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Workflow templates reference

The official templates you can start a workflow from, under Workflows → Templates. Each is pre-wired — you supply a name and a few settings, then publish.

Product imports​

TemplateWhat it doesTriggerCredentials
Import Products from CSV UploadUpload a product CSV and upsert each row by SKU. Columns match the product importer (sku, name, type, barcode, weight, dimensions, unit_cost, and more).File uploadNone
Import Products from FTP (Hourly)Poll an FTP directory every hour; download, parse, and upsert new product CSVs.Schedule (hourly)FTP
Import Products from URL (Scheduled)Pull a product CSV/XLSX/XML/JSON from a partner-hosted URL on a schedule.ScheduleNone
Import Products from REST API (Scheduled)Call a JSON REST endpoint on a schedule and upsert each returned product.ScheduleVaries

Supplier and inventory​

TemplateWhat it doesTriggerCredentials
Import Supplier Products from CSV UploadUpload a supplier price / lead-time CSV; upsert on supplier + supplier SKU (leadtime, minimum order quantity, target stock days, default tax rate).File uploadNone
Sync Inventory from FTP (Hourly)Poll an FTP directory hourly for inventory files; set each product's on-hand quantity at a warehouse.Schedule (hourly)FTP

Orders​

TemplateWhat it doesTriggerCredentials
Import Sales Orders from Google SheetPoll a Google Sheet on a schedule; upsert its rows as sales orders (sales_order_number, order_date, store_name, statuses, currency).ScheduleGoogle
Route Orders Between Amazon FBA and a 3PLPicks the warehouse just before an order is sent: multi-SKU orders go to the 3PL, single-SKU orders go to Amazon FBA when FBA can ship them in full, and fall back to the 3PL when it can't. Orders already pinned to a warehouse, or already being fulfilled, are left alone. See Route orders to the right warehouse.Order Ready to RouteNone
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