Steps are joined together to create a workflow. Each step in a workflow is usually a task being executed by doFlo in an app that you’re logged into.Steps are generally described as either a trigger or task, but can even be a workflow. Yes, you can have workflows within workflows. But for now, let’s keep it simple.
Triggers and Tasks
A trigger is a type of step that kick-starts a workflow when a specified condition is met. They are usually at the very start of a workflow and are followed by tasks.A task is an instruction carried out by doFlo within an app that the user has authenticated. Our example workflow from earlier has a timed trigger, four distinct tasks across four distinct apps:Timer > Access PDF > Read data > Match against spreadsheet > Output to a CRM1. SharePoint2. Google Vision OCR3. Google Sheets4. HubSpot
Steps are joined together to create a workflow. Each step in a workflow is usually a task being executed by doFlo in an app that you’re logged into.Steps are generally described as either a trigger or task, but can even be a workflow. Yes, you can have workflows within workflows. But for now, let’s keep it simple.