Functions Overview

Monetize360 provides a comprehensive library of functions to build powerful workflows. Functions are organized into simple, easy-to-understand categories that match how you work.

Function Categories

CRUD Operations

Create, read, update, and delete data in your Objects:

• Create or Update Record - Add a new record or update an existing one
• Insert Workflow Tracker - Insert or update workflow tracker records with auto-generated request ID
• Get Single Record - Find and retrieve one record from a table
• Get Multiple Records - Execute a query and retrieve multiple records from a table
• Bulk Insert Records - Add multiple records at once
• Delete Record - Remove a single record from a table
• Delete All Records - Delete all data from an Object table (non-audit enabled only)
• Delete Multiple Records - Remove multiple records from a table (coming soon)

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User Interactions

Interact with users through emails and action requests:

• Send Email - Send an email to one or more recipients
• Assign Task - Create a task for someone to complete

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System Functions

Core workflow logic, data processing, and utilities:

• Run Sub-Workflow - Run another workflow from within this workflow
• Loop Through Items - Repeat the same actions for each item in a list
• Run JavaScript Code - Write and run custom JavaScript code
• Calculate Expression - Perform calculations and formulas
• Generate PDF - Convert HTML templates to PDF documents
• Export Data to CSV - Execute a query and convert results to CSV file
• Convert JSON to CSV - Convert JSON array data to CSV format and save as a file
• Parse CSV/Excel File - Parse CSV and Excel files from file storage and convert them to JSON format
• Parse Bank Statement - Parse bank statements and other financial documents from PDF, XML, EDI, and Excel formats
• Statement Parser - Parse bank statements from various formats including PDF, XML, EDI and Excel
• Statement Processor - Process bank statements by mapping categories, forex rates, and other data
• Trigger Agent - Trigger an AI agent chat with templated user queries
• Pipeline Query - Execute a query, create a materialized view, and optionally write results to an Object
• Update Execution Secondary Status - Update the secondary status of the current MFlow execution with custom text
• ECR Analysis - Analyze ECR data for financial insights
• Intra-Bank Fee Detail Chart - Generate chart data for intra-bank fee analysis showing potential savings
• Intra-Bank Fee Detail Report - Generate detailed reports for intra-bank fee analysis with transaction-level savings
• Level 1 Analysis - Analyze intra-bank fee data to generate summary reports with rate comparisons and potential savings
• Potential Savings Intra-Bank - Calculate potential savings summary from intra-bank fee analysis
• Potential Savings Multi-Bank - Calculate potential savings summary from multi-bank fee analysis
• Resolve Lookup Field - Resolve lookup fields by finding MData records based on field name and value
• Resolve Picklist Field - Resolve picklist fields by finding picklist items by name for a given category
• Multi-Bank Fee Analysis - Generate comprehensive multi-bank fee analysis reports comparing fees across banks by category
• Run Report - Execute reports based on MReportMaster configuration and return report data
• Process Auto-Debit Payment - Process automatic debit payments using Stripe
• Load Data from Database - Execute SQL queries against database connections and load results into Objects
• Load Data from S3 - Load data from S3 files and store in Objects with optional batch processing
• Approval Workflow - Create multi-stage approval workflows (coming soon)

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External API

Connect with external systems and services:

• Call External API - Connect to an external service or website

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Triggers

Start workflows automatically or manually:

• Manual Start - Start the workflow manually (coming soon)
• Scheduled Start - Run the workflow on a schedule (coming soon)
• Form Submission - Start workflow when a form is submitted (coming soon)

[Image placeholder: Workflow triggers]

Understanding Function Properties

Each function has the following properties:

Execution Mode

• SYNC: Waits for completion before proceeding to next node
• ASYNC: Triggers operation and continues immediately

Block Type

• NATIVE: Built-in platform functions
• CUSTOM: User-created custom functions
• FUNCTION: Reusable function blocks
• API: API integration functions

Input/Output Schemas

Functions define clear input and output schemas using JSON Schema format. This ensures:

• Type safety for your data
• Clear documentation of required parameters
• Validation of inputs before execution

Common Patterns

Simple CRUD Pattern

Start → FetchMData → UpdateLogic → InsertMData → End

User Approval Pattern

Start → InsertMData → UserAction → ApprovalAction → UpdateStatus → EmailNotification → End

Data Processing Pattern

Start → FetchMData → JavaScript (transform) → BulkInsertMData → End

External Integration Pattern

Start → FetchMData → CallExternalApi → ProcessResponse → InsertMData → End

[Image placeholder: Common workflow patterns]

Using Functions in Workflows

1. Drag and Drop

Simply drag functions from the function palette into your workflow canvas.

2. Configure Inputs

Each function has a configuration panel where you can:

• Set required parameters
• Map data from previous nodes
• Define static values
• Configure conditional logic

3. Connect Nodes

Connect function nodes to define the execution flow of your workflow.

4. Reference Outputs

Access outputs from previous nodes using expressions:

{
  "customerId": "${fetchCustomer.output.id}",
  "orderTotal": "${calculateTotal.output.amount}"
}

[Image placeholder: Using functions in workflow designer]

Function Categories Explained

Why These Categories?

We've organized functions to match how people naturally think about workflows:

CRUD Operations - "I need to work with data"

• All database operations in one place
• Create, read, update, delete records
• Bulk operations for efficiency

User Interactions - "I need to involve people"

• Email notifications
• Wait for user actions
• Interactive workflows

System Functions - "I need to process and control"

• Workflow control (loops, subflows)
• Data transformation (JavaScript, expressions)
• Document generation
• Reporting

External API - "I need to connect to other systems"

• REST API integration
• Third-party services
• External data sources

Triggers - "How do I start workflows?"

• Manual execution
• Scheduled runs
• Form submissions
• API triggers

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Best Practices

Choosing the Right Function

1. Start Simple: Use basic CRUD operations before adding complexity
2. Batch Operations: Use bulk functions for multiple records
3. Reusable Logic: Create SubFlows for repeated operations
4. Error Handling: Always plan for failure scenarios
5. User Experience: Use UserActions and EmailNotifications for clear communication

Performance Tips

• Use BulkInsertMData instead of multiple InsertMData calls
• Fetch only the fields you need
• Use expressions for simple calculations
• Use JavaScript for complex transformations
• Implement pagination for large datasets

Security Considerations

• Validate all user inputs
• Use role-based access control
• Store sensitive data encrypted
• Audit all data modifications
• Implement approval workflows for critical operations

Function Documentation Structure

Each function page includes:

• Overview: What the function does
• Properties: Execution mode, type, ID
• Input Schema: Required and optional parameters
• Examples: Real-world JSON examples
• Use Cases: Common scenarios
• Error Handling: How to handle failures
• Best Practices: Tips for optimal use
• Related Functions: Similar or complementary functions

Getting Help

• Inline Help: Hover over parameters in the workflow designer
• Function Documentation: Detailed docs for each function
• Examples: Pre-built workflow templates
• Community: Ask questions in the community forum
• Support: Contact support for assistance

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Next Steps

Ready to start building workflows?

1. Learn the Basics: Start with CRUD Operations
2. Add Logic: Explore System Functions
3. Connect Systems: Use External API
4. Engage Users: Implement User Interactions
5. Automate: Set up Triggers

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