Forms, data, and workflow actions
Use forms to collect information and workflows to decide what happens next. Most actions are configured inside an assistant, form, booking, or channel record.
| Guide | What it covers |
|---|---|
| AI Form Builder | Fields, WhatsApp screens, prefill, submissions, and follow-up actions. |
| Data Stores | Forms, tables, entries, processor status, and reprocessing. |
| Data Stores Query API | Company-scoped entry retrieval, counts, summaries, and tag changes. |
| Workflows | Choose the editor, connect nodes, save, and test. |
| API Actions | Map workflow data into an external HTTP request. |
| Notification Actions | Email and supported verified channel notifications. |
| Schedules | Review scheduled workflow execution. |
Open Data Stores for forms and tables, or the owning record's Workflow editor for actions. This documentation group is not a promise of a separate Actions sidebar containing every resource.
Start with a useful enquiry, then explore structured data, tools, and workflow actions.