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Build a flow on the visual canvas

5 min read · Updated June 2026

The visual canvas is for when you want to see and control every step. Drag triggers and actions, connect them, and shape the data moving between them.

  1. Pick a trigger — a webhook, a schedule, or an on-demand run.
  2. Add actions from any connected platform.
  3. Transform with JSONata — reshape, rename, and combine fields between steps.
  4. Test with sample data before you turn it on.
Reusable by design. Save a working flow as a recipe or template and reuse it across workspaces instead of rebuilding it each time.
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