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Introduction

Welcome to the Workflows API documentation

Workflows API Documentation

Welcome to the Workflows API documentation. This API enables event-driven workflow orchestration for B2B finance automation.

What is Workflows API?

Workflows API is a standalone service that allows you to:

  • Automate billing workflows without engineering resources
  • Connect systems like Salesforce, HubSpot, Stripe, QuickBooks, and more
  • Trigger workflows from webhooks, schedules, or API calls
  • Transform data between systems with powerful mapping

Core Concepts

ConceptDescription
WorkflowA series of steps executed in response to a trigger
TriggerAn event that starts a workflow (webhook, schedule, API call)
StepAn action, condition, transform, or wait within a workflow
ConnectionOAuth or API key credentials for external services

Getting Started

  1. Get your API key
  2. Create your first workflow
  3. Connect an integration
  4. Run your workflow

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