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Flows

When this happens, do that. Built visually, run reliably.

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A flow is a trigger followed by steps, drawn as a graph in the dashboard under Automations:

  • Trigger: something happened (an order was placed, a form was submitted, a webhook arrived, a schedule fired).
  • Actions: send an email, call a webhook, tag a customer, wait.
  • Conditions: branch on a value (order total over $100, customer has tag VIP).
  • Delays and waits: pause for a time, or until something else happens.

Start from a built-in template or a blank canvas, switch the flow on, and every run appears in its history with each step's outcome.

How runs are kept safe

  • Runs execute in a separate worker, so a slow flow never slows the dashboard.
  • Run, step and log records hold ids and field names only. When a run is waiting, its working data is sealed (encrypted) and deleted when the run ends.
  • Steps that would send personal details to a vendor without a BAA (for example SMS or AI providers) are switched off for HIPAA organizations.

Inbound webhooks

A flow can start from an inbound webhook: you get a URL and a secret. Calls must carry X-Dash4Devs-Signature: t=<unix>,v1=<hmac> computed exactly as for outgoing webhooks.

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