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Build a Workflow
Map out how your tools connect, step by step.
Glossary
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Connection Map
Add steps below to build your map
Trigger
The event that starts everything
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Trigger:
Something happens in a tool (e.g., customer pays, form submitted, meeting booked) that starts this workflow.
Trigger Tool *
Select a tool...
Trigger Event *
Fields to pass
Add Action Step
✓
Approval gate
— ask me before this workflow runs
Notify
Optional — who gets told when this runs
Notify
No notification
Me (CEO)
My team
Both
Notification message (optional)
Action Mode
Guide — I'll walk you through setup
Build-With-Me — confirm each step
Auto-Build — build it for me
Status
Draft
Active
Paused
Plain-English Plan (optional)
Cancel
Create Workflow
Integration Glossary
Plain-English explanations for integration terms.
API
An API lets two tools talk to each other — like a translator between systems.
Webhook
A signal that says "This just happened." One tool sends it, another tool catches it.
Trigger
The event that starts the workflow — e.g., a customer pays, a form is submitted.
Action
What happens next — e.g., send an email, add to a CRM, create a task.
Automation
The tool does the repeated work for you. No more copying and pasting.
Integration
The connection between two tools — how they share information.
Data mapping
Deciding where customer information goes — name goes to name, email goes to email.
Approval gate
A pause point where the workflow checks with you before continuing — like a checkpoint.
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