Epilot

Workflow automation: create and manage flows, start, search and cancel executions, and run bulk jobs

Workflows: create and manage reusable workflow templates, sections, steps, flow templates and closing reasons

ERP and external system integration: manage integrations, ERP pricing imports, monitoring and secure proxy calls

Kanban boards: create, share and update swimlane boards, query Flows data for cards

Entities: manage schemas, CRUD records, relations, imports and exports for business objects like Contacts

File storage: upload, preview, share via public links, and organize files into collections

Validation: define reusable input rules (regex, ranges, lengths) and attach them to journey blocks or entity attributes

Design management: create, duplicate and generate designs, upload files, and attach designs to consumers

Journey configuration: create, version, publish and search customer journeys, plus environment variables and products

Mappings: store and version entity mapping configs, execute mappings and relations, search config history

Access control: define roles, assign them to users, and check current permissions

Templates: compile Handlebars across email and documents, manage custom variables and search variable context

Dashboards: create, favourite and manage dashboards, insights and visualisation configs

Notifications: create, list and mark as read, plus notification templates and previews

Users and groups: invite, manage and sign up users, set passwords, and configure user settings and navigation

Email templates: save, edit and migrate templates, replace variables, bulk-send messages

Environment variables: list, create, update and delete variables, plus manage variable groups and secrets

Targets: create, read, update, patch and delete target records

Catalog: products, prices, taxes, coupons and product recommendations: create, read, update and delete

Events: configure webhook endpoints, trigger, replay and inspect delivery events, and fetch example payloads

Apps: publish app configurations and versions, install or uninstall apps, and query app analytics events