Workflow

Automate custom processes for your operations that are not supported by the main product. Build workflows visually in the Suger Console — no code required.

How workflows work

Trigger — an event that starts the workflow, such as a Suger notification, a schedule, or an incoming webhook.
Conditions — logic nodes that route or filter data as it flows through the workflow.
Actions — the steps that do the work, from calling an integration to running custom code.

Triggers

Suger Notification Event — run when a Suger event fires.
Schedule — run on a recurring schedule.
Webhook — run when an external system calls your workflow.
Form — run when a submitted form provides input.
Manual — run on demand.

Actions & integrations

Use logic nodes to control the flow — If, Switch, Filter, and Merge.

Connect to external systems with integrations such as Salesforce, HubSpot, NetSuite, Snowflake, and Slack. For anything not covered by a built-in node, use Suger Code to run custom logic.

Example

A Weekly Entitlement Report workflow uses a Schedule trigger to run every week, aggregates your entitlements into a CSV, and uploads the file to Google Drive.

Execution & error handling

After a workflow is live, use Execution History in the Suger Console to track every run. If a run fails, the logs show which node encountered the issue and what data was present at that point, making it easier to identify and fix. Deactivating a workflow automatically deactivates its trigger.

Build your first workflow

Getting Started — build and activate your first workflow.
Overview — how the workflow builder is organized.

All workflow nodes

Triggers

Logic

Integrations

Custom & utilities