Documentation
Complete guide to building and deploying automated workflows with JustPaid
JustPaid Workflows Documentation
Welcome to the documentation for JustPaid Workflows -- the AI-powered platform for financial workflow automation. Build, deploy, and monitor automated workflows that connect your billing, CRM, accounting, and communication systems.
Quick Links
Introduction
What is JustPaid Workflows and what can you build
Quickstart
Create and run your first workflow in 5 minutes
Blocks Reference
Explore the building blocks for workflows
Integrations
Connect Stripe, Salesforce, QuickBooks, and 50+ tools
By Role
Finance Teams
Automate invoice creation, payment reconciliation, and revenue recognition
Sales Operations
Sync deals across CRM and accounting with automated workflows
Developers
Build integrations using the Workflows API
AI Builders
Use the AI Copilot to build workflows with natural language
Core Concepts
| Concept | Description |
|---|---|
| Workflow | A directed graph of steps executed in response to a trigger |
| Block | A single unit of work -- agent, code, condition, transform, integration call |
| Trigger | The event that starts a workflow: webhook, schedule, API call, or platform event |
| Connection | OAuth or API key credentials for external services |
| Execution | A single run of a workflow with full logging and error handling |
Getting Help
- Troubleshooting -- Common errors and debugging guides
- API Reference -- Full REST API documentation
- Tutorials -- Step-by-step workflow guides