on any webpage with this helpful guide. Follow the step-by-step instructions and view accompanying images to obtain the form's embed code. Discover how a simple line of script code, along with a <div id="embed_apiant_form"
Data row history
Learn how to use the execution history screen in this document. Discover how to view processed data rows for automations and explore individual data row processing histories. Additionally, find out how to search and filter data rows using simple AND/OR lo
Default Rate Limit
The system can optionally enforce connection-level rate limits for making API calls
Autosaved automations
Learn about the autosave functionality in an automation system that periodically saves edits and prompts users to load the autosaved version if the browser session is closed. Discover why this feature is not meant for dependence and should only be utilize
APIANT for Builders
APIANT is a leading platform providing seamless integration solutions for systems integrators, enterprises, and developers. Empower your business with the convenience of accessing our platform through a shared server, an AWS-managed dedicated server, or r
Alert email options
Learn how to manage email alerts for timeouts and processing errors in our system. Discover how to disable and enable these alerts based on your preferences with a few simple clicks in the menu. Stay on top of your system's performance and troubleshooting
Determining when a polling automation will execute
Learn how to determine the next scheduled time for a polling automation with our intuitive countdown schedule timer. While the execution of the automation might be subject to system processing load delays, we'll also explore how defined execution windows
Catalog
This document provides a comprehensive overview of the assembly editor's catalog, highlighting its various features and functionalities. Discover how this catalog encompasses a wide range of modules, assemblies, and subassemblies, both public and private.
Action Assemblies
Learn about input, error handling, and output of Action assemblies in an automation system. Find out how to define input data fields, handle errors, and format outputs for API sending. Discover how to skip data rows or extract output data fields. Ensure y
Editor functionality
Learn about the powerful assembly editor featured in this document, offering a code-free solution for constructing intricate solutions. Delve into the subsections to gain extensive insights into the editor's impressive functionality and extensive range of
Action functionality
Discover how actions are the building blocks of workflows and how they can revolutionize efficiency in this document. Explore the benefits of automating repetitive tasks and learn how it can translate into significant cost and time savings.
Dashboard
Learn how to efficiently organize your automations using the dashboard in the automation editor. Streamline your workflow and maximize productivity with this user-friendly feature. Start managing your automations easily today.
Automation Alert Reports
Learn how to configure automation alert reports in APIANT and customize the delivery frequency and recipients. Find out how to avoid overwhelming email notifications by adjusting settings.
Embed Inline
Learn how to effortlessly embed and utilize the ingenious Inline feature on any web page with the help of this comprehensive code tutorial. Discover step-by-step instructions for creating an account, installing templates, and efficiently managing automati
Automation Templates
Discover how automation templates can simplify and streamline your development process. Learn how to leverage these handy tools to maintain a centralized automation logic that can be easily shared across multiple accounts. Say goodbye to the hassle of cre
AI field mapping assistant
If your system is configured to do so, an AI field mapping assistant will be available to assist you with field mappings:
Adding an app connection
Learn how to connect apps to your account with this comprehensive document. Discover the most common method through building automations in the editor and let the system guide you in creating a new connection for an app. Alternatively, use the Connections
Halting execution
Learn how to check the execution status of an automation and halt it if needed. Discover how to use the automation's history screen to monitor progress and stop the process with a simple click. Make sure your automation is running smoothly with these help
Module Browser
The module browser is a convenient tool that enables users to easily access and explore the implementation code of various modules within the system. This includes the highly valuable Module API classes. Within the catalog, the Module API classes take pre
Add a folder
Learn how to add a new folder with just a few clicks! Simply click on the designated icon, and effortlessly name the folder according to your preference. Streamline your organization and increase productivity today.
Break Iterator
Learn how to effectively use the break loop to halt loops in this informative document. Discover how it works when a specific condition is met, and understand that break loops only affect the nearest loop. Gain insights into handling nested loops and thei
Creating a subroutine
Learn how to create a new subroutine in the automation editor with this step-by-step guide. Discover how to open the subroutine catalog, create a skeleton subroutine, customize trigger and input data fields, apply trigger filters, add actions, configure i
Obtain a link to a processed data row
Learn how to easily obtain a URL link for data row history entries in just a click. Accessing the link icon will automatically copy the link to your system clipboard, ensuring quick and efficient sharing of data history.
Replace text in action field mappings
Learn how to efficiently replace text in action field mappings with this document. Follow the provided instructions, which include performing a search, entering the replacement text, and witnessing the search results update accordingly. Keep in mind that
Account Management
Discover the key features and capabilities of account management in this informative document. Learn how to effectively manage your accounts and maximize their potential.
Array Data
Learn how to receive and display array data in a form with this comprehensive document. Discover how to generate sample array data using the "parse array elements from text" action, set up the form design including multi-input and line containers, and map
HTTP, XML, and XPath
Learn about HTTP, XML, and XPath with this document. Discover the supported XPath functionality in assembly modules, with examples and a comprehensive table. Enhance your expertise by utilizing the Extension - Server-Side Script module for advanced XPath
APIANT Inline
Learn how to install polling automation templates from any webpage with APIANT Inline, even if you are not familiar with the APIANT system. Embed APIANT Inline on your webpage using an API Key, exclusive to your domain.
Supported functionality
Learn how to install and configure automation templates with APIANT Inline. This document explains how to access the UI, theme it, and fetch active and inactive automations. Discover how to turn automations on and off without accessing the automation edit
Alert Mappings
Learn how to utilize the system's alert mapping functionality to generate informative alert messages in email reports. Discover the three levels at which alert mappings can be defined: trigger/action level, automation level, and system level. Explore how
Community Forum
Get technical support for low-priority integration issues and benefit from the knowledge of the integrator community on the APIANT technical support forum. Visit [https://forum.apiant.com](https://forum.apiant.com/) today. For urgent assistance or unsuita
App Assemblies
Learn how to effectively use app assemblies in the APIANT catalog for seamless app integrations. This document delves into the various methods for obtaining and validating user credentials in order to make API calls on behalf of trigger and action assembl
Module Definition
Learn how to define and preview a module's appearance in the assembly editor with this document. Discover how each user interface component is named for easy access to its value in the implementation code.
AI chatbots
The system provides a customizable chat widget that can be embedded into any web page:
Disconnecting an app account
Learn how to disconnect an app account and avoid any disruption in live automations. Simply click the trash icon and confirm the disconnect. Keep in mind that by doing so, your automations will be turned off. If you decide to reconnect the same app connec
Execution management
Looking for guidance on managing automation execution? This document offers valuable insights and tips to streamline your automation processes effectively. Learn how to optimize execution management and enhance productivity with our expert recommendations
API Credentials Management
Learn how to manage API credentials in the Keyvault system. This document explains how the root admin account's Keyvault contains all necessary API credentials for publicly used apps. Discover how to access and manipulate Keyvault items through the Admin
Error handling
Learn about the different error handling options for configuring actions in this document. Find out how the "halt on any error" option can stop the process if any error occurs, the "continue on non-critical error" option can ignore non-critical errors and
Searching for actions in graphical history
Improve your workflow with our graphical history view feature. Easily search for specific actions based on output data, name, settings, or field mapping content. Locate actions quickly by step number. Our intuitive editor highlights matching actions in ye
Delete a folder
Learn how to efficiently delete a folder on your device. Simply hover over the folder, open the gear menu, and select the Delete option. Discover how this process instantly removes the folder while safeguarding any essential automations by moving them to
Deleting a subroutine
Learn how to delete a subroutine in just a few clicks by following these easy steps. Discover the important caveat of not being able to delete subroutines that are referenced by other parts of the program and find out how to check if a subroutine is refer
Form Actions
Learn about form actions in the Human Interaction app and how they create forms with optional data mappings for dynamic content. Discover how form actions generate unique form URLs and can be shared via email. Explore the "await form submission" action th
Building an AI chatbot
This is the simplest AI-powered chatbot automation:
Manual execution
Learn how to manually execute automations without an instant trigger by using the "play button" icon on the dashboard. Understand that while the automation may be delayed due to system load, the processing status can be tracked on the processing history s
Processing menu
I'm sorry, but without any specific information or document to work with, I cannot create an SEO description. If you provide me with relevant details, I'll be happy to assist you.
Folders
Learn about the efficient organization of automations with folders in this informative document. Explore the benefits, strategies, and best practices for grouping automations into folders, ensuring a streamlined workflow and improved productivity.
Form Templates
Learn how to effectively use templates in a design editor with this comprehensive document. Discover how to save and reuse templates, view available options, and replace current designs. Additionally, find out how to save your own form template designs an
Assembly versioning
Learn how the system tracks and stores assembly edits with detailed version history in this informative document. Discover how users can open and access previous versions, compare them with the current version, and easily revert back to a saved version. E
Date Time
Improve your automation efficiency with the Date Time system utility app. Schedule triggers for specified times and use them alongside other polling triggers. Pause or snooze automations with the Date Time actions. Convert date and time values effortlessl
Retrying multiple errors
Learn how to use the "Errors" filter in the execution history screen to easily identify and resolve errors in your document. With the "Retry all errors" button, you can efficiently retry failed transactions based on your search and date criteria. Choose b
Open all groups
Learn how to quickly expand all collapsed groups at once in the editor by simply right-clicking on the background and selecting the "open all groups" option. Improve your efficiency and enhance your editing experience with this handy tip.
Filter by folder
Learn how to easily filter your list of automations by clicking on folders - the perfect solution for organizing and managing your automations efficiently.
Copy an automation
Learn how to easily copy automations in just a few steps. With the gear menu option, users can duplicate existing automations effortlessly. Customize the newly created automation in the user-friendly automation editor before saving it for future use. Stre
Retrying a single errored data row
Learn how to retry errored data rows from a second-level data row history screen with this comprehensive document. Discover how a simple click of the Retry button can initiate a retry, and explore the various retry modes available, such as reusing stored
Replace text in action names
Learn how to replace text in action names with ease using this step-by-step guide. Discover how to perform a search, enter the replacement text, and see the total number of replacements made. Streamline your editing process and save valuable time with thi
Executing a form automation
Learn how to use the "execute automation" action in the System app to enable form submissions within a child automation. Discover how the "executed by automation (instant)" trigger can be utilized to ensure that the child form automation remains active an
Concurrency
Learn how to control and optimize the number of automations running simultaneously with concurrency controls. Discover how setting the right concurrency limit can drastically improve the processing speed of automations with webhook instant triggers and wh
Deleting content
Learn how to delete unreferenced content from your catalog by following a simple step-by-step guide. Find out how to check an item's references and avoid any error messages when deleting.
Copy-paste a single item
Learn how to copy and paste items in an automation diagram with this helpful document. Discover step-by-step instructions for copying single items and pasting them in different locations. Find out how to copy and paste multiple items at once by referring
Changing the mapped parent action
Learn how to modify field mappings in an automation diagram with this helpful guide. Discover how to replace the "get client" action with a more effective option by clicking the swap arrow icon and selecting a new parent action. Be aware that the new pare
Dynamic Lists
Learn how to dynamically populate value lists in form elements using automation array data. This document includes a step-by-step example of creating arrays for Dropdown and Multi-Select List elements using "parse array elements from text" actions. Discov
Deploying templates
Learn how to effortlessly browse and deploy templates into your account with just one click. Our document also provides valuable insights on how support staff can manually deploy templates to multiple user accounts. Discover essential tips and tricks for
Close account
Learn how to close your account and cancel your subscription by following these simple steps. Click the Close Account link after opening the Manage account menu option, confirm your password, and then confirm your decision to close your account. Consider
Export Triggers
Learn about export triggers, which allow you to perform bulk data exports from one system to another. These triggers fetch API data in a paginated manner, ensuring all data is retrieved. While export automations can only be initiated manually with no on/o
Error Handlers
Normally, when a module raises an error the assembly halts execution immediately and reports the module's error mesage
Trigger filters
Learn how to effectively apply trigger filters in order to selectively process data rows based on specified criteria. Discover how to define trigger filters by selecting a trigger-emitted data field, setting the desired criteria, and entering a value, if
Array Iterators
Explore how automation loops are distinct from traditional programming loops and how they iterate through arrays of data values. Unlike programming loops, automation loops do not rely on variable increments. Learn how loops are added and their scope deter
Execution history
Learn about the importance of automation execution history and its retention in this informative document. Discover how the number of processed, filtered, and errored data rows are recorded and stored, along with billing units for subscription plans. Expl
Copy-paste field mappings
Learn how to easily configure similar actions by copying and pasting field mappings. This document provides step-by-step instructions on how to copy field mappings between actions, saving time and improving efficiency. Discover how this process can stream
Delete an automation
Learn how to easily remove automations in just a few simple steps. Click on the gear menu option and confirm the deletion to efficiently streamline your workflow. Optimize your productivity today.
Exporting assemblies and modules
Learn how to export assemblies and modules in a downloadable format from the catalog using the "Export" permission. Find out how to export the currently opened assembly from the File menu. Discover the process of importing the exported file into a system.
Configure your timezone
Learn how to update your APIANT account timezone to ensure accurate dates and times for your automations. Follow our simple steps in the Manage Account menu option and select your desired timezone from the dropdown list to make the necessary changes.
Gear Menu
Learn about the automation gear menu and its powerful features for overseeing and controlling the automation process in this informative document. Discover the two distinct sections of the gear menu, namely, the Processing Submenu and the Manage Submenu,
Development Server
Learn how integrators can benefit from having a dedicated development server to safely test and deploy automation templates without affecting production automations. Discover how changes to templates can be efficiently deployed to all linked accounts afte
Graphical history view
Learn about a graphical history view that visually demonstrates the execution of triggers and actions on a single data row. Highlighting successful executions in green, non-executed elements in gray, and errors in red, this document provides valuable insi
Retrying multiple errored data rows
Learn how to retry errored data rows from the second-level data row history screen with this document. By applying the Error filter and utilizing the Retry All feature, users can easily initiate a retry. Choose between reusing existing stored data or fetc
Search by action name
Learn how to efficiently search for actions by their names with these simple instructions. Open the search, select "action names" as the search criteria, enter your query, and voila! Our editor will effortlessly expand collapsed groups, highlight the best
Gated Triggers
Learn how gated triggers work and how they can be easily implemented for specific threshold criteria. Discover how to configure the threshold value using the Trigger (Gated) and Parameter modules, enabling the trigger to fire only once when the desired co
Chatbot goal automations
Goal automations provide a mechanism to steer the conversation with the widget user such that distinct goals are accomplished
Searching execution history
Learn how to effectively search the execution history of a system using search terms and advanced filters. Discover how to use AND/OR logic for search phrases and filter your results based on different criteria such as success/errors, awaiting form submis
Notify when done
Learn how to receive email notifications for completed automations. Follow simple steps to set up email notifications in the automation history screen and stay informed about the processing history.
Group actions
Discover the exclusive actions available in the Group menu of our interface, tailored to meet the needs of your selected folder or group. Enhance your productivity with this intuitive tool.
API Integrations
Learn how the Automation Editor utilizes assemblies in the Assembly Editor to build various apps, triggers, and actions. Discover how modules within these assemblies enable seamless configuration of these components. Uncover powerful assembly logic that e
Submit Button
Learn how to customize the default Submit button on forms by simply clicking on it. Discover how the default button inherits the Highlight Color and explore the benefits of using the Submit Button element for increased control and customization. Find out
Download subroutine XML
Learn how Assembly Developers can easily access and analyze the XML definition of subroutines in order to troubleshoot field mapping errors. Improve your application development process with this helpful document.
Data Transforms
Learn about the importance of data conversion and manipulation, specifically concerning datetime formats. Explore a comprehensive system that provides a wide range of data transform actions, conveniently organized by data type in a user-friendly menu. Fin
Rename a group
Learn how to easily rename a group by following these simple steps. Open the group, click on the 'Rename' button, enter a new name, and click 'OK'. Update your group names effortlessly with this helpful guide.
RSS Feeds
Learn how to generate and format an RSS feed for your blog or news articles using assemblies. This document provides an example using the Emit RSS Feed module and the Data Nodes - Serialize module to save the feed contents as a file on the server. Improve
Disabling data storage
Learn how to configure an automation system to disable data storage to ensure compliance with US patient privacy HIPAA law. By following a simple menu option, you can disable automation logging and prevent the system from storing any processed data. While
Trigger settings
Learn about trigger settings and their functionality in this informative document. Discover how to access help information for these settings and explore the process of creating a new app connection. Get step-by-step guidance on connecting a new account t
Editing connection notes
Learn how to edit and save connection notes effectively with this comprehensive document. Find step-by-step instructions and insightful screenshots to guide you. Discover important precautions including why storing sensitive information in these notes, wh
Automatic Error Retries
Learn how the system's configuration setting allows for automatic error retrying with a range of retry schedules, from 1 minute to 4 hours. Discover which errors are considered retryable, such as HTTP status codes >= 500 and communication-level errors, an
Autosaved assemblies
Learn how automations are saved in the system's database as they are edited, with a helpful autosave feature that prompts users to load the last autosaved version if edits are not saved before closing the browser session. Discover why it's important to sa
App Connections
Learn how to manage your app connections in APIANT's Connections menu. From storing encrypted user information to setting up multiple named connections for each app, APIANT makes it easy to send and receive data securely using APIs. Get started with the d
Subassemblies
Learn about subassemblies in assembly diagrams, which promote functionality re-use and reduce wiring diagram complexity. They can be easily dragged from the catalog and placed within other diagrams, appearing with a distinctive blue window in the editor.
Form Apps
Learn how to create an efficient automation that displays multiple form screens with conditional logic, waiting messages, and progress indicators. This document provides step-by-step instructions on building forms, indicating subsequent screens, and displ
Module Description
Learn how to properly reference and link a sample assembly in a module's catalog entry with this comprehensive document. By including the assembly UUID in the description, you can effortlessly add a button to the module's help information, allowing users
Viewing input/output
Easily track and monitor triggers and actions in real-time with graphical history. Hover over each one to view detailed input and output information. Enhance your user experience and optimize your workflows effortlessly.
Determining an automation's folder
This document provides step-by-step instructions on how to locate a specific automation folder by accessing the "All" folder and using the gear menu. Easily find and display the desired automation folder with this handy guide.
Searching the list
Learn how to search for automations in the dashboard list using multiple methods and find exactly what you need. This document includes step-by-step instructions and screenshots for searching by name, number, tag, implementation content, and execution his
Feed
Increase efficiency and automate news article generation with the Feed system utility app. Monitor RSS, Atom, and RDF news feeds, create your own RSS feed, and easily filter and read other feeds. With trigger-based monitoring and customizable actions, sta
Publishing templates
Learn how to easily publish a template automation on both non-development and development systems. Follow the step-by-step instructions in this comprehensive guide, including referring to the designated "templates" account for non-development systems, and
Conditional branches
Learn how to use conditional branches in your automations to customize execution paths based on specific criteria. By simply clicking on a "plus" icon and selecting the option, users can easily configure the condition's criteria. These criteria are usuall
Copy-paste multiple items
Learn how to efficiently copy and paste actions from automation diagrams with this comprehensive guide. Discover the straightforward steps, including right-clicking on the desired items, selecting copy options, and effortlessly pasting them elsewhere. Whe
Forgot password
Learn how to reset your password and regain access to your account. Request a password reset link by signing in with your email address and a temporary password. Once you click the button, the reset link will be sent to your email. Don't forget to change
Web Services
Learn how web services work and how they can be utilized to create REST-style API endpoints. Discover the different output formats available, such as XML, JSON, and CSV. Understand how input can be received through query parameters or a POST payload. Expl
Finding a connected app
Easily find a specific app from your list of connected apps by using the real-time search feature. Quickly search by app name and locate the app you need with ease.
Settings annotations
Learn how to deploy and configure templates in your user account with this comprehensive document. Discover how templates guide you through the app account connection and automation configuration process. Control the settings that require configuration du
Importing an automation
Learn how to import a previously exported automation file with step-by-step instructions. Choose between Standard Import and Create New options, update existing automations and retain unique identifiers. Ensure all referenced apps, triggers, actions, and
Edit description
Learn how to update and customize subroutine descriptions in the catalog easily. With just a right-click and a few clicks, users can modify subroutine descriptions and see the changes at a glance. Enhance efficiency and organization by effortlessly editin
Sorting the list
Learn how to effectively utilize the sort menu in the automation list with our comprehensive guide. Discover how you can easily organize automations by name or ID, and even find the newest automations in descending order. Understand how sorting by runtime
Search by action setting
Learn how to search for specific settings in a program's actions with this step-by-step guide. Discover how named settings can be identified and find actions with desired values effortlessly. Explore other search options and further assistance through the
Your first assembly
Learn how to build a basic assembly and create a widget that shows the latest article titles from the CNBC news feed. This tutorial provides step-by-step instructions and screenshots on fetching XML data, using modules like HTTP Transaction and HTML Rende
Viewing item details in history
Learn how to easily view and access trigger, action, conditional, and loop details and settings using a graphical history view. Find out how to click or hover over items to access the details, as well as how to use the Details button. Discover the debug l
Integration Decision Trees
Streamline your integration decision making with a comprehensive range of decision tree diagrams. Our diagrams cover everything from app integration to assembly reviews, providing a visual representation of the process. Whether you're dealing with OAuth a
Deploying automations
Learn how to efficiently deploy automations to multiple accounts in a system. Users with "Deploy Automations" permission can effortlessly copy automations to other accounts. One automation can be easily deployed through the gear menu's Deploy option, whil
Building Automations
Learn about the automation editor, a powerful low-code tool for creating automated workflows. Connect triggers to actions effortlessly and efficiently. Explore the subsections in this document to find in-depth guidance on building automations. Supercharge
Module Implementation
Learn how to edit and compile module implementations using the code editor with this comprehensive document. Whether you're working on JavaScript implementations for the browser or Java implementations for the server, this guide will walk you through the
Ungrouping
Learn how to remove grouped actions while preserving the integrity of individual actions by following simple steps. Open the group by clicking the Open button and then click the Ungroup button. Master this technique to efficiently ungroup actions in your
Module IDE
Learn how to enhance assembly functionality with APIANT by creating new modules using the Module IDE. Discover how the system offers extension modules for Java, JavaScript, and PHP, but emphasizes best performance with native modules. Access the Module ID
Processing History
Learn how to easily access the detailed processing history of any automation by clicking on its history icon, conveniently depicted as an image. Stay informed about the steps and actions taken by the automation and ensure smooth performance.
Importing assemblies and modules
Learn how to import assembly or module files into a catalog with this informative document. Choose your item type, select the file, and effortlessly import it by right-clicking or using the File menu. Be cautioned about using exports as an archive, as sys
Form Designer
Learn how to use the form designer tool to effortlessly create forms with a simple drag and drop interface. Customize your forms by adding elements from the left-side catalog, adjusting attributes on the right side, and even resizing elements as needed. G
Assembly Editor
Discover how the assembly editor, a powerful low-code tool, streamlines solution development with its drag-and-drop feature. Easily create automations, REST-style endpoints, batch jobs, and browser widgets with the help of assembly diagrams. Effortlessly
Field mappings
Learn how to effectively use input fields in an automation system with this comprehensive document. Discover how to add both static text and dynamically inserted data values, as well as access helpful resources like help text and available mappable fields
Chatbot tool automations
Tool automations can be built that extend the functionality of the AI model
Assembly development cycle
This document outlines a system that facilitates the development cycle for assemblies. With the "Assembly Reviewer" permission, developers can submit their work for review and receive valuable feedback from reviewers. Through comments and review request e
File
The File system utility app enables users to easily create temporary files on the server with customizable text content. Users have the flexibility to provide a specific file name or let the app generate a random one. The app conveniently provides a URL t
Turn off filtered data row recording
Learn how to optimize storage space and improve search performance in your system by unchecking the option to record filtered records. Discover the benefits and considerations of this feature to efficiently manage large amounts of data and ensure effectiv
Disabling logging
Learn how to manage and save filesystem space by disabling automation logging in this document. Access default debug logs for triggers and actions, stored as ZIP files, through a graphical history view. Troubleshoot efficiently with the information provid
Find a folder
Learn how to efficiently search for specific folders using the search field above the folder list. Discover how the search results are instantly filtered as you type, ensuring a seamless and time-saving user experience.
Datafiles
Discover how automations can efficiently capture and store information in datafiles for seamless integration with other tools. Our document outlines the initial functionality, such as generating daily CSV files with the option to append data. You can conv
Polling Triggers
Learn how to use polling triggers to periodically check an API for new or updated data in this informative document. Discover why webhooks are preferred, but when they're not available, polling triggers can be a useful alternative. However, be aware that
Cloning items
Learn how to quickly clone modules and subassemblies on both Mac and Windows with this easy-to-follow guide. With just a simple key combination, you can duplicate elements effortlessly. Find out how to hold the Option key on Mac or the Control key on Wind
Executing a subroutine
Learn how to find and execute a subroutine in a system app with this comprehensive document. Discover the step-by-step process, from searching for the "execute subroutine" action to configuring the input fields and saving the settings. Easily access the o
Copy-paste via clipboard
Learn how to easily copy and paste action items between browser sessions and tabs using this document. Enhance your productivity by following simple steps such as selecting desired items, copying them to clipboard, and pasting them into another session. A
Default automation settings
Learn how to configure default settings for new automations in just a few simple steps. Access the Settings options in the account menu to effortlessly set up your preferences, ensuring that all newly created automations adhere to your specific requiremen
Refreshing action fields
Learn how to dynamically determine input and output fields for actions with our document! Discover how CRM actions, such as adding a new contact, can have custom fields and how the "Refresh Fields" button can update automations when new fields are added t
Unlinking deployed automations
Learn about the concept of linked automations in this document. Discover how they can be deployed to accounts and how they can be updated if the parent automation is redeployed. Find out how to unlink an automation to prevent future updates and make it a
Latch groups
Learn how latch groups can enhance synchronization in your automation process. Discover how parent automations can wait for multiple child automations to finish before proceeding, by using the "execute automation" and "wait for latched automation" actions
Protocol Thread Triggers
Learn how to use Protocol Threads with this informative document. Discover the two variations, Unary Protocol Threads and Per-Trigger Protocol Threads, and how they continuously run on the server. Find out how to create freeform threads or webhook listene
Form Triggers
Learn how to use form triggers and URLs to allow visitors to access and submit input on a form. Discover how to edit triggers using the drag-drop form designer and obtain the form's URL from the form designer or dashboard. Explore how automation actions c
HTTP
Learn how the HTTP system utility app allows you to easily fetch data from a URL and make REST-style API calls using various HTTP verbs. Discover how you can customize the app's functionality by copying the HTTP action in the Assembly Editor to create you
Templates catalog
APIANT is a user-friendly platform that offers non-technical users ready-made automation templates. With just one click, these templates can be installed, granting users effortless access to automation solutions. Moreover, integrators have the option to p
Copy-paste items
Learn how to copy and paste items seamlessly in your editor with this helpful guide. Discover the step-by-step process of selecting, right-clicking, and using the Edit menu for efficient copying and pasting. Overcome slight offsets when pasting using the
Service Accounts
Learn about how the assembly editor uses the term "service account" and how users can create and manage multiple service accounts with unique names. Discover how these accounts are associated with necessary API credentials and how certain modules in the A
Determine if an automation is referenced
Learn how automations in this document can be executed and controlled using specific system actions. Discover how to check if an automation is referenced by another automation using the gear menu option. Be aware that there are alternative actions that ca
Move automation to a folder
Learn how to easily move your automation to a specific folder in just a few steps. Access the gear menu of the automation, navigate to Manage, and click on Move to Folder. Find your desired destination folder from a list of scrollable folders and effortle
Making content public/private
Learn how to easily control the visibility of your content with this step-by-step document. Discover how to switch between public and private settings by simply right-clicking your content in the catalog. Additionally, find out how to make your private co
Listing automations using connection
Get insights into unencrypted connection information and troubleshoot connection problems with ease. This document introduces a prompt that prompts you to enter your account password, enabling seamless viewing of crucial connection details. Enhance your t
Module Properties
Discover the untapped potential of module properties in web browsers with our comprehensive document. Explore how these properties enhance visual modules and gain insights on their undocumented features for unrivaled functionality. Maximize your understan
Building Assemblies
Learn how to develop low-code drag-and-drop solutions with the assembly editor, an efficient tool for streamlining solution development. Discover step-by-step instructions and valuable insights on creating assemblies using this user-friendly tool. Boost y
Automation Editor
Learn how to use the automation editor, a powerful tool designed to effortlessly create and manage intricate automation workflows. Accompanied by the Assembly Editor, a user-friendly low-code solution for integrators, you can easily build app connections,
Linked Accounts
Learn the benefits of using separate APIANT accounts for each group within a business and how to configure linked child accounts with the help of the support team. Easily access and manage automations and data for each linked child account through the Swi
Shared App Connections
Learn how to share a single app connection among multiple user accounts for efficient workflow automation. Discover the benefits of using a setup account to create shared connections, enabling seamless access and usage by all accounts in the system. Enhan
Search by field mappings (cloned)
Learn how to search for actions with specific values in their input fields with this comprehensive document. Follow step by step instructions on utilizing the search function, selecting "field mappings" as the search criteria, and entering your desired va
Key Concepts
Learn about automation in APIANT and how it can save you time and money. Discover triggers and actions, including instant webhooks, polling triggers, date time triggers, and two-way sync triggers. Explore the benefits of using subroutines and learn about
Conversation memory
The Automation Chat Widget provides two actions for saving and recalling values from conversation memory:
Managing Automations
Learn about the extensive capabilities and impressive features of automation management in this informative document. Discover how this powerful tool can streamline processes, increase efficiency, and revolutionize your business operations.
Trigger Assemblies
Learn about the different types of trigger assemblies in automation systems such as polling triggers, date/time triggers, gated triggers, webhook triggers, protocol thread triggers, and export triggers. Discover how each type executes actions based on spe
Tenants and Linked Accounts
Learn how a physical server can be divided into multiple tenant systems with separate databases and directories. Discover how tenants have their own user accounts and can be managed through the Admin Console. Find out how signing into the system works whe
Managing stored data
Learn how to manage your account data with our user-friendly menu option. Accessible to users with specific permissions, this feature enables you to easily view, search, and sort your stored data by creation date. You can also effortlessly perform actions
Export subroutine
Learn how to export subroutines as downloadable files in a system. Users with the necessary permission can easily download and import subroutines. Avoid using subroutine exports as an archive method, as it may not be compatible with future system releases
Templates dashboard
Learn how to effectively manage and deploy templates using the templates dashboard. Discover how the automations within the templates account ensure data processing efficiency. Easily switch templates between public and private, with public templates show
Obtain an item's UUID
Learn how to quickly obtain the universally unique identifier (UUID) for any assembly or module in our catalog. Simply right-click on the item, choose "Get UUID," and easily copy it to your computer's clipboard for seamless integration.
Webhook Triggers
Learn about webhook triggers and how they are activated when data is pushed to a webhook URL by a third-party system. Discover the different variations of webhooks, including those with one event type per URL, those with multiple event types per customer
Styling a Form
Learn how to customize the appearance of UI controls on a form by adjusting colors and corner radius on the design canvas. Embed the form on a webpage effortlessly with its transparent background, perfectly blending with the page's design. Take control of
External account association
If your business is hosting the chat widget on your web pages, you may want to identify the user based on information your system already knows
Copying a step number
Learn how to easily obtain the unique step number of an automation item for effective troubleshooting and seeking assistance. Simply right-click on the item, select "copy step number", and use it to efficiently search for the desired item.
Rate limits
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Testing actions
Actions can be individually tested in the automation editor via the Test button in their settings:
Manage account data
Learn how to manage account data with the "Switch Account" and "Assembly Developer" permissions. Access the menu option under the Account menu to view data stored by automations in the account scope. Conduct quick searches using text entry fields and empl
Key Concepts
This document explores the key components and concepts of assembly diagrams in a software system. It covers the assembly editor, data streams, module deprecation, JSON and XML data formats, module functionality, subassemblies, wire connections, XPath for
Rename a folder
Learn how to rename a folder on this platform by following these easy steps. Find out how to access the gear menu, choose the Rename option, and enter a new name for your folder. Simplify folder management with our quick and straightforward tutorial.
Downloading the automation XML definition
Improve workflow efficiency by utilizing the XML definition of an automation in Salesforce. With the "Assembly Developer" permission, you can easily access this option through the gear menu and use it to identify any field mapping errors, ensuring seamles
Search by field names
Learn how to search for actions with specific values in their input fields with this comprehensive document. Follow step by step instructions on utilizing the search function, selecting "field mappings" as the search criteria, and entering your desired va
Module Settings
This document provides a comprehensive overview of a drag-drop designer tool that enables users to conveniently configure various additional settings for module behavior. With a convenient preview feature and easy accessibility through a module link, thes
Editor functionality
Learn about the extensive functionality of the automation editor, which allows you to effortlessly create sophisticated automation workflows. Discover how this tool empowers you with its wide range of features, eliminating the need for coding. Find detail
Debug mode
Learn how to activate the assembly editor's debug mode and unlock its powerful advantages with this comprehensive document. Discover step-by-step instructions on managing the debug window, from opening and closing to clearing, minimizing, and resizing. Ex
Human interaction
Learn about the functionality of the Human Interaction utility app, which includes a trigger for new native form submissions. Discover how to create native forms, manage moderation queues, and await approval or denial. Find more details in the "Forms Over
Multi-Factor Authentication
Accounts can be configured to require multi-factor authentication, where an additional verification step must be performed during sign-in
Obtain a subroutine's UUID
Learn how to easily find a subroutine's unique UUID in this document. Simply right-click on the subroutine and select the specified menu option to reveal the UUID. Copy it to the system clipboard with a single click of OK.
Edit automation notes
Learn how to use the gear menu option to easily edit notes in an automation. Customize your notes with any important information you want to remember later. Step-by-step instructions and images included for a seamless editing experience.
Delete items
Looking to effectively delete items from your document? Learn how to easily select and delete items by following these simple steps. Choose between right-clicking on the editor's background or using the Edit menu to find the Delete option. Streamline your
Troubleshooting
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URL query parameters
Learn how to pre-populate forms with input data using URL query parameters. This guide covers how supplying query parameters with the same name as form inputs can ensure that the values appear automatically when the form loads. Discover how this functiona
Reconnecting an account
Learn how to easily reconnect your account using a specific icon with our comprehensive guide. While the process varies across apps, rest assured that your account's name will remain unchanged after successful reconnection.
Disable an item
Learn how to effectively disable items in an automation with this comprehensive guide. Find out how to disable a single item by simply right-clicking and selecting the disable option. Identify disabled items displayed in grey with the label "DISABLED" bel
Forms Overview
Learn how to create and process forms with this comprehensive document. Discover a user-friendly drag-and-drop editor for designing forms, and explore the flexibility of data-mapped input values. Explore the two types of forms available - triggers for eas
Manually execute an automation
Learn how to manually execute a polling automation in this document. Discover how to open the gear menu and select "Execute Now", and understand the limitations for automations with webhook instant triggers. Choose between Normal, Test, or Export mode to
Search by step number
Learn how to efficiently navigate through automation diagrams using step numbers. This guide demonstrates the process of copying and utilizing step numbers in the search function to locate specific steps. Discover how this technique enables highlighting a
The "templates" account
Learn how to effectively manage and deploy templates using the specialized "templates" account. Discover the password-based access or the "Switch Account" permission to seamlessly sign into or switch to the templates account. Explore the unique and enhanc
Keyvalue Storage
Learn about Keyvalue Storage, a versatile database system with table and modules for data insertion, retrieval, and deletion. Discover its hierarchical structure including scopes, key groups, keys, value names, and values. Explore the wide range of module
Lookup tables
Improve database management and save time with the Lookup Tables app. Access a wide range of storage-related actions in your system's database. Find country, region, and abbreviation lookup options for seamless data organization. Try it now!
Trigger/Action Commonality
Learn about the key characteristics and functionalities of Trigger and Action assemblies in this comprehensive document. Discover how API credentials are essential for most triggers and actions, with detailed instructions on acquiring them through differe
Publishing content to production
Learn how to publish assemblies and modules from development systems to linked production systems in this document. Find out how users with the "Publish to Production" permission can easily publish items from the development system using the right-click m
Resetting an automation
Learn how to reset various types of automations and the consequences of doing so. Discover how resetting a polling automation purges its saved data identifiers, resetting a two-way sync automation eliminates record associations between systems, and resett
Sign out
Learn how to log out of your account with ease by following these step-by-step instructions. Simply select the Sign Out option from the account name menu in the top right corner of your screen to ensure the security of your personal information.
Managing Content
Learn about the extensive range of content management features offered for assemblies and modules in this comprehensive document. Discover how these features can enhance your workflow and simplify the management of your content.
Sharing connections with linked child accounts
Parent accounts that have linked child accounts can share connections with all the linked children
Edit execution windows
Learn how to set execution windows for automations, allowing you to define specific time periods for their execution. Discover how to edit these windows and prevent automations from running on certain days by adjusting start and stop times. Find out why i
Disabling multiple items
Learn how to disable specific actions in your automation script with this helpful document. Follow the step-by-step instructions and screenshots provided to easily select and disable specific actions.
Two-Way Sync
Learn how to achieve two-way sync between systems without infinite loops in this document. Discover the importance of data mapping and transformation with a valuable example of app value mapping. Understand the potential conflicts when records are simulta
Replace one assembly with another
Learn how to replace the implementation of an assembly with a different one of the same type in this document. Find detailed step-by-step instructions on opening the latest version of the source assembly and selecting the replace option for the destinatio
MCP Tools
MCP (Model Context Protocol) is an open-source standard that allows artificial intelligence models to connect with external data sources and tools, enhancing their ability to access information and...
Developer options
Learn how to use the developer menu to streamline the development and review process for assemblies. Access the Admin Console, Javadoc for appJSP and VTD-XML parser, trace log viewer, system webhooks log, server execution, and assembly review request all
Convert text into a PDF file easily using the PDF system utility app. Generate a temporary PDF file on the server and obtain a URL for easy access. Perfect for creating PDFs to send as email attachments. Try it now!
Share a subroutine
Learn how to share private subroutines with other accounts by using the "Share content" permission. Follow a simple process of right-clicking on the subroutine and selecting the Share option. Discover the flexibility to choose specific accounts to share t
Stop sharing a subroutine
Learn how to manage sharing options for private subroutines in your system. Grant or revoke the "Share content" permission to allow accounts to share subroutines. Stop sharing subroutines for all accounts at once or selectively by choosing the desired opt
Turn off upon any error
Learn how to customize the behavior of automations in this document. Discover how to turn off automations when errors occur by selecting a menu option, and easily return to the default setting by unchecking the menu option. Optimize your automation proces
Moderation Queues
Learn about moderation queues and how they involve human action in processing items before automation continues. Find out how they can be customized, the actions involved in the automation for moderation queues, and how moderation items are accessed and h
Viewing connection info
Get insights into unencrypted connection information and troubleshoot connection problems with ease. This document introduces a prompt that prompts you to enter your account password, enabling seamless viewing of crucial connection details. Enhance your t
Edit polling schedule
Learn how to edit the polling schedule for polling automations in this document. Discover how to select a new schedule from a list if the automation lacks a Date Time trigger, or adjust and change triggers using the automation editor if it does. Ensure a
Webhook Validation
Learn how to enhance webhook validation in API integrations with custom Java JSP code. This document guides you through accessing and modifying webhook plugin code in the Assembly Editor. Discover pre-existing plugin code for Shopify, Zoom, Amazon SNS, an
Sharing private content
Learn how to easily share your private content from the "Mine" catalog with other accounts using the Share option. This step-by-step guide demonstrates how to give selected accounts write access to your items, allowing them to make changes. Includes helpf
Switch subscription plan
Learn how to change your subscription plan easily by following these steps. Access the Manage account menu option, located conveniently under your account name at the top right corner. Click on the Switch Plan link to update your subscription and start en
System
Discover how the System utility app offers a range of triggers and actions for seamless automations. From a no-op trigger to a test data emitter, streamline your processes effortlessly. Control and gather insights on your automations with a variety of act
Disabling item execution
Learn how to disable modules and subassemblies in an assembly with this helpful document. Disabling items prevents their execution during assembly runs, with their execution flag status saved upon saving the assembly. Simply right-click on a single item a
Documentation notes
Automation diagrams can be documented with rich text notes that can contain hyperlinks and images
Other Assembly Types
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Subroutine references
Looking to identify the automations and subroutines linked to a specific subroutine? Simply right click on the subroutine in the catalog, select the References option, and gain access to a comprehensive list of all its references. Simplify your analysis a
Taking ownership of an assembly
Learn how users with "Admin Console" permission can easily take ownership of assemblies in the catalog by right-clicking and selecting the "Take Ownership" option. Find out how this action changes the account authorship and fully empowers administrative c
Viewing shared connections
Get insights into unencrypted connection information and troubleshoot connection problems with ease. This document introduces a prompt that prompts you to enter your account password, enabling seamless viewing of crucial connection details. Enhance your t
Web Service
A web service is similar to a webhook in that other systems can trigger the execution of automations instantly when specific events occur by sending data to a specified URL
Documenting assemblies
Learn how to optimize your assemblies for ease of understanding and utilization. Discover the importance of adding notes and helpful information using the "Note" option in Quick Picks. Boost the effectiveness of your assembly by including links to API doc
Rate Limits
Automations can enforce their own rate limit rules via a rate limiter system action
Export an automation
Learn how to export automations as downloadable files in this document. Find out how to include all the necessary components such as apps, triggers, actions, assemblies, and modules. Import the exported file later into your system, but bear in mind that i
Update credit card
Learn how to update your credit card information by accessing the Manage account option on our website. Click on your account name menu at the top right and then navigate to the Update Credit Card link. Stay in control of your payments effortlessly!
Edit notes about an item
Learn how to add and edit notes in an automation diagram. Follow our step-by-step guide on how to access the "Notes" option, enter new notes, and edit existing ones. Enhance your understanding of item purpose and functionality with this easy note-taking f
Update personal information
Learn how to easily update personal information like name, email, and phone number on our platform. Follow our step-by-step guide to access the Manage Account menu option and make the necessary edits effortlessly. Save your changes with a simple click of
Keep edits for later
Learn how to make further edits to a previously saved assembly without creating a new version. Discover the "Keep for Later" option in the File menu, exclusively designed for modified previously saved assemblies. Your edits will be saved as an autosave co
Webhook
Improve your automation process with the Webhook system utility app. Receive webhook payloads in XML or JSON format, and easily map data fields to actions. Instantly execute automated tasks upon receiving data, saving you time and effort. Get started toda
Snoozing automations
Learn how the system's snooze action for automations can temporarily pause and resume scheduled marketing campaigns, such as emails. Discover how individual data rows can be manually woken up or cancelled during the snooze, and how all snoozed data rows c
Editing an item's settings
Learn how to easily modify settings for an item with two convenient options – selecting "edit settings" or double-clicking on the item to quickly access and customize its settings. Enhance your item management efficiency with this helpful guide.
View an item's created and last edited dates
Learn how to access important details of an item, such as creation and last edited dates, as well as the owner information, by right-clicking on the item in the catalog and selecting the Properties option.
Get linked template info
Learn how to use the gear menu option on development systems to check if an automation template is connected to any production automation template. By simply selecting this option, you can easily query all production servers and get immediate results show
Tagging a subroutine
Learn how to tag subroutines using simple steps. Right-click on the subroutine, select the "Tags" option, and enter your desired tags separated by commas. Discover the convenience of locating tagged subroutines effortlessly.
View item references
Learn how to access an item's references in the catalog easily. By simply right-clicking on the item, you can choose from various Find options specific to the item type. Discover how this catalog feature efficiently displays all items that reference the s
Logging
Learn how to disable debug logging for modules and subassemblies in a software assembly with this document. Save the state of each item's debug logging flag by saving the assembly. Easily disable debug logging for individual items by right-clicking on the
Upload a logo
Learn how to upload a logo image to your account for automations. Simply access the Manage account menu from the top right account name menu, and follow a few easy steps to upload your logo. Enhance the branding of your subscription plans with this quick
Testing a subroutine
Learn how to test a subroutine by following simple steps. Right-click on the desired subroutine in the catalog, choose the Test option, and enter values for the input fields. Witness the execution of the subroutine alongside a graphical history display. U
Subroutines
Learn how subroutines simplify automation diagrams by providing reusable automations with defined input and output fields. Discover how these nested subroutines efficiently reduce complexity, enabling seamless multi-purpose automations.
Obtain an automation's UUID
Learn how to find and retrieve the universally unique identifier (UUID) of an automation easily. Follow the steps provided in this comprehensive document to access the UUID through the gear menu option and conveniently copy it to your computer's clipboard
Enable an item
Learn how to disable and enable items in automation runs with this comprehensive document. Follow the step-by-step instructions to easily disable specific items. To enable a single item, simply right-click on it and select the enable option. Discover how
Module numbering
Learn how modules within assembly diagrams are automatically numbered for easy identification in assembly execution logs. These numbers do not indicate execution order but rather represent the vertical positioning of modules in the diagram. Dive into this
Enable multiple items
Learn how to disable specific actions in an automation with this comprehensive document. Follow the step-by-step instructions in the first section to select and enable only the initial three actions. The second section guides you through enabling those ac
System Utilities
Learn how system utilities provide users with pre-installed trigger and action functionalities, conveniently accessible through a simple click on the "plus" icon. Discover how to select the System Utility category and utilize various system apps as trigge
Versions
Learn how to easily access and manage different versions of a subroutine in the catalog. Simply right-click on the subroutine, select "versions," and instantly view and modify any saved version from the convenient list.
Protect an automation
An automation can be protected so that it can only be edited on a development system
View subscription usage
This document explains how subscription plans are showcased on the dashboard, with usage limits resetting monthly. If system usage surpasses certain percentages, email alerts are triggered, and at 100% usage, automations halt. Stay informed about plan det
View a subroutine's created and last edited dates
Learn how to easily check the creation and last editing dates of a subroutine by following these simple steps. Right-click on the subroutine and select Properties to access all the information you need. Stay organized and keep track of your code's history
Tips and Tricks
Learn effective tips and methods for building automations effortlessly with this comprehensive guide. Discover expert advice and efficient strategies to streamline your automation processes and boost productivity.
Publish template to production
Learn how to publish automation templates from development systems to linked production systems. Users with the "Publish to Production" permission can easily select the option from the gear menu. Multiple automations can be published at once by choosing t
Protecting output data
Learn how to protect the output data of a module in an assembly with this comprehensive guide. Discover the benefits of keeping module output data hidden from unauthorized access or logs. Only the assembly's owner can access the protected data, manipulate
Finding mapped items
Learn how to easily find all items associated with a specific trigger or action in this comprehensive document. Discover the step-by-step process, including how to use the "find items mapped to this" option, to effortlessly highlight and navigate through
View execution history
Learn how to access and utilize the detailed execution history of subroutines in the catalog. Follow the easy steps outlined in the "Execution history" document and make the most of the drill-down feature for accurate analysis and effective troubleshootin
Trigger functionality
Discover how triggers in automation, such as Instant Webhook, Polling, Date Time, and Two-way Sync triggers, play a crucial role in initiating data processing. Learn how these triggers emit new or modified data rows, containing vital information about tri
Quick Picks
Learn how to use the Quick Picks tray on your screen to quickly access frequently used catalog items. Easily drag and drop items into the horizontally scrollable tray, with new additions always appearing on the right. While you cannot currently re-sort it
Publish template
Learn how to publish template automations into the "templates" account using the "Automation Templates" permission. Easily make them public and categorize them within folders for convenient access on a non-development system.
Groups
Learn how using groups in automation diagrams can simplify the visual complexity and enhance user experience. This document explores the advantages of using groups to hide implementation logic and demonstrates the versatility of collapsing, expanding, and
Keep edits for later
Learn how to save unfinished edits in an automation using the "Keep for Later" button. Discover how this feature creates an autosave copy and prompts the user to load the last edited version. Find out why saving extensive edits as a new version is recomme
Renaming an automation
Learn how to easily rename an automation in your software tool with this comprehensive document. Whether it's through a gear menu or by simply clicking on the name in the list, we'll guide you in editing and applying the changes effortlessly. Explore the
Selecting items
Learn how to select and deselect items in a diagram with this helpful document. Discover the steps to select a single item, select all items, select multiple items, and make space for new modules. Find out how to move selected modules as a group and quick
Two-way sync
Learn how to implement two-way sync, or bidirectional sync, to mirror data between two systems. Discover how triggers and automations can be connected to create efficient sync automations. Understand the importance of data conversions, especially with dat
Share an automation
Learn how to easily share an automation with another system account holder. Discover how to generate a shareable URL by accessing the Share option in the gear menu. Enable seamless collaboration by allowing others to save their own copy of the shared auto
Your first automation
Learn how to create a simple automation with this step-by-step guide. Discover how to set up triggers and actions, configure the settings, test and save your automation, and receive a confirmation message.
Tab sessions
Learn how to efficiently work with multiple assembly diagrams using the assembly editor. Organize your diagrams into tab sessions, save them with personalized names for quick access, and easily switch between different tab sessions. Experience seamless mu
Moving a single item
Learn how to easily move triggers and action items in the editor with this helpful document. Discover how to move triggers left and right, and action items up and down. Ensure optimal workflow by confirming any potential insertion of action items into con
Tidy overlapped items
Learn how to automatically tidy up overlapped assembly diagrams in the editor, preventing an error message and ensuring clarity. Find out how to make hidden items appear on top and easily fix overlapped items in red, using either the right-click "Tidy" op
Moving multiple items
Learn how to move specific actions in a task step-by-step with this detailed document. Discover how to select and deselect items, use the plus icon, and avoid accidental removal of input field mapping. Perfect for efficient task management and avoiding po
Tagging an automation
Learn how to enhance your system's automations by adding tags. Simply navigate to the gear menu, select "Tags," and input your desired keywords separated by commas. Discover how these tags enable effortless searching and locating of specific automations w
Open a trigger or action assembly
Learn how to access and edit the assembly implementation of triggers and actions in this informative document. Find out how users with the appropriate permissions can easily navigate through the assembly editor to view and modify an item's assembly diagra
Versioning
Learn how to access and edit specific versions of an automation with ease. Discover how every change made to an automation is recorded, allowing you to review its version history and select a desired version for editing. Let the gear menu option be your g
Removing a single item
Learn how to easily remove items from automation in just a few clicks. Discover the step-by-step process, including retaining or removing field mappings. Find out how this allows for easy replacement of triggers or actions. Plus, unlock the ability to rem
View an automation's created and last edited dates
Learn how to access the created and edited dates of an automation effortlessly with this step-by-step guide. Follow along with the included images for a visually enhanced experience.
Removing multiple items
Learn how to efficiently remove the first three actions from your list with our simple step-by-step instructions. Easily highlight and remove unwanted items in just a few clicks, saving you time and effort.
Rename an item
Learn how to easily rename items in an automation diagram with our comprehensive guide. Discover how to rename items by clicking the text or utilizing the right-click option. Update and display the new name effortlessly with just a few quick clicks.
Replace an item
Learn how to replace triggers and actions in your automation workflow with this comprehensive document. Discover a step-by-step example of replacing CNBC triggers with CNN triggers. Additionally, understand the significance of maintaining correct output f
Searching
Learn how to use the search feature in the automation editor to easily find specific content within your automations. Discover how to access the search bar by right-clicking on the editor's background and selecting the "show search" option. Start inputtin