Business modules

Workflows

Connect events and app steps with conditions, schedules and approvals.

Open the guides below for work in this area. Use Workflows on web or Business → Workflows on desktop. Navigation depends on enabled modules and read access.

Modules and settings

If the menu is missing

Check that the area is enabled in Modules, then check your read permissions in Roles.

Open a guide for connection fields, account selection and app-specific limits.

All connection guides.

© 2026 Era. Era documentation. Something missing or wrong? Write to us: [email protected]