Glossary for workflow

Workflow: An automated process that performs predefined actions when a trigger occurs and configured conditions are met.

Workflow builder: The interface that admins use to create, configure, and manage workflows.

Action: An activity that a workflow performs after a trigger occurs and configured conditions are met.

Active workflow: A workflow that is enabled and available for execution when its trigger conditions are met.

Trigger: An event that starts a workflow. Every workflow requires a trigger.

Manual trigger: A trigger that starts a workflow when a user initiates it. Manual triggers do not run automatically.

Scheduled trigger: A trigger that starts a workflow on a specified date, time, or recurring schedule.

Branch: A workflow path that runs based on the outcome of a condition. Branches allow a workflow to follow different paths for different scenarios.

Condition: A rule that evaluates data or workflow context and determines whether a workflow continues or follows a specific branch.

Delay: A waiting period that pauses a workflow before it moves to the next step. Delays help schedule reminders, follow-ups, and future actions.

Draft workflow: A workflow that is saved but not yet activated. Draft workflows do not execute until they are activated.

Escalation: An action that a workflow performs when a required activity remains incomplete after a defined period. Escalations help ensure that tasks receive attention and follow-up.

Event-based trigger: A trigger that starts a workflow when a supported event occurs in the system.

Execution: A single occurrence of a workflow running after its trigger occurs. Each execution records the workflow's progress and outcome.

Execution history: A record of workflow executions and their statuses. Execution history helps administrators review workflow activity and troubleshoot issues.

Template: A preconfigured workflow that serves as a starting point for creating workflows. Templates can be customized to meet organizational requirements.

Webhook: A mechanism that sends or receives information between workflow automation and external applications.

Webhook trigger: A trigger that starts a workflow when information is received from an external application.