Extend and develop

Templates

Prebuilt workflows: category, trigger type and difficulty per card.

Ready-made workflows for the jobs most tenants need — catalogue import, orders export, sales digest. A template is a starting point you adapt, not a product you configure.

Where you find it

Integration Studio › Extend and Develop › Templates — /integrations/templates.

Fields and controls

Each card shows a mini preview of the workflow graph, a category tag (COMMERCE, SALES, BUSINESS CENTRAL), trigger badges (SCHEDULED, RUN ON DEMAND) and a difficulty level (BEGINNER, INTERMEDIATE, ADVANCED). Category chips, a level select, sorting and search filter the catalog.

The catalog currently holds ten templates, among them BMECat catalogue import from SFTP, Customers CSV import from SFTP, Daily Sales-Order Digest, Orders CSV export to SFTP and Products CSV import via webhook.

What happens when you change it

Clicking a card opens the template to use it — the result is a normal workflow in Workflows, yours to edit. The template itself stays untouched.

Permissions

Not verified.

Related

Extend and develop

Templates, the connector marketplace, installed packages, your own node packages and the developer hub.

Marketplace

Connector packages that add node categories to the workflow editor.