Flow Templates
Flow Templates
Flow templates are ready-to-use automation for most common business processes. Apply a template to quickly set up data sync and task automation between your systems, without building from scratch.
Filter Options
The Template Library lists all available flow templates, you can browse, filter, and preview templates based on your specific business requirements.
Filter | Description | Example |
|---|---|---|
Team | Filters templates created by specific internal development teams. | Finance, Sales |
Application | Filters by the pre-built system or platform (refers to connectors). | Shopify, Amazon, Item OMS, Item WMS |
Use Case | Filters by the business scenario category. | Order Fulfillment, Inventory Management, Financial Management, Logistics |
Viewing Template Details
When you select a template, click Detail to open the Template Detail Page. The detail page includes the following sections:
Template Metadata
Visual Flow Preview
a. Displays the overall structure of the workflow, showing how triggers, tools, logic, and connectors interact.
b. Click on the flow diagram to enlarge the view.
c. Each node represents an operation or data transformation step in the process.
Template Documentation: Provides a structured breakdown of how the workflow operates.
Using a Template
Once you’ve reviewed a template and confirmed it meets your use case, you can deploy it directly to your workspace.
To Use Template:
1. Navigate to Workflow > Templates. 2. Browse or use filters to locate the required template. 3. Click Detail to review the template overview and flow visualization. 4. On the Template Detail page, click Use Template. The system will prompt you to configure the template. 5. Fill in the required configuration fields, these vary depending on the flow type but commonly include:
Execution Interval: Define the frequency for scheduled runs (hourly, daily, monthly).
Connector Selection: Choose existing connectors (e.g., Shopify, OMS, WMS) for each step.
Customer or Merchant Identifiers: Link the flow to a specific merchant entity under your workspace.
Variable Parameters: Set environment variables or data mappings as required by the template.
Note: The configuration process follows the same pattern as the Settings configuration under Workspace.
6. After completing the setup, click Save Configuration. The system automatically deploys this flow instance under My Workflows. 7. Verify that the status is Online after deployment.
Managing Deployed Templates
After deployment, your customized flow template instance appears under Workflow > My Workflows. You can perform the following operations:
Operation | Description |
|---|---|
Run Manually | Execute the flow immediately to validate data sync and logic. |
Pause / Resume | Temporarily disable or resume scheduled executions. |
Edit Configuration | Reopen and modify configuration fields (e.g., connectors, intervals). |
View Logs | Review execution history, including input/output payloads and error messages. |