Documentation

Getting Started

What is FlowMatix?

FlowMatix is a powerful workflow automation platform that helps you connect your favorite apps and automate repetitive tasks without writing code. With 500+ integrations and an intuitive visual builder, you can create sophisticated automations in minutes.

Creating Your Account

1. Visit flowmatix.online/register
2. Sign up with your email address
3. Verify your email address
4. Complete your profile setup

Dashboard Overview

After logging in, you'll see your dashboard with:

• Workflows: View and manage all your automation workflows
• Task History: Track all executed tasks with detailed logs
• Connected Apps: Manage your app integrations and connections
• Usage Stats: Monitor your task usage and plan limits

Workflows

What is a Workflow?

A workflow is an automated process that connects two or more apps to perform specific tasks automatically. Each workflow consists of:

• Trigger: The event that starts your workflow
• Actions: The tasks performed when triggered
• Filters: Conditions to control workflow execution

Creating a Workflow

1. Click "Create Workflow" from your dashboard
2. Give your workflow a descriptive name
3. Select a trigger app and event
4. Connect your account and configure trigger settings
5. Add action steps to complete tasks
6. Test your workflow with sample data
7. Activate your workflow

Workflow States

• Draft: Workflow is being built and not active
• Active: Workflow is running and processing triggers
• Paused: Workflow is temporarily disabled
• Error: Workflow has encountered errors

Triggers

Types of Triggers

1. Instant Triggers (Webhooks)

Execute immediately when an event occurs. Most real-time triggers use webhooks.

• New form submission
• New payment received
• Customer signup

2. Polling Triggers

Check for new data at regular intervals (typically every 5-15 minutes depending on your plan).

• New email in inbox
• New row in spreadsheet
• Updated calendar event

3. Schedule Triggers

Run workflows on a schedule you define.

• Daily at specific time
• Weekly on certain days
• Monthly reports
• Custom cron expressions

Actions

What are Actions?

Actions are tasks performed after a trigger event. You can add multiple actions in sequence to create complex automations.

Common Action Types

Action Configuration

Each action requires specific configuration:

1. Select App: Choose the app for this action
2. Choose Action: Select what you want to do
3. Connect Account: Authorize FlowMatix to access your account
4. Map Fields: Define what data to send to the app
5. Test Action: Run a test to verify configuration

Integrations

Available Integrations

FlowMatix supports 500+ popular apps across various categories:

Connecting Apps

1. Navigate to Connected Apps in your dashboard
2. Click "Add Connection"
3. Search for your app
4. Click "Connect" and follow the authorization flow
5. Grant necessary permissions

Webhooks

What are Webhooks?

Webhooks allow external services to trigger your workflows instantly by sending HTTP POST requests to a unique URL.

Creating a Webhook Trigger

1. Add a "Webhook" trigger to your workflow
2. Copy the generated webhook URL
3. Configure the external service to send data to this URL
4. Test the webhook by sending sample data

Webhook Security

• Each webhook URL is unique and randomly generated
• Optional HMAC signature verification
• IP whitelist support
• Request logging for debugging

Webhook Data Format

Send data as JSON in the request body:

{
  "event": "order.created",
  "data": {
    "order_id": "12345",
    "customer_email": "customer@example.com",
    "amount": 99.99
  }
}

Filters & Paths

Using Filters

Filters allow you to add conditional logic to your workflows. Actions only run when filter conditions are met.

Filter Conditions

• Equals: Value matches exactly
• Contains: Value includes specified text
• Greater/Less than: Numeric comparisons
• Exists: Field has any value
• Is Empty: Field is blank

Conditional Paths

Create different execution paths based on conditions:

• Path A: If order value > ₹1000, send to priority queue
• Path B: If order value ≤ ₹1000, standard processing

Data Transformation

Field Mapping

Map data from triggers to actions using:

• Direct Mapping: Use trigger output fields directly
• Custom Values: Enter static text or numbers
• Expressions: Combine fields with text

Built-in Functions

Error Handling

Automatic Retries

FlowMatix automatically retries failed tasks:

• First retry: After 1 minute
• Second retry: After 5 minutes
• Third retry: After 15 minutes

Error Notifications

Get notified when workflows fail:

• Email notifications
• Slack alerts
• SMS notifications (Enterprise)

Error Paths

Define custom error handling logic:

1. Add an "Error Handler" step
2. Configure actions to run on error
3. Send notifications or log to your system

Debugging Failed Tasks

• View detailed error logs in task history
• Inspect input/output data for each step
• Replay failed tasks after fixing issues

API Reference

Authentication

FlowMatix API uses Bearer token authentication. Get your API key from Settings → API Keys.

curl https://api.flowmatix.online/v1/workflows \
  -H "Authorization: Bearer YOUR_API_KEY"

API Endpoints

Workflows

• GET /v1/workflows - List all workflows
• POST /v1/workflows - Create workflow
• GET /v1/workflows/:id - Get workflow details
• PUT /v1/workflows/:id - Update workflow
• DELETE /v1/workflows/:id - Delete workflow

Tasks

• GET /v1/tasks - List task history
• GET /v1/tasks/:id - Get task details
• POST /v1/tasks/:id/replay - Replay failed task

Webhooks

• POST /v1/webhooks/:token - Trigger webhook

Security

Data Encryption

• In Transit: TLS 1.3 encryption for all connections
• At Rest: AES-256 encryption for stored data
• Credentials: Encrypted using industry-standard practices

Compliance

• GDPR Compliant
• SOC 2 Type II (In Progress)
• ISO 27001 (In Progress)

Access Control

• Two-factor authentication (2FA)
• Role-based access control (RBAC)
• Team member permissions
• SSO integration (Enterprise)

Data Retention

• Task logs: 30 days (Free), 90 days (Pro), 365 days (Enterprise)
• Workflow data: Retained until deleted by user
• Account deletion: All data permanently removed within 30 days

Billing & Plans

Understanding Tasks

A task is counted each time an action is performed in your workflow:

• Trigger execution = No task counted
• Each action step = 1 task
• Example: Workflow with 1 trigger + 3 actions = 3 tasks

Plan Limits

Upgrading Your Plan

1. Go to Settings → Subscription
2. Select your desired plan
3. Enter payment details
4. Confirm upgrade

Billing Cycle

• Monthly plans: Billed on the same date each month
• Yearly plans: Billed annually (Save 20%)
• Task usage resets at the start of each billing cycle