Steps

Steps · 3 min read

Google Sheets · Add a row adds a row to the end of a sheet, with a value for each column you map from the sheet's own headings.

Steps · 5 min read

Brevo · Create or update a contact keeps someone in your Brevo contacts; Add contact to list and Remove contact from list change which lists they are on.

Steps · 3 min read

Add a row always adds a new row; Add or update a row adds one or updates the row with the same unique value — and two runs at once cannot both add it.

Steps · 5 min read

Mailchimp · Add or update a subscriber, Find a subscriber and Unsubscribe keep a person's place in a Mailchimp audience in step with the rest of the business.

Steps · 4 min read

SendGrid · Add or update a contact keeps someone in your SendGrid marketing contacts, optionally on a list; Remove a contact from a list takes them off a list.

Steps · 4 min read

Decide exactly what the system that called your webhook gets back — status code, headers and body — at the point in the workflow where the answer is ready.

Steps · 4 min read

Ask Anthropic Claude, OpenAI or Google Gemini a question for each item, using your company's own API key, and get back text or named fields.

Steps · 3 min read

Merge closes a condition's paths — it waits for every path that ran, then carries on with what they brought, or joins them on a matching field.

Steps · 4 min read

Call any API on the public internet — GET, POST, PUT, PATCH or DELETE — with headers, a body, and a key kept safely in a connection.

Steps · 3 min read

IF tests one value for each item and sends it down Yes or No — equal to, containing, greater than, empty and more.

Steps · 2 min read

Google Sheets · Create a sheet adds a new tab to a spreadsheet, with headings in its first row if you give them.

Steps · 2 min read

Outlook · Create a draft leaves an email in the mailbox's Drafts for a person to check and send.

Steps · 5 min read

Mailchimp · Create a campaign makes a regular email campaign for an audience from your HTML; Send a campaign sends it to the whole audience at once.

Steps · 4 min read

Google Calendar steps put an event in a calendar — with a Meet link if you like — change only what you fill in, or remove it, choosing who Google emails.

Steps · 4 min read

Outlook Calendar steps put an event in a calendar — with a Teams meeting if you like — change only what you fill in, or remove it.

Steps · 4 min read

HubSpot · Create, update or find a record works on contacts, companies, deals and tickets, with the fields from your own HubSpot account. Paid plans.

Steps · 4 min read

Telegram · Edit a message, Delete a message and Pin a message act on a message by its id — usually one an earlier step sent.

Steps · 3 min read

Outlook · Search emails finds emails with Outlook's own search, one item each; Outlook · Get an email reads one email in full.

Steps · 2 min read

Google Calendar · Find free time gives the slots when everyone named is free, one item each — the next step can book the first.

Steps · 2 min read

Outlook Calendar · Find free time gives the times when everyone named is free, one item each — the next step can book the first.

Steps · 4 min read

Find rows gives every matching row of a list as its own item; Find one row gives one item, whatever happens — the row, or found false.

Steps · 2 min read

Telegram · Get chat reads a chat's title, type, description and member count, for the steps after to use.

Steps · 3 min read

Twilio · Get a message reads an SMS or WhatsApp message by its SID — whether it was delivered, what it cost, and any error.

Steps · 3 min read

Outlook · Get an attachment brings an email's attachments in as files — one item each — for later steps to save, send on or read.

Steps · 2 min read

Google Calendar · Get an event reads one event; List events gives the events over the next days, one item each.

Steps · 3 min read

Outlook Calendar · Get an event reads one event; List events gives the events over the next days, one item each.

Steps · 3 min read

Google Sheets · Get rows reads a sheet's rows by their headings; Find a row gives the first row whose column holds a value.

Steps · 2 min read

Filter keeps the items that meet all — or any — of its conditions, and quietly drops the rest.

Steps · 3 min read

Twilio · Look up a number checks a phone number is valid and tells you its country, its national format, its carrier and whether it is a mobile or a landline.

Steps · 4 min read

Twilio · Make a call rings a number from your Twilio number and reads out a message in the voice and language you choose, or plays your own TwiML.

Steps · 4 min read

Email (IMAP) · Move an email files the email New email found in another folder; Mark read or unread changes whether it shows as read.

Steps · 2 min read

Outlook · Move an email files it in another folder, Mark read or unread changes its state, and Delete an email moves it to Deleted Items.

Steps · 3 min read

Files travel with their item — a form upload, an email attachment — and can be attached to an email in a later step by dragging them in.

Steps · 2 min read

Wait pauses a run for minutes, hours or days — up to 30 days — before the next step. Tests skip it.

Steps · 3 min read

Microsoft Teams · Send a message to a channel posts a message, as the connected account, to a channel you choose from your teams.

Steps · 5 min read

Slack · Post a message posts to a channel you pick, as the Bizomate app or as you, with optional link buttons.

Steps · 3 min read

Microsoft SQL · Query runs your SQL against your own SQL Server or Azure SQL database, with values sent as parameters. Paid plans.

Steps · 3 min read

PostgreSQL · Query runs your SQL against your own database, with values from earlier steps sent as parameters, and gives back up to 1,000 rows.

Steps · 5 min read

Discord · Add a reaction puts an emoji on a message; Create a thread starts a thread in a channel, on its own or from a message. Both need a bot.

Steps · 3 min read

Slack · Add a reaction puts an emoji on a message, and Pin a message pins it to its channel.

Steps · 3 min read

Loop Over Items runs the steps on its Once per item path for each item or batch, then carries on down Done with everything that came back.

Steps · 4 min read

Slack · Reply in a thread posts under a message, and Get a thread's replies gives every message in a thread as one item each.

Steps · 3 min read

Outlook · Reply to an email answers an email (Reply or Reply all); Outlook · Forward an email sends it on with a note. Both from the connected mailbox.

Steps · 4 min read

The Code step runs your JavaScript over the items — once for all of them or once for each — and passes on what it returns. Paid plans.

Steps · 3 min read

Slack · Schedule a message hands Slack a message to post in a channel at a date and time you set, up to 120 days ahead.

Steps · 4 min read

Slack · Search messages finds messages with Slack's own search, as you, and gives one item per message found.

Steps · 5 min read

Discord · Send a message posts text and an optional embed card to a Discord channel; Send a file posts a file from an earlier step — with a webhook or a bot.

Steps · 4 min read

Telegram · Send a photo and Send a document send a file from an earlier step, or one at an https address, from your bot with a caption.

Steps · 3 min read

Slack · Send a direct message messages one person, picked from the Slack workspace or found by their email address.

Steps · 6 min read

Telegram · Send a message sends text from your bot to a person, group or channel — plain, Markdown or HTML, with optional buttons that open a link or answer a workflow.

Steps · 4 min read

Twilio · Send a WhatsApp message sends from your Twilio WhatsApp sender — a free-text message inside WhatsApp's 24-hour window, or an approved template outside it.

Steps · 3 min read

The built-in Send an email step sends a plain message from Bizomate's own address to up to 10 people. No connection needed.

Steps · 4 min read

Brevo · Send a transactional email sends one email through Brevo — from one of your Brevo templates filled with values, or with your own sender, subject and HTML.

Steps · 3 min read

Gmail · Send an email sends from the Gmail account the connection signed in as — text or HTML, with attachments and a reply-to address.

Steps · 3 min read

MSG91 · Send an email (MSG91 Email) sends an email from one of your MSG91 Email templates, from your own verified domain, filling in the template's variables.

Steps · 3 min read

Outlook · Send an email sends from the Microsoft 365 mailbox the connection signed in as — text or HTML, with Cc, attachments and a read receipt.

Steps · 5 min read

SendGrid · Send an email sends from one of your verified senders — your own subject and message, or a dynamic template filled with values — with attachments.

Steps · 3 min read

Brevo · Send a transactional SMS sends one text message through Brevo, from a sender name or number, and spends Brevo SMS credits.

Steps · 4 min read

MSG91 · Send an SMS (Flow) sends an SMS from a DLT-approved Flow template to one or more mobile numbers, filling in the template's variables.

Steps · 4 min read

Twilio · Send an SMS sends a text message from one of your Twilio numbers or messaging services, with an optional picture as MMS.

Steps · 4 min read

MSG91 · Send an OTP texts someone a one-time code; MSG91 · Verify an OTP checks the code they type against it.

Steps · 3 min read

Switch sends each item down the first named path whose rule it meets, and the rest down Everything else — or drops them.

Steps · 3 min read

Add, change or drop fields on each item — each with an explicit type, so a number stays a number for the steps after.

Steps · 2 min read

Sort puts the items in order by one field or several — smallest first, A to Z, newest first — with empty values always last.

Steps · 3 min read

Split Out turns a list inside an item — an order's lines, a query's rows — into one item per value, so each can be handled on its own.

Steps · 3 min read

Mailchimp · Add or remove tags puts tags on a person in a Mailchimp audience, or takes them off, so segments and automations pick them up.

Steps · 3 min read

Google Sheets · Update a row changes the columns you map in one row; Delete a row removes it and the rows below move up.

Steps · 3 min read

Slack · Update a message changes the text of a message posted earlier, and Delete a message removes it — as whoever posted it.

Steps · 2 min read

Update rows changes every matching row, not only the first; Delete rows removes everything that matches, after you tick that you understand.