Explore Templates
Templates help you get started quickly with pre-built workflows and forms. Browse the marketplace or use official templates.
Finding Templates
From the Dashboard
- Click New Workflow or New Form
- Select Start from Template
- Browse categories or search
From the Marketplace
- Click Marketplace in the sidebar
- Filter by Templates
- Browse categories:
- Notifications
- Data Processing
- API Integrations
- Automations
Using a Template
Preview First
- Click on any template card
- Review the description and included nodes
- Check required integrations
- See example use cases
Install the Template
- Click Use Template
- Name your new workflow
- Click Create
The template is copied to your account. You can modify it without affecting the original.
Configure Connections
Most templates need you to connect your accounts:
- Look for nodes with warning icons
- Click each to configure
- Connect required integrations
- Fill in your specific settings
Customize
Templates are starting points. Feel free to:
- Add or remove nodes
- Modify conditions
- Change notification channels
- Adjust timing
Popular Templates
Form to Slack
Sends a Slack message when a form is submitted. Great for contact forms, feedback, and signups.
Scheduled Reports
Generates and emails reports on a schedule. Connect to your data source and customize the format.
API Webhook Handler
Receives webhooks from external services and processes the data. Includes error handling and logging.
Data Sync
Keeps data synchronized between two services. Handles conflicts and provides audit logging.
Template Categories
| Category | Description | |----------|-------------| | Notifications | Alerts via email, Slack, SMS | | Data Processing | Transform and move data | | API Integrations | Connect external services | | Scheduled Tasks | Time-based automations | | Forms & Surveys | Data collection workflows |
Creating Your Own Templates
Have a workflow others might find useful?
- Open your workflow
- Click Share > Publish as Template
- Add description and category
- Submit for review
Approved templates appear in the marketplace.
What's Next?
- Marketplace Overview - Explore the full marketplace
- Publishing Templates - Share your workflows
- Creating Workflows - Build from scratch