running-app-actions

When to use

Use this guide for one action, now: "find the HubSpot contact with this email", "create a NetSuite customer", "list today's Shopify orders". Each action is the same one a workflow step runs, run once on its own.

Use building-workflows when the action should repeat, run on a trigger, or chain with other steps. Use a sync (designing-two-way-syncs) when records should stay equal between two apps.

Steps