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Embedded Workflow Builder

We're excited to announce the next evolution of our embedded workflow builder (formerly embedded designer)! Based on extensive customer feedback, we've reimagined the experience to make customer self-service integrations simpler and more powerful.

Key improvements:

  • Streamlined workflow building: Configure connections and data sources as part of setting up step actions, eliminating the need for separate configuration wizards.
  • One-click publishing: Enable workflows instantly without additional marketplace configuration or instance setup steps.
  • Error Management: All errors consolidated within a single Status menu for faster troubleshooting.
  • Safe exploration: New read-only view allows examining workflows without risking accidental edits.
  • Consolidated inputs: Simplified input system consolidates Text, Config Variable, Reference, and Template inputs into a single, flexible type.
  • Native integration experience: Seamless embedding with customizable branding, terminology, and styling.

Existing customers using the previous embedded designer can continue using that functionality while having the option to upgrade to the new embedded workflow builder at no additional charge.

Read more about the embedded workflow builder in our blog post.