How do I activate workflows in snapAddy DataAgents?

ow do I activate a workflow?

You activate a workflow in snapAddy DataAgents from the workflow list. Use the three-dot menu and select Activate. The workflow then processes incoming data.

1. In snapAddy, open DataAgents.
2. In the left navigation, click Workflows.

1. For the applicable workflow, click the three-dot menu on the right.
2. Select Activate.

Above the workflow list, the label next to Workflows shows the number of active workflows. A play symbol on the workflow icon in the list marks each active workflow.

How do I pause an active workflow?

You pause an active workflow from the same three-dot menu. Select Pause. A paused workflow does not process data. The configuration stays available and you can resume the workflow later.

1. For the active workflow, click the three-dot menu on the right.
2. Select Pause.

How many workflows can I have active at the same time?

The number of workflows that can be active at the same time depends on your DataAgents license type. Core allows 2 active workflows. Business allows 4. Enterprise allows an unlimited number. The label above the workflow list shows how many workflows are active.

You can select Activate at any time. If you reach the limit of active workflows, the dialog Maximum number of active workflows reached opens. The dialog shows the counter of your license type, for example 4/4. It also lists the active workflows. You must deactivate one of these workflows.

1. Close the dialog.
2. Pause one of the listed workflows from its three-dot menu.
3. Activate the applicable workflow again.

Which questions commonly come up next?

How do event-based workflows work in snapAddy?

Event-based workflows start from an external event, for example an incoming email, a web form submission, or a scanned business card. For more information, see How do event-based Workflows work in snapAddy?

How do continuous workflows work in snapAddy DataAgents?

Continuous workflows process all records of a CRM entity type and update them automatically. For more information, see How do continuous workflows in snapAddy DataAgents work?

How do I trigger a workflow through the API?

You trigger an event-based workflow with an HTTP call to the snapAddy API. For more information, see How do I trigger a workflow in snapAddy DataAgents via the API?