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  1. Home
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  3. ERP•AI guide
  4. Nodes reference

Nodes reference

Nodes are the steps of a workflow. Add one by clicking + after an existing node, then search or browse by category in the Add node panel.

ERP•AI guide 3 min read Article 4 of 6 in Workflows (automation)

On this page

  1. Logic
  2. Transform
  3. AI
  4. ERP
  5. Communication
  6. Developer
  7. CRM, Finance, IT, Productivity, Custom
  8. Settings every node has (Settings tab)

Workflows (automation)

  1. Workflows overview
  2. Build your first workflow
  3. Triggers reference
  4. Nodes reference
  5. Workflow settings, runs, and troubleshooting
  6. Workflow failure alerts

Categories: Trigger · Logic · Transform · AI · Communication · CRM · Custom · Developer · ERP · Finance · IT · Productivity

The Add node panel
The Add node panel

Logic

NodeWhat it does
IfSplits the workflow into true and false branches based on a condition
SwitchSends items down one of several branches depending on a value
FilterKeeps only the items that match a condition
For Each / LoopRepeats steps for each item or a set number of times
MergeJoins branches back together
SplitSplits items into separate items
SetSets or overrides fields on each item
WaitPauses the workflow for a set time or until a condition is met
No OpPasses items through unchanged (useful as a placeholder)

Transform

NodeWhat it does
AggregateCombines all input items into one item that holds a list (the opposite of Split / For Each)
Split OutTurns a list field into separate items

AI

NodeWhat it does
AI NodeGenerates text with AI models: summarize, classify, extract, draft replies…

ERP

NodeWhat it does
ERP AIWorks with ERP•AI records. App Source (Current app or another app) and Operation: Bulk Create / Update Records, Create Single Record, Update Single Record, Get Single Record, Get Records (with Page, Page Size, Sort By, and AND/OR Filters), Lock Records, Unlock Records, Lock Record(s) by ID, Unlock Record(s) by ID, Print Document
Deskera BooksPlus, Deskera PeopleWork with Deskera accounting and HR data
NetSuiteIntegrate with Oracle NetSuite
ShopifyWork with Shopify stores
EDIElectronic data interchange
SLA nodesSLA Targets by Priority, SLA Timer Rules by Status, SLA Working Calendar, Track SLA on Ticket: building blocks for service-level tracking
The ERP AI node and its operations
The ERP AI node and its operations

Communication

Brevo · Customer.io · Discord Bot · Discourse · Email · ERPAI Teams Bot Action · Facebook Graph API · Freshdesk · Gmail · Intercom · LinkedIn · Mailchimp · Mailgun · Matrix · Mattermost · Medium · MS Outlook · Postmark · Pushover · Reddit · Rocket.Chat · SendGrid · Slack · Telegram · Twilio · Vonage · WhatsApp Business Cloud · X (Twitter) · Zoom · and more

Developer

NodeWhat it does
HTTP RequestCalls any REST API
Code ExecutorRuns JavaScript code
GraphQLRuns GraphQL queries
Data toolsCrypto (hashing/encryption), Markdown (convert between Markdown and HTML)
DatabasesMySQL, PostgreSQL, MongoDB, Redis, Elasticsearch, Snowflake, Supabase, NocoDB
Files and serversFTP, SSH, S3 / Cloudflare R2, Execute Command
DevOps and monitoringGitHub, GitLab, Bitbucket, CircleCI, Jenkins, Netlify, Cloudflare, Grafana, Sentry, Splunk, PostHog, Segment, Metabase, Kafka

CRM, Finance, IT, Productivity, Custom

Hundreds more integrations, for example HubSpot, Salesforce, Pipedrive (CRM), Stripe, PayPal, Chargebee (Finance), Jira, Zendesk (IT), Google Sheets, Notion, Asana, Trello, ClickUp (Productivity), and community nodes such as OpenWeatherMap (Custom).

Settings every node has (Settings tab)

SettingWhat it does
Continue On FailIf the node errors, it outputs an error item and the workflow carries on instead of stopping
Retry On FailRetries temporary failures up to a set number of times before giving up
Always Output DataOutputs an empty item even when there’s nothing to output, so the next nodes still run
A node’s Settings tab
A node’s Settings tab

The History tab shows the node’s past executions.

PreviousTriggers reference Next Workflow settings, runs, and troubleshooting

Related articles

Triggers reference A trigger is the first node of every workflow. It decides when the workflow runs.Connections (integrations) Connections store the credentials that workflows and services use to talk to other software, such as Slack, Gmail, HubSpot, Stripe, AWS, or your own databases.

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