Documentation

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Tutorials

The Tutorials section is designed to help you get the most out of our platform and optimize your business operations. Each guide walks you through key features, showing you how to automate tasks, streamline workflows, and integrate essential tools. With clear, step-by-step instructions and real-world applications, you’ll quickly learn how to save time, reduce manual work, and improve efficiency. Whether you’re setting up processes, connecting third-party apps, or leveraging automation, these tutorials will help you turn our platform into a powerful asset for your business.

How to create a company?

How to create a client record?

How to create a personnel record?

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Integrations

The Integrations section helps you connect our platform with the tools you already use, creating a seamless and efficient workflow. Learn how to sync data, automate processes, and enhance productivity by integrating with CRMs, project management tools, communication platforms, and more. Each guide walks you through setup, best practices, and real-world use cases to ensure everything runs smoothly. With the right integrations, you can eliminate manual data entry, improve collaboration, and keep your business operations running effortlessly.

What is an Integration

Slack

Discord

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APIs and Webhooks

The API and Webhooks section gives you the flexibility to extend and customize our platform to fit your business needs. Our API allows you to integrate with external systems, automate tasks, and retrieve or send data seamlessly. Webhooks keep your workflows dynamic by enabling real-time updates and event-driven automation. Each guide provides clear instructions, code examples, and best practices to help you implement powerful, scalable solutions. With APIs and webhooks, you can connect your systems, reduce manual work, and create a more efficient, automated business environment.

What is an API

API stands for Application Programming Interface

API Token

Get your docs set up locally for easy development

Authentication

Preview your changes before you push to make sure they’re perfect

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Workflows

The Workflows section shows you how to automate and optimize processes, helping your business run more efficiently. Learn how to create seamless, step-by-step workflows that eliminate repetitive tasks, improve collaboration, and ensure consistency across your operations. Our guides cover everything from setting up triggers and actions to integrating with other tools for maximum efficiency. By leveraging workflows, you can save time, reduce errors, and focus on what truly matters—growing your business.

Workflow

What is a workflow?

Triggers

What is a trigger?

Modules

What are modules?

Webhook

What is a webhook?

All Triggers

List of all available triggers

All Modules

List of all available modules

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FAQs

The FAQs section is here to provide quick answers to common questions, helping you resolve issues and make the most of our platform. Find clear explanations, troubleshooting tips, and best practices to keep your workflows running smoothly. Whether you need help with setup, integrations, automation, or account management, this section has the answers you’re looking for. Save time by getting the information you need, when you need it, so you can focus on growing your business.

FAQs

Frequently Asked Questions