Unify Automations is the workflow automation layer of the UnifyApps platform. It lets you connect apps, schedule tasks, and run multi-step logic without writing backend code.
Overview
Unify Automations is the workflow automation layer of the UnifyApps platform. It lets you connect apps, schedule tasks, and run multi-step logic without writing backend code. You describe what should happen — when this occurs, do that — and the platform executes it reliably, whether that means sending a notification, updating a record, or calling another system.
Automations are built on a visual canvas where you wire a trigger to one or more actions. When the trigger fires, the platform executes each action in sequence (or in branches), passing data between steps automatically. The result is a run: one complete execution of the automation from start to finish.
You do not need to manage servers, write API boilerplate, or maintain scheduled jobs. Unify Automations handles the infrastructure — you focus on the logic.
Core Architecture
Every automation follows the same fundamental structure:
Trigger
The trigger is the event that starts a run. Each automation has exactly one trigger. Triggers can listen for events in connected apps (a new record, an updated ticket), respond to an incoming API or HTTP request, fire on a schedule, or be invoked directly by another automation.
Actions
Actions are the steps that execute after the trigger fires. An action can call a connected app (post a Slack message, create a Salesforce record), manipulate data (run code, set a variable, read from storage), or control the flow of the automation (branch on a condition, loop over a list, pause for a delay). A single automation can contain any number of actions arranged in sequence or in parallel branches.
Run
A run is one complete execution of an automation — from the moment the trigger fires to the last action completing or an error stopping execution. Each run is recorded individually and can be inspected in the Monitor tab, where you can see the input and output of every node, identify where a failure occurred, and review error details.
Nodes
Every step on the canvas — the trigger itself and every action — is called a node. Nodes are connected by edges that define the execution order and, in branching flows, the conditions under which each path runs.
Data Pills
Data produced by one node is available to downstream nodes through data pills — structured references to a field in a previous step's output. You select a data pill instead of typing a hard-coded value, so data flows through the automation dynamically on each run.
What You Can Build
Unify Automations supports patterns ranging from simple one-step notifications to complex multi-branch workflows with loops, conditions, and callable sub-automations. Common use cases include:
App-to-app sync — when a record is created or updated in one system, mirror the change in another. For example, create a CRM contact whenever a new user signs up in your product.
Notification and alerting — route events from any connected app to a messaging channel, email, or ticketing system. For example, notify a Slack channel when a high-priority support ticket is opened.
Scheduled data tasks — run a report, aggregate metrics, or trigger a batch operation on a daily, weekly, or custom cron schedule without a server.
Approval and review flows — route submissions through a multi-step approval chain, branching on the outcome at each stage.
API orchestration — use the Callable trigger to expose an automation as an API endpoint, so external systems or other automations can invoke it and receive a response.
Data transformation and enrichment — pull data from one app, transform it with inline code or logic nodes, and write the result to a destination system.
Key Benefits
No backend code required
All trigger subscriptions, API calls, scheduling, and retry logic are managed by the platform. You configure behavior through forms and a visual canvas rather than writing and deploying code.
Centralized connectivity
Unify Automations shares the connector library with the rest of the UnifyApps platform. Any app you have already connected in your workspace is immediately available as a trigger or action source — there is no separate integration setup.
Multiple ways to start
You can build an automation from a blank canvas, start from a prebuilt template that matches a common pattern, or describe what you want in plain language and let the AI generator produce a draft. All three paths end in the same flow builder where you refine and test the result.
Built-in observability
Every run is logged. The Monitor tab shows you the status of each run, the full input and output of every node, and the exact point where an error occurred — so debugging is a matter of reading the trace, not reproducing a failure in production.
Composable by design
Automations can call other automations via the Callable trigger. This lets you build a library of reusable sub-automations and compose them into larger workflows, keeping each automation focused on a single responsibility.
Notes
Keep the following in mind when building with Unify Automations:
Each automation has exactly one trigger; if you need the same logic to start from multiple sources, create one automation per trigger and call a shared child automation via the Callable trigger.
Runs are logged automatically — you do not need to add logging nodes. Use the Monitor tab to inspect any run after it completes.
Use templates for well-known patterns (sync, notify, approve) rather than rebuilding common logic from scratch.
Callable automations can be versioned and deployed independently; update the child automation without redeploying every parent that calls it.
An automation’s execution cost scales with the number of action nodes per run; consolidate related operations into fewer nodes where possible.