Automation connects apps and steps so routine tasks happen without manual work. In Datamorf, an automation (also called a workflow) runs when a trigger fires, then executes steps (actions, transforms, branches) to move or change data, notify people, or update systems.

When to automate

Not all situation requires automation. To spot an automation opportunity, look for any of these events happening in your process:

• Receptive daily/weekly tasks

• Data repeated between apps, creating errors

• Large movement of data

• Lack of communication between department

• Process depending on human actions and so, not scalable

Why automation matters

• Saves time on repetitive tasks.

• Reduces human error.

• Lets you scale processes reliably.

• Frees your team to focus on higher-value work.

Basic terms

Trigger

The Trigger is the event that starts a workflow automatically. Ot can be for example a new email arrived to your inbox, a form submitted on your website, a new order appeared in your shop's database,… ect. Once the trigger happens, the workflow begins and executes the next steps.

Workflow

A sequence of automated actions executed in response to a trigger to achieve a specific outcome.

API

The API is like a bridge that allows different software tools to talk to each other. Datamorf uses APIs to connect and exchange data between your tools.

Webhook

A webhook is a link that allows one app to instantly notify another when something happens. It’s like a “real-time messenger” between systems.

Run

A run is one complete execution of a workflow from start to finish. Each time the trigger fires and the workflow performs its actions, that counts as one run.
Integration

The connection between two or more systems that allows data to move and stay synchronized automatically.

Process

A structured set of activities designed to accomplish a business or operational goal.

Task

A single automated action or step within a workflow.

Data fetching

The act of retrieving data from a source system or API for use in a workflow.

Data sourcing

The process of identifying, collecting, and managing data from various origins for integration or analysis.

Scraping

The automated extraction of data from websites or online platforms where APIs are unavailable.

Mapping

The configuration that defines how data fields correspond between two connected systems.