To build reliable and effective workflows, it’s crucial to understand how data flows between steps and how it’s structured. This foundational knowledge will help you successfully map data, perform transformations, and troubleshoot issues.
How Data Moves Between Workflow Steps
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Each workflow step produces an output, which becomes available for use in later steps.
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You can access this data using the Variable Selector when configuring inputs in subsequent steps.
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This enables dynamic, data-driven workflows where each step reacts to real-time information.
Example Data Flow:
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Trigger Step: New patient form submission.
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Action Step 1: Create a new record in the CRM using form data.
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Action Step 2: Send a confirmation email using the patient’s name and email captured from the trigger step.
Types of Data in Variables
Each variable in Keragon is associated with a specific data type, indicated by a symbol next to the variable’s name. Understanding these data types is essential because many inputs expect data in a specific format.
| Data Type | Description | Icon |
|---|---|---|
| String | Textual data. Example: "John Doe". |
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| Number | Numeric data. Example: 10. |
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| Boolean | True or false values. Example: true or false. |
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| Array | A list of items, such as ["Apple", "Banana", "Cherry"]. |
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| Object | A collection of key-value pairs. Example: { "firstName": "John", "lastName": "Doe" }. |
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| Null | Represents the absence of data. Used when a value is missing or not initialized. | |
Knowing the data type helps you select the right variables and apply proper formatting or transformations when needed.
Best Practices for Working with Data
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Always inspect variable data types before mapping them to inputs.
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Use the Variable Selector to explore available data and avoid manual errors.
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Apply data formatting helpers to ensure consistency and meet app requirements.
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Handle null values gracefully to prevent workflow errors.
By understanding how data flows through your workflows and the types of data you’re working with, you can confidently build automations that are both reliable and flexible.