Skip to content

Getting Started with Flow

A Flow is an automation you build on a visual canvas, where a trigger defines when it starts and chained actions define what it does. This hub gathers everything about working with a Flow.

The Add Flow canvas, with the Flow node at the top, the Trigger node below it, and the Action placeholder ready for the first action

The Deep Dive pages explain the concepts, from what a Flow is and how publishing works to triggers, actions, and executions. The How-tos walk through each task step by step, grouped by what it touches. The API page covers the endpoints, and the FAQ answers the common questions.

Permissions

Anyone can view Flows and their executions. Creating, editing, executing, and deleting them requires the Manager role. See Flow Permissions for the full matrix.

Deep Dive

Understand what a Flow is, how the canvas and the publish lifecycle work, what each trigger reacts to, and what actions can run.

  • Introduction

    What a Flow is, why to use one, and the three node types every Flow is built from.

    Introduction

  • How It Works

    The canvas, Flow settings, chaining rules, and the publish lifecycle behind every edit.

    How It Works

  • Triggers

    The six trigger types, schedule configuration, and the filter conditions each type supports.

    Triggers

  • Actions

    The five action categories, the chaining rules between them, and where each is documented.

    Actions

  • Executions

    The Definitions and Executions tabs, execution states, and the read-only execution graph.

    Executions

  • Examples

    Real scenarios showing how a trigger and a chain of actions combine into a working automation.

    Examples

  • Best Practices

    Guidelines for building Flows that stay quiet when healthy and loud when something breaks.

    Best Practices

  • Permissions

    The user roles behind viewing, building, executing, and deleting Flows.

    Permissions

How-tos

Build, run, and manage Flows step by step, grouped by what each task touches.

Flow

  • Create a Flow

    Start a new Flow from its two base nodes and publish it.

    Create a Flow

  • Update a Flow

    Edit nodes, follow the CHANGED badges, and publish or cancel the changes.

    Update a Flow

  • Clone a Flow

    Duplicate a whole Flow to reuse its configuration.

    Clone a Flow

  • Activate or Deactivate a Flow

    Pause a Flow's triggers without deleting it, and resume them later.

    Activate or Deactivate

  • Delete a Flow

    Permanently remove a Flow, its executions, and its schedules.

    Delete a Flow

  • Navigate the Canvas

    Move around the canvas, adjust the zoom, and open each node's settings.

    Navigate the Canvas

  • Configure a Trigger

    Pick the trigger type, set its schedule or filters, and save it.

    Configure a Trigger

Interactions

  • Execute a Flow

    Run a manual Flow, or run a scheduled Flow ahead of schedule.

    Execute a Flow

  • Abort an Execution

    Stop a running execution and the operations it started.

    Abort an Execution

  • Delete an Execution

    Remove a finished execution from the history.

    Delete an Execution

  • Filter and Sort Flows

    Search the list and narrow it by trigger type or activation state.

    Filter and Sort Flows

Reference

  • API

    Create, update, execute, and delete Flows programmatically, and manage their executions.

    API

  • FAQ

    Common questions about triggers, publishing, activation, and executions.

    FAQ