Glossary

action

A step that carries out a create, update, or search operation on a target application.

connector

Software that integrates workflows and shared data between apps or data sources.

field

An input field of any type (text or data).

file account

(SFTP utility only) Claris Connect lets you create a file account for uploading ZIP files using an SFTP client. Creating the file account generates a host URL and credentials for the upload.

flow

A workflow that connects two or more apps or utilities within a project.

flow step

Also step. Any operation in a flow. Triggers, actions, and If-Then, Stop, and On-Error are all flow steps.

flow template

Also template. A predefined flow.

flow trigger

Also trigger. An event that initiates a flow.

flow variable

Also variable. A named variable for use in flow steps.

namespace

A group of related elements that each have a unique name or identifier. Each element within a namespace has a "local name" that serves as a unique identifier.

navigation pane

On a project page, the area on the left that contains the Flows, Approvals, and Settings tabs.

on-premise agent

A proxy server which allows Claris Connect to securely access data behind a firewall.

project

A set of related flows. For example, the user might have a Salesforce Connectors project.

step data

Actual data returned from a previous step, or preview data.

utility

A predefined component used in steps, such as scheduling an action or performing a calculation.

webhook

Data and executable commands sent from one app to another over HTTP using a POST request.