Cflow Help & Support

Supported Triggers#

• Request Reaches a Process Stage - Triggers when a new request reaches a process stage in a workflow.
• New Request - Triggers when a new request is created in a workflow.

Supported Searches#

• None yet!

Supported Actions#

• Create a Draft Request - Creates a new request in the selected process, populates the fields and saves it as a draft. This also emails the process initiators that a new draft request is waiting to be submitted.
• Create a Request and Submit - Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.

When you start creating a Cflow Zap, you will be asked to connect your Cflow account.

Next, you'll be asked to enter your Cflow API key.

To locate your API Key in your Cflow account, please follow these steps:

1. Log into your Cflow account
2. Click "Admin" in the side menu
3. Go to "Security"
4. Click "API Settings"
5. Click "Generate API Key"
6. Copy the API key from your Dashboard

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Cflow account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!