Guide 3: Workflow Fundamentals

This guide explains how workflows operate and how data moves from one step to the next.

A workflow is a sequence of actions that process data.
You will learn how to structure a workflow, how each step behaves, and how the system passes information from one stage to another.

Start by understanding the basic building blocks of any workflow the steps, tools, and actions that shape how data moves. This gives you a clear foundation before diving deeper.

Now that you know the basics, it’s time to explore how data actually travels between systems. Integrations mainly fall under two types, and each plays a different role in keeping information in sync.

Batch integrations move data in groups at scheduled times. They are perfect when you don’t need instant updates.

Dynamic integrations send data the moment something changes, making them ideal for real-time workflows.

Provides secure access for systems to communicate without exposing credentials.

Handles how data moves between systems and keeps them updated.

Controls when your workflow runs by setting fixed times or intervals.