Workflow Automation

Doxtly’s workflow engine lets you automate repetitive business processes using a visual drag & drop editor.

How Workflows Work

A workflow consists of connected nodes that execute in sequence. Each workflow starts with a trigger and performs one or more actions.

Triggers

• Form Submission — Workflow runs when a specific form receives a submission
• Manual — Triggered manually from the interface or API

Action Nodes

Node Type	Description
Generate Document	Creates a PDF from a template with provided data
Send Email	Sends an email using a template
Upload to Google Drive	Uploads a generated file to Google Drive
HTTP Request	Makes an HTTP call to an external service
Condition	Branches the workflow based on a condition
Delay	Waits for a specified duration before continuing

Creating a Workflow

1. Navigate to Automations → Workflows
2. Click Create Workflow
3. Add a trigger node
4. Connect action nodes by dragging connections between them
5. Configure each node with the required parameters
6. Activate the workflow

Data Flow

Data flows between nodes automatically. Each node can access:

• Trigger data — The data that started the workflow (e.g., form submission fields)
• Previous node outputs — Results from earlier nodes (e.g., generated file URL)

Use Twig expressions to reference data:

{{ trigger.data.client_name }}
{{ nodes.generate_document.file_url }}

Workflow Executions

Every workflow run creates an execution record that tracks:

• Start and end timestamps
• Status (running, completed, failed)
• Each node’s execution result
• Error details if a node fails

You can view execution history, inspect individual runs, and re-run failed workflows.

Google Drive Integration

Connect your Google Drive account to automatically upload generated documents:

1. Go to Settings → Integrations
2. Click Connect Google Drive
3. Authorize Doxtly to access your Drive
4. Use the “Upload to Google Drive” node in your workflows

Usage Limits

Plan	Workflows	Monthly executions
Free	1	5
Starter	10	300
Pro	40	3,500