Donutwork Docs
Workflow

Automation & Workflows

Create intelligent automation flows, connect external APIs, and orchestrate business processes with the Donutwork visual node editor.

Workflow Automation

The Donutwork Workflow module is the operational "brain" of the platform. It is a No-Code/Low-Code visual automation engine that allows you to connect events (triggers), decision logic, and external actions via an intuitive node-based interface.

Built on an event-driven architecture, you can trigger sequences of actions whenever a specific event occurs in your SaaS (e.g., customer creation, payment updates, or partner onboarding).

How It Works

Every Workflow consists of three fundamental building blocks:

  1. Trigger (The Start): The event that initiates the flow (e.g., Customer.create).
  2. Logic Nodes: Blocks that process data, apply filters, or make decisions (IF/Else, Switch).
  3. Actions (The Output): Concrete operations such as sending emails, triggering Webhooks, or updating database records.

Node Catalog

The editor provides an extensive library of ready-to-use blocks categorized by function:

CategoryKey NodesFunction
ControlTrigger, EndHandle the entry and exit points of the flow.
LogicIF, Switch, FilterCreate conditional paths and route data based on specific criteria.
DataMath, Merge, TextPerform calculations, merge JSON objects, or format dynamic strings.
CRMGet Customer, PartnerRetrieve real-time entity data directly from your database.
ActionsWebhook, EmailCommunicate with external tools (e.g., Slack, Zapier, or your own API).

AI-Powered Automation

Donutwork takes automation to the next level by integrating AI tools directly into the workflow canvas:

AI Build (Copilot)

Describe your logic in plain English (e.g., 'If a new customer is created, send a webhook') and the AI will architect the flow for you.

AI Explain

Analyze any existing workflow to get a clear, step-by-step textual explanation of the implemented logic.


Advanced Capabilities

Loops and Variables

Use the Set Variable node to store temporary data during execution or the For Each node to iterate over arrays (e.g., processing all pending payouts for a partner).

Error Prevention & Safety

The editor includes a built-in Cycle Detection system that prevents infinite loops, ensuring the stability of your system and protecting your external API rate limits.

Custom Blocks

Developers can register Custom Blocks to extend the platform. These nodes appear in the sidebar with specific icons and badges, allowing non-technical team members to use proprietary business functions (e.g., CRM Notifier) safely.

Validation Requirements

Before saving, the system ensures that the workflow contains at least one Initial Trigger, one End node, and that all placed nodes are properly connected.


Use Case Example: Onboarding Flow

  1. Trigger: Customer.create
  2. Logic: IF node to check if the customer provided a VAT number.
  3. Action (True): Send a "Business Welcome Kit" email.
  4. Action (False): Send a "Prosumer Welcome Kit" email.
  5. End: Close the execution.

On this page