Module 03 — AI Flow Engine

Automate anything.
Build with words.

Complex multi-step, multi-system automations — designed through conversation. No Zapier. No Make. No per-execution fees. Your AI engine lives inside the platform and never goes down.

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Trigger Types

Six ways to start a flow

Webhook Inbound

External system sends data to your endpoint. Fires instantly on receipt.

Model Events

Triggered on create, update, or delete of contacts, events, products, and more.

Form Submission

Fires when a public booking or form is submitted — with dual triggers for each stage.

Cross-Flow Chaining

One flow triggers another, enabling modular workflow architectures.

Cron Schedule

Recurring flows on a cron schedule — sync data from external APIs every 15 minutes, hourly, or daily.

Model Action Button

Manual action buttons on record pages. Users click, flows execute — with full access control per role or user.

Action Library

What flows can do

API Call

HTTP request to any external API with configurable field mapping, headers, and token authentication.

Update or Create Model

Create or update any database record — contacts, events, products, orders — based on mapped fields.

Sequential Pipeline

Runs steps in order — each step's output available as context to every subsequent step.

Trigger Another Flow

Chain workflows — one flow completes, fires the next. Modular automation architecture.

Return Response

Returns structured data to the webhook caller — for synchronous integrations needing a response payload.

Example Flow — New Contact → CRM → Calendar
Trigger
model.created → Contact
Step 1 — API Call
POST /crm/contacts — field mapped
Step 2 — Create Model
CalendarEvent → follow_up_call
Step 3 — Trigger Flow
welcome_sequence_flow
Return Response
{ success: true, contact_id: 4821 }
Async execution Shared context Full execution log
Advanced Features

Built for production operations

Execution History

Every execution logged with status, timestamp, payload, and full result/error. Last 50 executions viewable per flow.

Visual Flow Diagrams

Interactive visual representation with colour-coded action types, triggers, and connection paths. Editable directly in the diagram view.

JSON Import / Export

Export any flow as portable JSON — including webhooks and API token config. Import with auto-creation of all dependencies in one step.

Scheduled Execution

Schedule flows for future dates with custom payloads and entity targeting. Edit, cancel, and filter scheduled flows from a dedicated admin panel. Track status through pending, running, completed, and failed states.

Tags & Organisation

Label flows with tags for filtering. Step descriptions provide human-readable labels in the diagram view.

AI-Assisted Building

Describe what you want in plain language — the built-in AI designs the complete flow, including field mappings and step ordering.

Conditional Logic

Branch flows based on data conditions — route new contacts one way, existing contacts another. Supports comparison operators, nested conditions, and fallback paths.

Model Action Buttons

Create clickable action buttons on Contact, Calendar, and Customer pages — powered by flows. Role and user-level access control determines who sees each button.

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