Events
Events are action nodes you place on the canvas between the trigger and the end node. Each event performs a specific operation when the process reaches it. Drag events from the left panel onto the canvas and connect them in sequence.
Events are grouped into the following categories:
Communication and Notification
| Event | Description |
|---|---|
| Send an email to one or more recipients | |
| SMS | Send an SMS message |
| Notification | Send an in-app notification |
| Push Notification | Send a mobile push notification |
Data Operations
| Event | Description |
|---|---|
| Create Record | Insert a new record into a selected table |
| Retrieve Record | Fetch records from a table using filters |
| Update Record | Update fields on an existing record |
| Delete Record | Delete a record from a table |
| Restore Record | Restore a previously archived or deleted record |
| Duplicate Record | Create a copy of an existing record |
| Table Actions | Trigger a table-level action defined in the View Manager |
| Notes | Add a note to a record |
Data Processing and ETL
| Event | Description |
|---|---|
| Formula | Evaluate a formula expression and store the result |
| Filter | Filter a dataset based on conditions |
| JMES Path | Extract values from JSON using a JMESPath query |
| JSON Contract | Map and transform JSON data between structures |
| Logger | Write a log entry visible in the Logs tab |
| Export Data | Export records to CSV or Excel |
| Modify Request | Modify the request payload before passing it to the next node |
Document Processing
| Event | Description |
|---|---|
| Report PDF | Generate a PDF report from a template |
| Invoice Generate | Generate an invoice for a record |
| Invoice Update | Update an existing invoice |
| Invoice Send | Send an invoice to a recipient |
| Support Ticket | Create a support ticket |
| Data Link Generation | Generate a shareable data link |
Third Party
| Event | Description |
|---|---|
| External API | Call an external REST API and use the response |
| Webhook | Send data to an external webhook URL |
| ChatGPT | Send a prompt to ChatGPT and use the response |
| External Database | Query or write to an external database |
User and Role Management
| Event | Description |
|---|---|
| Create User | Create a new user account |
| Update User | Update an existing user's details |
| Activate/Deactivate User | Enable or disable a user account |
| Assign Role | Assign a role to a user |
| Extend User | Grant a user access to another system |
| Public Registration | Trigger a public user registration flow |
| Request Approval | Send an approval request to a user or role |
Variable Management
| Event | Description |
|---|---|
| Create Variable | Create a new process variable at runtime |
| Retrieve Variable | Read the current value of a variable |
| Update Variable | Update the value of an existing variable |
| Delete Variable | Remove a variable from the process scope |