Automation Steps

In Automation steps, you create steps provided by your application. For example, a CRM application can add a Create deal step, while a mailing service can add an Add subscriber step.

First configure the step in the Cabinet, then prepare the application to run it. When everything is ready, publish the step. It can then be selected in the step catalog and added to an automation graph. The step appears only in projects where the application is installed and active.

Preparing your step

• Creating a step: Set the application step name, configuration method, and fields that users fill in an automation.
• Step configuration form: Connect a custom step configuration form through Senler Bridge.
• Step execution: Choose when the automation continues and return the execution result from your application.
• Publishing a step: Make a completed step available in automations and account for the constraints when changing it.

Open the step list

Automation steps can be created in a Plugin application. Open the required application in the Developer section and go to Automation steps.

The page contains unpublished, published, and disabled steps. Select Create step.