CRM
Workflow Extensions

Make automation do exactly what you need

Create private, reusable actions that call APIs, transform data, or trigger downstream processes—exposed natively in the workflow builder.
A workflow builder UI with a drag-and-drop interface creating custom API actions and data transformations for seamless automation.

Custom actions inside the UI.

Package your logic as an action so admins can add it like any other step, with inputs, outputs, and permissions baked in.

Flexible by design

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  • Define inputs, validation, and help text for admins.
  • Map outputs back to properties for later steps.
  • Version and deprecate safely.
A workflow builder UI showing custom actions, like "Call API" and "Transform Data," integrated into a pipeline.

Secure connectivity

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Auth and scopes

Use secure authentication and least-privilege scopes.

Logging

Record requests and responses for troubleshooting.

Timeouts and retries

Handle failures gracefully.

A dashboard showing secure connection statuses, authentication logs, and graceful failure handling for smooth operations.

Developer velocity

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Local dev tools and testing sandboxes help ship faster while keeping production safe.

A sleek dashboard showing code being tested in a sandbox with quick deployment indicators, highlighting safe and fast development.

Reusable building blocks

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Publish extensions for multiple teams to standardize complex processes.

A dashboard showing various reusable components being dragged and dropped to build a standardized process.

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Frequently asked questions

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