Connections

Sources for new tasks; Destinations for completed tasks

Each workflow can have various types of sources and destinations that can be used for creating new tasks or receiving completed ones. These are managed through Connections, which is accessed from each workflow's home screen.

Your account needs to have admin-level permissions in order to set up workflow sources and destinations.

Sources

Currently supported sources to create new tasks:

  • API. This is the preferred way to programmatically create new tasks. See the API documentation for more details.

  • CSV. Useful to create tasks in batch without needing to write code.

  • Zapier. If you are a user, you can easily connect +2,000 third party applications to your workflow.

Destinations

Currently supported sources to create new tasks:

  • Webhooks. This is the preferred way to programmatically receive completed tasks as soon as they are successfully submitted. See the Webhooks documentation for more details.

  • API. You can also programmatically poll the API for newly complete tasks. See the API documentation for more details.

  • CSV. Useful to export tasks in batch without needing to write code.

  • Zapier. If you are a user, you can easily connect your workflow to +2,000 third party applications.

CSV and Zapier aren't particularly designed to support complex data structures such as nested lists of objects. If you are using blocks such as Multiple Selection or Form, we strongly recommend choosing the API or Webhooks.