Terminology

Creating and using the workflow get easier while knowing the terminologies used in it. This document gives you a quick overview of the components used to create a workflow in webMethods.io Integration so that you can automate your daily tasks easily.

Project

A project corresponds to a folder or container for organizing your workflows. When you create or add workflow inside a project, all the configurations related to that workflow are also stored inside the project. Every tenant, by default, has a default project. The user can choose to create additional projects as per their requirements.

Read more about Projects.

Workflow

A workflow is a connection between two or more web apps or services. Creating a workflow means defining the steps of a recurring task that you want to automate. For example, whenever a New Lead is created in Salesforce, create a New Task in Wunderlist.

Learn more about workflows or refer to our step-by-step guide on Creating first workflow.

Trigger

A trigger is an event that starts a workflow. For example, if your workflow is Whenever a New Lead is created in Salesforce, create a New Card in Trello, the first part, i.e., New lead in Salesforce is the trigger. A workflow can have only one trigger.

Read more about Triggers and learn how to set up a trigger in your workflow.

Actions

An action specifies the tasks you want the workflow to perform. For example, if your workflow is Whenever a New Lead is created in Salesforce, create a New Card in Trello, the latter part, i.e. create a New Card in Trello is an action. A workflow can have several actions.

Each connector has several actions that you can use. For example, Trello has actions like Create Board, Create List, Add Card, Add Board Member to Card, Add Comment, Delete Card, Get All Boards, etc.
Read more about Actions and learn how to set up in a workflow.

Account

An account is a process of granting permission to webMethods.io Integration to perform certain tasks in third-party apps or services. So, for instance, if you use an action related to Gmail in your workflow, you will have to first login to your Gmail account, and then authorize webMethods.io Integration to perform certain tasks on your behalf.
Know more about Accounts.

Conditions

Conditions is a feature that allows you set certain conditions between two actions. The workflow will proceed only if the specified conditions are met.

Refer to Conditions to dig deeper.

Parameters

Parameters let you set key-value pairs for your workflows. Once you set a parameter, you can use it anywhere in your workflows in a single click. Get started with using Parameters.

Webhook

webMethods.io Integration supports incoming webhooks. An incoming webhook is an easy way to receive messages from an external application.

If webhook is enabled for a workflow, webMethods.io Integration generates a unique webhook URL, which you need to provide to the desired external application. This external application then sends an HTTP request with JSON payload, which can be used in your workflow.
To understand how it works, refer to our webhooks guide.

Container

A container is an isolated run-time environment. It contains all the dependencies (configuration files, binaries, system libraries, code, etc.) that it needs to run your workflows smoothly.

Read our guide on Container to learn more.