Workflow Automation
VelaFlows includes a powerful workflow automation engine with 216 node types spanning communication, CRM, AI, integrations, and more. Workflows are directed acyclic graphs (DAGs) where each node performs an action and passes data to the next.
How Workflows Work
A workflow starts with a trigger — an event that kicks off execution. From there, data flows through a series of nodes that perform actions, make decisions, and transform data.
Trigger --> Action --> Condition --> Action A (true branch)
--> Action B (false branch)Key Concepts
| Concept | Description |
|---|---|
| Trigger | The starting event — a webhook, scheduled time, platform event, or manual click |
| Node | A single action in the workflow — send a message, update a lead, call an API |
| Edge | A connection between two nodes that defines the execution order |
| Variable | Data that flows between nodes via {{variable.path}} template syntax |
| Execution | A single run of a workflow, with its own state, variables, and log |
Visual DAG Editor
The workflow builder provides a visual drag-and-drop editor where you:
- Select a trigger type
- Add action nodes from the palette
- Connect nodes with edges to define the flow
- Configure each node with its specific settings
- Test with a manual execution before enabling
Node Categories
VelaFlows provides 216 node types organized into categories:
| Category | Count | Examples |
|---|---|---|
| Core Operations | 15 | Send message, add tag, assign conversation, add note |
| Communication | 10 | Reply to conversation, send WhatsApp template, broadcast |
| CRM & Pipeline | 10 | Create lead, move stage, create task, add activity |
| AI & Intelligence | 10 | Suggest reply, summarize, sentiment, lead scoring, KB query |
| Customer Management | 10 | Create customer, merge, link Stripe, set properties |
| Scheduling | 7 | Create booking, cancel, reschedule, check availability |
| Data Enrichment | 10 | Enrich person (Apollo), validate email (ZeroBounce) |
| Shopify | 10 | Sync shop, get orders, get products, get customers |
| 20 | Create campaign, search people, create post, enrich | |
| X (Twitter) | 10 | Create post, send DM, reply to mention, create listener |
| 5 | Create listener, update results, create lead | |
| Stripe | 8 | Create payment link, invoice, manage subscriptions |
| Telegram | 10 | Send message, send media, set commands, check membership |
| Notion | 10 | Connect, sync, list pages, search, list databases |
| Forms | 10 | Connect provider, create mapping, list submissions |
| Registration | 10 | Update, bulk update, link customer, get stats |
| Broker | 10 | Create, update, manage affiliates, get reports |
| Tracking | 5 | Create pixel, activate, deactivate, delete |
| Control Flow | 14 | Condition, switch, loop, fork, try-catch, retry |
| Data Manipulation | 11 | Set variable, parse JSON, format date, transform data |
| Utilities | 4 | Find lead, find customer, find conversation, lookup |
| Notifications | 4 | Webhook, escalate, Slack, alert on threshold |
Getting Started
- Triggers — Learn what can start a workflow
- Node Reference — Browse all 216 nodes
- Conditions & Branching — Add decision logic
- Variables & Data — Pass data between nodes
- Common Recipes — Copy-paste workflow patterns
Limits
| Limit | Value |
|---|---|
| Max execution time | 30 minutes |
| Concurrent executions per workspace | 50 |
| Concurrent executions per workflow | 10 |
| Max nodes per workflow | 100 |
| Max nested loop depth | 3 |