Workflow Introduction
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 REST APIs, integrate with third-party services, or connect to external databases.
Learn more about External API →
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Why Monetize360?
Visual Workflow Builder
Build complex workflows visually - no coding required. Drag and drop functions, connect them together, and watch your automation come to life.
Powerful Function Library
Access 38+ pre-built functions covering everything from data operations to AI agent integration. Each function is designed to handle common business scenarios.
Flexible Data Models
Create custom Objects to match your business data structure. Define fields, relationships, and validation rules that fit your needs.
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:
- Getting Started - Fundamentals and first workflow
- Functions - Complete function reference
- API Reference - REST API documentation
Quick Links
By Task
- Creating records - Create or Update Record
- Fetching data - Get Single Record
- Sending emails - Send Email
- Calling APIs - Call External API
- Processing arrays - Loop Through Items
- User approvals - Assign Task
By Role
- Developers: Start with System Functions and External API
- Business Users: Focus on CRUD Operations and User Interactions
- Administrators: Review API Reference for integration options
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?
- Read the Getting Started Guide - Build your first workflow
- Browse Functions - See what's available
- Explore the API - Integrate programmatically
Let's start automating! 🚀
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