Using Tables with workflows

Learn how to connect Conduitly Tables to your workflows so you can store, read, and update data as part of your automations.

What Tables are

Tables is Conduitly's built-in database feature. You can use a Table as a destination for your workflow data or as a source, reading from it to populate other apps. This lets you use Tables as an intermediate store, a reference dataset, or a lightweight operational database within your automations.

Two ways to use Tables in a workflow

Tables as an action (writing data in)

Your trigger fires and Conduitly writes the incoming data into a Table as a new row. Use this to collect and store records from any trigger, for example, logging every new employee added in an HR system, or archiving every form submission.

Tables as a trigger (reading data out)

A workflow watches a Table for new or updated rows and uses that data to drive actions in other apps. Use this to push data outward, for example, when a row is added to a Table, create a corresponding record in a CRM or send a notification.

Before you begin

Before you start, make sure you have:

A Conduitly Table already created with the columns you need. Go to Tables in the sidebar to create one.
A workflow open in the builder.

Using a Table as an action step

1. Add an action step to your workflow

In the workflow builder, click the + button below your last node to add a new action step.

2. Select Conduitly Tables as the app

In the app picker, search for and select Conduitly Tables.

3. Choose an event

Select the event that matches what you want to do, for example, Create Record to write a new row into the Table.

4. Connect your account and configure the mapping

Work through the Account and Mapping tabs. In the Mapping tab, select the specific Table you want to write to and map the trigger fields to the Table's columns.

5. Test and publish

Test the action to confirm a row is created in your Table as expected, then publish the workflow.

Using a Table as a trigger

1. Select Conduitly Tables as the trigger app

When building a new workflow, choose Conduitly Tables as your trigger app.

2. Choose a trigger event

Select the event that should start the workflow, for example, New Row to trigger when a new record is added to the Table.

3. Select the Table

In the trigger's Settings tab, choose the specific Table to watch.

4. Test the trigger

Navigate to the Test tab and run the test to confirm Conduitly can retrieve rows from the Table. The fields from your Table columns will appear as available data in the mapping step.

5. Configure your action steps and publish

Map the Table data to your action steps as needed, then publish the workflow.

Auto Save Forms to Tables

When building a Form in Conduitly, you can enable the Auto Save to Cloud Table toggle on the form builder canvas. When this is on, every form submission automatically connects to a Conduitly Table without needing to configure a separate workflow.

Use Forms with workflows
Workflow run history and logs