Documentation

Getting Started

Welcome to Pandaflow

With Pandaflow, you can:

-Create workflows to connect to different apps

- Use Built-in Connectors

- Use Pre- Built Templates

- Use Events Triggers

- Use Webhooks and

- Scheduled Workflows.

Key System Components

Workflows

The core of our platform is an workflow editor. The editor is a drag n drop interface where you can drag 'connectors' from the searchable left-hand list into your main workflow. As the following screenshot shows, these connectors enable you to get data from third-party services (such as Shopify) and passing it on to the next step in your workflow.

Connectors :

Connectors are pre-built connector to various. We have a growing list of pre-built connectors for you to select from. (Shopify, Salesforce QuickBooks, HubSpot etc). With these pre-built connectors you can build and connector various apps quickly.

Triggers :

Each workflow must be initiated with an event that acts as a Trigger. Triggers can be from one of the applications or they can be a webhook request from another applications. For example, you may want to Trigger a Slack Notification on Every Salesforce Opportunity Update or on certain status

Formulas:

Formulas enable you to apply various formulas so that you can manipulate data

Authentication

When you are using Pandaflow to connect to third-party services, you will need to authenticate to those services.

We provide 4 ways to connect to them

  • Simple Username and Password
  • API Token based Authentication
  • OAuth

Data

You can save a data values within the scope of the workflow or within save it to be used on other workflows.

Webhooks

Pandaflow can listen on any Webhooks from other system and you can trigger a workflow from this webhook