The Embed Workflow Blog

Say goodbye to manual processes and hello to seamless automation. With Embed Workflow, integrating powerful workflows into your app has never been easier—or smarter. In this demo, we’ll showcase how effortlessly Embed Workflow can supercharge your app’s capabilities. Imagine enhancing applications like Pipeline CRM with cutting-edge automation that saves time, boosts efficiency, and elevates user…

When building powerful workflow automation, data is king. That’s where user schemas in Embed Workflow come into play – they’re the foundation that makes your workflows truly dynamic and personalized. In this guide, we’ll explore how to harness user schemas to create more sophisticated workflow possibilities for your users. What Are User Schemas? User schemas…

What are Triggers? Before diving into the creation process, let’s understand what triggers are. Triggers define the events and data that your application will send to Embed Workflow. By configuring triggers in advance, you’re establishing what information will be available to your users when they create their workflows. Think of triggers as a contract between…

What are Actions? An action is something that happens when a workflow runs. Think of it as a pre-configured API call that your users can customize through a simple form interface. Actions can perform tasks like sending messages, creating records, or updating data in your systems. The power of actions is that they abstract away…

Getting More Out of Your APIs with Smarter Workflows If your business relies on multiple tools (CRMs, marketing platforms, databases) then you’re already familiar with the hassle of getting them to work together. APIs can solve that, but only if they’re put to work properly. That’s where workflow automation comes in. When you connect the…

A Straightforward Intro from Embed Workflow Let’s keep it simple. Most businesses waste time on things that don’t really need a human involved. Someone fills out a form. You send a follow-up email. Someone submits an expense report. You review it, approve it, update a spreadsheet. Over and over. That’s what process automation fixes. So…

What’s an API? A Simple Explanation from Embed Workflow If you’ve ever connected two apps so they talk to each other—like sending data from a form into your CRM—you’ve already used an API, even if you didn’t know it. APIs are just the behind-the-scenes tools that let software systems work together. Here’s an even simpler…

Typically, you use {{ name }} to insert a placeholder. For sensitive data, use {% token %} instead. Dynamic placeholders power our workflows. Sometimes, the workflow creator sets the values for these placeholders, so displaying the values is expected. However, some placeholders are sensitive information like passwords and tokens. These must remain private! Typical placeholder: {{ name }}…

Embed Workflow has multiple action types, from Slack notifications to Open AI requests. However, sometimes not all action types make sense to your product users. If that’s the case, you can enable only the ones you need. 1. Navigate to Enabled Actions Log into Embed Workflow and open enabled actions section. By default, each type is…