Strategy, product, and growth lessons for SaaS operators.
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How to Create Actions in Embed Workflow
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…
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APIs and Workflow Automations: Best Practices
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…
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What is Process Automation?
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…
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Revolutionize Your SaaS Platform
Make Your SaaS Run Smoother with Embedded Automation Running a SaaS business already takes a lot. The last thing you need is your team wasting time on repetitive tasks. That’s where Embed Workflow comes in. We help you automate the boring stuff—directly inside your product—so your team can focus on building things that actually matter.…
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What is an API?
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…
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How to Use Sensitive Placeholders in Embed Workflow
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 }}…
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How to enable actions in your workflow
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…
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Alternatives to Workato for embedding workflows
Workflows are everywhere. Just about every application you use offers ‘workflows’. Building and managing a workflow solution will take months and cost over $100,000. Instead, companies use an Integration-Platform-as-a-Service (iPaaS) like Workato to embed workflow capabilities in their product. In this guide, we’ll breakdown the pros and cons of Workato, as well as 5 Workato…
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The 5 best Cyclr alternatives for embedding workflows
Workflows are everywhere. Just about every application you use offers ‘workflows’. Building and managing a workflow solution will take months and cost over $100,000. Instead, companies use an Integration-Platform-as-a-Service (iPaaS) like Workato to embed workflow capabilities in their product. In this guide, we’ll break down the pros and cons of Cyclr and 5 Cyclr competitors…
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Alternatives to Tray.ai (Tray.io) for embedding workflows
Note: We’ve just updated this article to be accurate as of July 2025. If you’re looking for a simpler, easier-to-use alternative to Tray.ai, give us a try. Embed Workflow lets you drop a visual workflow builder into your SaaS in minutes, allowing your users to automate actions without leaving your platform. Workflows are everywhere: nearly every application…