Features
This page lists every trigger, action and workspace feature by the name the screen shows, and links to the page that explains it. The Needs column names the product your company must be licensed for. Apps without a licence are not offered in Choose an app. See Limits and requirements.
Triggers
| Feature | Explained | Needs |
|---|---|---|
| Smartforms: Submit, Element Value Change, Element On Load | Triggers | Smartforms |
| Editor: Editor Onload, QA before Completion, Editor on Completed, PDF Created | Triggers | Editor |
| Cron: Cron and Calendar | Triggers | |
| Webhook: Catch Hook | Triggers |
Smartforms and Editor
| Feature | Explained | Needs |
|---|---|---|
| Smartforms actions: New, New Smartform PDF, Send New, Update Values, Create PDF | Smartform Actions | Smartforms |
| Editor actions: Edit Document, Create DXML, Create HTML, Create PDF, and the two output actions | Editor Actions | Editor |
| Dynamo: Create record | Editor Actions | Editor and Pages Manager |
Data and files
| Feature | Explained | Needs |
|---|---|---|
| REST API: GET and POST | REST API Action | |
| Tables: nine actions to insert, update, delete and find records | Tables Actions | |
| Archive: Store File | File and Data Actions | Archive |
| Viewpoint: Upload File | File and Data Actions | Viewpoint and a Viewpoint connection |
| Toolbox: six conversion actions | File and Data Actions | |
| CSV Reader: Read file, Parse CSV Row | File and Data Actions | |
| ZIP: Create ZIP | File and Data Actions | |
| SFTP: List files, Download File, Move File | File and Data Actions | An SFTP connection |
| OpenAI: Check Moderation, Send prompt | File and Data Actions | An OpenAI connection |
Delivery
| Feature | Explained | Needs |
|---|---|---|
| Microsoft Outlook: Send Email | Delivery Actions | A Microsoft Outlook connection |
| Kivra: seven actions | Delivery Actions | A Kivra connection |
| Digipost: Find User, Send Message | Delivery Actions | A Digipost connection |
| Scrive - Digital Signing: Digital Signing | Delivery Actions |
Logic
| Feature | Explained |
|---|---|
| Only continue if condition is met. (Filter) | Conditions and Loops |
| Create new path if condition is met. (Branch) and Split into multiple paths for every condition met (Distribution) | Conditions and Loops |
| Loop on array values with Enable Concurrent Execution | Conditions and Loops |
Workspace
| Feature | Explained |
|---|---|
| Home, quick start templates and recent workflows | Home |
| Folders, private and shared, with access groups | Workflows |
| The editor, Publish, Activate, Disable, editing warnings | The Workflow Editor |
| What stops Activate | The Workflow Editor |
| Values from the trigger and earlier steps | Values from Earlier Steps |
| Fixing a workflow, a webhook, a run or a sign-in | Troubleshooting |
| Run history, Data and export | Run history and Data |
| Log of changes | Change Log |
| Versions, Promote and Rollback | Versions and Environments |
| Variables and SystemEnvironment | Variables |
| Tables, fields, data and versions | Tables |
| Connections to external services | Apps |