> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

The Workflows page lists every integration in your workspace. See what's live, what's in development, enable or disable individual workflows, and request new ones.

***

## Workflow Cards

Each card shows everything you need to know about that integration at a glance.

| Field                  | What it shows                                                            |
| :--------------------- | :----------------------------------------------------------------------- |
| **Name & Description** | The integration name and a short summary of what it does                 |
| **ID**                 | Fourgent's internal workflow ID — reference this when contacting support |
| **Environment Badge**  | Whether the workflow is **Live** (production) or **Dev** (development)   |
| **Created By**         | The workspace member who built it and when it was last updated           |

***

## Environment Badges

<CardGroup cols={2}>
  <Card title="Live" icon="circle-dot">
    The workflow is running in production. It fires on real events from your connected apps.
  </Card>

  <Card title="Dev" icon="code-branch">
    Development or testing mode. Build and validate here before going live.
  </Card>
</CardGroup>

***

## Enabling and Disabling

Each workflow card has a **toggle** in the top right corner.

* **On** — the workflow is active and fires when its trigger conditions are met
* **Off** — the workflow is paused. Trigger events are ignored until re-enabled

Use this to temporarily pause an integration without deleting it — for example, during a system migration or while investigating unexpected behaviour.

***

## Workflow Actions

Click the **three-dot menu** on any card.

<AccordionGroup>
  <Accordion title="Disable" icon="pause">
    Pauses the workflow. Same as toggling it off. Stays in your list and can be re-enabled at any time.
  </Accordion>

  <Accordion title="Edit Workflow" icon="pen">
    Opens the workflow in the chat interface. Describe the change in plain language — the agents update, retest, and redeploy.
  </Accordion>

  <Accordion title="Triggers" icon="bolt">
    View and manage the trigger configuration — the event or schedule that starts each run.
  </Accordion>

  <Accordion title="Delete" icon="trash">
    Permanently removes the workflow and stops all future executions. **Cannot be undone.** Historical run data in Workflow Runs is preserved.
  </Accordion>
</AccordionGroup>

You'll also see a **copy icon** on each card — use this to duplicate a workflow as a starting point for a similar integration.

***

## Requesting a New Workflow

Click **Request new Workflow** to start building. This opens the Fourgent chat — describe what you need and the four agents take it from there.

> *"When a new person is created in Pipedrive with the 'Warm' label, create a contact in HubSpot."*

> *"Every night, reconcile invoices in QuickBooks against payments in Stripe."*

<Tip>
  Name your apps, describe the trigger, and include any conditions or exceptions upfront. The more specific your description, the fewer follow-up questions the Onboarding Agent needs to ask.
</Tip>

***

## Editing a Workflow

To change how a workflow behaves — new condition, new field mapping, new app — use **Edit Workflow** from the three-dot menu. Describe the change in plain language and Fourgent handles the update end to end.

***

## Related

<CardGroup cols={2}>
  <Card title="Workflow Runs" icon="table-list" href="/workflow-runs">
    See the execution history for any workflow.
  </Card>

  <Card title="Connections" icon="plug" href="/connections">
    Manage the app connections your workflows depend on.
  </Card>

  <Card title="Tips for Prompting" icon="lightbulb" href="/tips-for-prompting">
    Get a better first description for faster, more accurate builds.
  </Card>

  <Card title="How It Works" icon="gear" href="/how-it-works">
    Understand what happens when you request or edit a workflow.
  </Card>
</CardGroup>