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Prerequisites

Before creating a workflow, set up:
  • A webhook to receive sync job events
  • A sync job defining what data to fetch
  • Connected accounts to run the workflow against

Create a Workflow

Configuration

Trigger

Currently supported: integrated_account:active

Conditions

Use run_if with JSONata expressions:
Available data:
  • integration.name - Integration identifier
  • integrated_account_id - Account ID
  • tenant_id - Customer identifier

Steps

Scheduled Execution

Add a cron expression for recurring runs:
Cron expressions use UTC timezone.

Dynamic Configuration

Use JSONata for complex logic: