Monetize360

WorkFlow Documentation

Complete documentation for Monetize360 workflow automation platform

Welcome to Monetize360

Monetize360 is a powerful workflow automation platform that enables you to build complex business processes using visual workflows with simple, drag-and-drop functions.

What is Monetize360?

Monetize360 helps you automate business processes without writing code. Build workflows by connecting pre-built functions, manage your data with custom objects, and integrate with external systems - all through an intuitive visual interface.

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Function Categories

Functions in Monetize360 are organized into simple, easy-to-understand categories:

CRUD Operations

Work with your data - create, read, update, and delete records in your Objects. Everything you need for basic data management.

Use when you need to: Save customer information, fetch order details, update records, or delete old data.

Learn more about CRUD Operations →

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User Interactions

Connect with people through email notifications and user actions. Pause workflows to get human input or send updates to users.

Use when you need to: Send confirmation emails, request approvals, notify users of important events, or collect user input.

Learn more about User Interactions →

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System Functions

Core workflow capabilities including loops, subflows, data transformations, and more. The building blocks for workflow logic.

Use when you need to: Process arrays of data, call other workflows, write custom JavaScript, evaluate expressions, or generate PDFs.

Learn more about System Functions →

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External API

Connect Monetize360 with any external system using HTTP APIs. Integrate with payment gateways, CRMs, ERPs, and more.

Use when you need to: Call third-party APIs, sync data with external systems, or trigger webhooks.

Learn more about External API →

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Triggers

Start your workflows automatically or manually using different trigger types.

Use when you need to: Run workflows on a schedule, start manually, or trigger from form submissions.

Learn more about Triggers →

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Core Concepts

Objects (Data Models)

Objects define your data structure. Think of them as database tables with fields of various types: text, numbers, dates, references to other objects, and more.

Example: A "Customer" Object with fields like name, email, phone, address, and status.

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MData (Records)

MData represents individual records stored in Objects. Each MData record has a unique ID and contains data according to its Object schema.

Example: A single customer record with data like {"name": "John Doe", "email": "john@example.com"}.

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Workflows (MFlows)

MFlows are visual workflows where you connect function nodes to create automation. Data flows from one node to the next, transforming and processing along the way.

Example: Start → Fetch Customer → Calculate Discount → Send Email → End

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Getting Started

Ready to build your first workflow?

  1. Start with the basics - Learn the fundamentals
  2. Explore CRUD Operations - Work with data
  3. Add business logic - Use loops and conditions
  4. Engage users - Send emails and get approvals
  5. Connect systems - Integrate with external APIs

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Common Use Cases

Customer Onboarding

Start → Fetch New Customer → Send Welcome Email → Create Account → Notify Sales Team → End

Order Processing

Start → Validate Order → Check Inventory → Process Payment → Update Stock → Send Confirmation → End

Approval Workflow

Start → Submit Request → Notify Manager → Wait for Approval → Update Status → Notify Requester → End

Data Synchronization

Start → Fetch from CRM → Transform Data → Bulk Insert → Call External API → Log Results → End

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Key Features

Visual Workflow Designer

Build workflows by dragging and dropping function blocks. No coding required for basic operations.

Data Management

Create custom data models (Objects) to store any type of business data. Full CRUD operations included.

User Interactions

Built-in support for email notifications and user tasks. Perfect for approval workflows and notifications.

API Integration

Connect to any REST API with built-in HTTP client. Support for all authentication methods.

Custom Logic

Use JavaScript or expressions for custom business logic when needed.

Scheduling

Run workflows on a schedule or trigger them from external events.

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Why Monetize360?

Easy to Learn

Functions are organized the way people think. No complex concepts to learn - if you can draw a flowchart, you can build a workflow.

Powerful

Don't let the simplicity fool you. Monetize360 can handle complex business processes with loops, conditions, subflows, and custom code.

Flexible

Start with simple workflows and grow. Add complexity only when you need it.

Enterprise-Ready

Role-based security, audit trails, error handling, and monitoring built-in.

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Documentation Structure

Our documentation is organized to help you find what you need:

By Task

By Role

Getting Help

  • Documentation: You're in it! Use the search to find specific topics
  • Examples: Each function page includes real-world examples
  • Community: Join our community forum for questions and tips
  • Support: Contact support for technical assistance

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What's Next?

  1. Read the Getting Started Guide - Build your first workflow
  2. Browse Functions - See what's available
  3. Explore the API - Integrate programmatically

Let's start automating! 🚀

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