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The Workflows page lists every integration in your workspace. From here you can see what’s live, what’s in development, enable or disable individual workflows, and request new ones.

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Workflow Cards

Each card represents one integration. It shows everything you need to know about that workflow at a glance.

Name & Description

The integration name (e.g. HubSpot Closed Won → QuickBooks Invoice) and a short summary of what it does. Click the card to open the full workflow detail.

ID

Fourgent’s internal workflow ID. Reference this when contacting support or looking up runs in Workflow Runs.

Environment Badge

Shows whether the workflow is in Live (production) or Dev (development/testing) mode. See below for what each means.

Created By

The workspace member who built the workflow, and when it was last updated.

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Environment Badges

BadgeWhat it means
LiveThe workflow is running in production. It fires on real events from your connected apps.
DevThe workflow is in development or testing mode. Use this environment to build and validate before going live.

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Enabling and Disabling Workflows

Each workflow card has a toggle in the top right corner.
  • Toggle on — the workflow is active and will fire when its trigger conditions are met
  • Toggle off — the workflow is paused. Trigger events from your apps will be ignored until it’s re-enabled
Use this to temporarily pause an integration without deleting it — for example, during a system migration or while investigating unexpected behaviour.

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Workflow Actions

Click the three-dot menu on any workflow card to see the available actions.

Disable

Pauses the workflow. Same as toggling it off. The workflow stays in your list and can be re-enabled at any time.

Edit Workflow

Opens the workflow in the chat interface so you can describe changes. The agents will update the code, re-run tests, and redeploy.

Triggers

View and manage the trigger configuration for this workflow — the event or schedule that starts each run.

Delete

Permanently removes the workflow and stops all future executions. This cannot be undone. Historical run data in Workflow Runs is preserved.
You’ll also see a copy icon on each card — use this to duplicate a workflow as a starting point for a similar integration.

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Requesting a New Workflow

Click Request new Workflow to start a new integration. This opens the Fourgent chat interface where you describe what you need — the four agents take it from there. You don’t need to prepare anything before clicking it. Just describe the outcome you want:
“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.”
The more specific your description, the fewer follow-up questions the Onboarding Agent needs to ask. Name your apps, describe the trigger, and mention any conditions or exceptions upfront.

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Editing an Existing Workflow

To change how a workflow behaves — adding a new condition, changing a field mapping, or connecting a new app — use Edit Workflow from the three-dot menu. Describe the change in plain language and Fourgent will handle the update end to end.
Your engineers can also edit the workflow code directly in your repository. Any manual changes are picked up when the workflow next runs. Run the test suite after any direct code edit before redeploying.

Workflow Runs

See the execution history for any workflow — filter by status, date, or run ID.

Connections

Manage the app connections your workflows depend on.

How It Works

Understand what happens when you request or edit a workflow.

Quickstart

Step-by-step guide to building and deploying your first integration.