building-flows — Skillopedia

<!-- TIER:1 -- Building Flows A flow moves data from one or more source systems to one or more destination systems. It runs on a schedule, in response to events (webhooks, listeners), or when triggered by another flow. Flows are the primary way integrations get work done in Celigo. A flow has page generators (exports that fetch data) and page processors (imports and lookups that process each record). Processors run sequentially in a flat list, or conditionally through routers that branch records to different paths. These processing pipeline mechanics -- routers, branches, page processors, res…

\n description: |\n Unique identifier for this router within the flow.\n\n Used to reference this router from branches (`branches[].nextRouterId`)\n when chaining routers. Must be unique within the flow's router collection.\n Use at most 36 letters, digits, underscores and hyphens: a longer id, or one\n with a space or a period, fails the save with 422 (\"Router id is missing or\n contains more than 36 characters or invalid characters. Please correct the\n router id.\").\n examples: [\"router_001\", \"customer_type_router\"]\n name:\n type: string\n description: |\n Human-readable name for the router.\n\n Displayed in the UI and logs to help identify the router's purpose.\n examples: [\"Customer Type Router\", \"Order Status Router\"]\n routeRecordsTo:\n type: string\n description: |-\n How many branches a record may continue down. Set together with `routeRecordsUsing` on a\n branching router; leave both unset on a one-branch pass-through router.\n enum: [\"first_matching_branch\", \"all_matching_branches\"]\n x-enumDescriptions:\n first_matching_branch: Routes each record to only the first branch whose criteria match.\n all_matching_branches: Routes each record to every branch whose criteria match, creating copies.\n examples: [\"first_matching_branch\"]\n x-celigo-ai-guidance:\n - Set this and `routeRecordsUsing` together on every router that decides between branches; setting only one of the two is rejected with 422 `invalid_flow_router_config` (\"Either both the routeRecordsTo and routeRecordsUsing fields or none of them should be defined on the router.\").\n - Leave both unset on a one-branch pass-through router (the steps before the first branching router, or a merge point). Setting them there still runs, but Flow Builder shows a router node with one branch and no rules. A router with neither field and more than one branch is rejected with 422 `invalid_flow_router_branch`.\n routeRecordsUsing:\n type: string\n description: |-\n How a branching router decides which branch a record matches. Set together with\n `routeRecordsTo`; leave both unset on a one-branch pass-through router.\n enum: [\"input_filters\", \"script\"]\n x-enumDescriptions:\n input_filters: Evaluate routing criteria using declarative filter expressions.\n script: Evaluate routing criteria using a custom JavaScript function.\n examples: [\"input_filters\"]\n x-celigo-ai-guidance:\n - Set this and `routeRecordsTo` together on every router that decides between branches, and leave both unset on a one-branch pass-through router; the rejections for a half-set pair or a multi-branch pass-through are listed on `routeRecordsTo`.\n script:\n type: object\n description: |\n Script configuration when routeRecordsUsing=\"script\".\n\n Enables custom routing logic that can't be expressed with filters.\n properties:\n _scriptId:\n type: string\n format: objectId\n x-celigo-refModel: scripts\n description: Reference to the script resource\n examples: [\"60a2c4e6f321d800129a1a3c\"]\n function:\n type: string\n description: Function name that returns the branch name for each record\n examples: [\"routeByCustomerType\", \"calculateBranch\"]\n branches:\n type: array\n description: |\n List of branches that define different processing paths.\n\n Each branch has its own criteria and processing steps. Records are evaluated\n against branch criteria in the order defined.\n items:\n $ref: \"./branch.yml#/Branch\"\n required:\n - id\n - branches\n","content_type":"application/yaml; charset=utf-8","language":"yaml","size":4797,"content_sha256":"9b6aa93dfea65014fec5b099d8990b1612fb4118c71ada5a5b152c48bc9c56b9"}],"content_json":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"\u003c!-- TIER:1 -->","type":"text"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Building Flows","type":"text"}]},{"type":"paragraph","content":[{"text":"A flow moves data from one or more source systems to one or more destination systems. It runs on a schedule, in response to events (webhooks, listeners), or when triggered by another flow. Flows are the primary way integrations get work done in Celigo.","type":"text"}]},{"type":"paragraph","content":[{"text":"A flow has ","type":"text"},{"text":"page generators","type":"text","marks":[{"type":"strong"}]},{"text":" (exports that fetch data) and ","type":"text"},{"text":"page processors","type":"text","marks":[{"type":"strong"}]},{"text":" (imports and lookups that process each record). Processors run sequentially in a flat list, or conditionally through routers that branch records to different paths. These processing pipeline mechanics -- routers, branches, page processors, response mapping -- are shared with APIs and tools (see ","type":"text"},{"text":"building-apis","type":"text","marks":[{"type":"code_inline"}]},{"text":" and ","type":"text"},{"text":"building-tools","type":"text","marks":[{"type":"code_inline"}]},{"text":").","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"How to Run the Steps","type":"text"}]},{"type":"paragraph","content":[{"text":"This skill names each build step by what it reads or changes; the exact calls depend on how you reach the account. Read the one reference that matches your tools -- both follow the step numbers of How to Build a Flow below, then Duplicate Records and the headings of Flow Operations:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Celigo MCP tools","type":"text","marks":[{"type":"strong"}]},{"text":" (","type":"text"},{"text":"list_flows","type":"text","marks":[{"type":"code_inline"}]},{"text":", ","type":"text"},{"text":"upsert_flow","type":"text","marks":[{"type":"code_inline"}]},{"text":", ","type":"text"},{"text":"patch_flow","type":"text","marks":[{"type":"code_inline"}]},{"text":", ","type":"text"},{"text":"run_flow","type":"text","marks":[{"type":"code_inline"}]},{"text":", ...) -- ","type":"text"},{"text":"references/mcp.md","type":"text","marks":[{"type":"link","attrs":{"href":"references/mcp.md","title":null}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"The ","type":"text","marks":[{"type":"strong"}]},{"text":"celigo","type":"text","marks":[{"type":"code_inline"},{"type":"strong"}]},{"text":" CLI","type":"text","marks":[{"type":"strong"}]},{"text":" -- ","type":"text"},{"text":"references/cli.md","type":"text","marks":[{"type":"link","attrs":{"href":"references/cli.md","title":null}}]}]}]}]},{"type":"paragraph","content":[{"text":"Planning and checking what already exists only read the account. Creating or changing a resource, enabling a flow, running it, and retrying or resolving its errors all write to the account or to the connected systems. The two surfaces differ most on writes -- which fields can be changed on their own, and whether the read-modify-write of a full update is done for you -- so follow your reference there.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"What Starts a Flow","type":"text"}]},{"type":"paragraph","content":[{"text":"Flows ","type":"text"},{"text":"start themselves","type":"text","marks":[{"type":"strong"}]},{"text":" -- this is the biggest thing that separates them from APIs (invoked by an HTTP caller) and tools (invoked by a consumer). Every flow begins with one or more page generators, of two kinds:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Scheduled exports","type":"text","marks":[{"type":"strong"}]},{"text":" -- the flow runs on a cron cadence and each run pulls from the source: everything (full sync), only what changed since the last run (delta sync), records matching a query, or files landed in an FTP/SFTP/S3 folder. The right primitive for batch work: nightly reconciliations, hourly delta syncs, backfills, off-peak windows.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Listeners","type":"text","marks":[{"type":"strong"}]},{"text":" -- the source pushes to the flow. A webhook fires (or a NetSuite/Salesforce native real-time event triggers) and the payload immediately starts flowing. No schedule; the flow runs as events arrive. The right primitive for event-driven work (\"when X happens, do Y\"), especially when latency matters.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"A flow can mix both, and multi-generator designs are common:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Real-time plus batch safety net","type":"text","marks":[{"type":"strong"}]},{"text":" -- a listener catches events as they fire; a scheduled export reconciles at off-peak hours, catching up after webhook outages","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Consolidating sources","type":"text","marks":[{"type":"strong"}]},{"text":" -- customers from Salesforce AND HubSpot, each with its own generator, feeding the same downstream pipeline","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Different slices of the same source","type":"text","marks":[{"type":"strong"}]},{"text":" -- one export pulls new records, another pulls updated records, when the API exposes them separately","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If the requirement is \"every night at 2 AM, do X\" or \"when a webhook arrives, do Y\" -- that lives on a flow. APIs and tools have no schedule and no listener; they only run when invoked.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Describing a Flow","type":"text"}]},{"type":"paragraph","content":[{"text":"Asked to explain, document or summarize what an integration or a flow does, read each flow's document and its steps -- the flow list doesn't show the sources' schedules, the routing or the filters -- and change nothing. For each flow, say:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"When each source runs.","type":"text","marks":[{"type":"strong"}]},{"text":" A page generator's own ","type":"text"},{"text":"schedule","type":"text","marks":[{"type":"code_inline"}]},{"text":" replaces the flow's for that source, and a generator without one runs on the flow's, so one flow can run a source hourly and another nightly: read ","type":"text"},{"text":"pageGenerators[]","type":"text","marks":[{"type":"code_inline"}]},{"text":" before you say when a flow runs. Both are read in the flow's ","type":"text"},{"text":"timezone","type":"text","marks":[{"type":"code_inline"}]},{"text":". A flow with none runs in the account owner's profile time zone, and in UTC when the owner has none. Give each time with its zone.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"What starts a flow with no schedule.","type":"text","marks":[{"type":"strong"}]},{"text":" A listener runs when a sender posts to it, and a flow named in another flow's ","type":"text"},{"text":"_runNextFlowIds","type":"text","marks":[{"type":"code_inline"}]},{"text":" runs when that flow's run completes. A disabled flow doesn't run at all. The runs agree: ","type":"text"},{"text":"triggeredBy","type":"text","marks":[{"type":"code_inline"}]},{"text":" is ","type":"text"},{"text":"system","type":"text","marks":[{"type":"code_inline"}]},{"text":" on a scheduled run, the upstream flow's ","type":"text"},{"text":"_id","type":"text","marks":[{"type":"code_inline"}]},{"text":" on a chained one, and absent on a listener's.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Where records go.","type":"text","marks":[{"type":"strong"}]},{"text":" Walk the routers from ","type":"text"},{"text":"routers[0]","type":"text","marks":[{"type":"code_inline"}]},{"text":" (","type":"text"},{"text":"Branching Flows","type":"text","marks":[{"type":"link","attrs":{"href":"#branching-flows","title":null}}]},{"text":"). Under ","type":"text"},{"text":"first_matching_branch","type":"text","marks":[{"type":"code_inline"}]},{"text":" a record takes only the first branch, in order, whose filter it matches, so say where a record that matches several goes; under ","type":"text"},{"text":"all_matching_branches","type":"text","marks":[{"type":"code_inline"}]},{"text":" it takes every one.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"What's skipped.","type":"text","marks":[{"type":"strong"}]},{"text":" An export's output ","type":"text"},{"text":"filter","type":"text","marks":[{"type":"code_inline"}]},{"text":" drops the records it doesn't match without an error (the run counts them as ignored), and an import's filter does the same at its step; a record no branch takes leaves with no error and no count.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Fetched Data Needs a Downstream Consumer","type":"text"}]},{"type":"paragraph","content":[{"text":"A common design mistake: ending a flow on an import that ","type":"text"},{"text":"fetches","type":"text","marks":[{"type":"em"}]},{"text":" data back from a remote system (a preview call, a query, a lookup-shaped POST) and relying on response mapping to capture the result. Response mapping makes fields visible to the NEXT step -- if no next step exists, the captured data is discarded when the run ends and nobody sees it.","type":"text"}]},{"type":"paragraph","content":[{"text":"When the requirement says \"preview / estimate / retrieve / fetch / check / look up\", the design needs at least one of:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"A write-back import","type":"text","marks":[{"type":"strong"}]},{"text":" to the source system (most common) -- e.g. source export -> preview import -> update import that writes the captured fields onto the source record","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"A persistent destination","type":"text","marks":[{"type":"strong"}]},{"text":" the user named (file to S3/SFTP, email, database)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"A router or AI agent step","type":"text","marks":[{"type":"strong"}]},{"text":" that consumes the captured data within the same run","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"A two-step export -> fetch-shaped-import flow with nothing after it is a smell -- re-read the intent for where the fetched data should end up. The same applies in reverse: capturing a created record's ID via response mapping is only useful if a later step writes it somewhere.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Flow Topologies","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Linear Flows","type":"text"}]},{"type":"paragraph","content":[{"text":"A flat ","type":"text"},{"text":"pageProcessors[]","type":"text","marks":[{"type":"code_inline"}]},{"text":" list with no routers. One or more page generators feed records through a sequential chain of page processors. Each processor is either an import (","type":"text"},{"text":"type: \"import\"","type":"text","marks":[{"type":"code_inline"}]},{"text":") or a lookup export (","type":"text"},{"text":"type: \"export\"","type":"text","marks":[{"type":"code_inline"}]},{"text":"). Records pass through every step in order. Unique to flows -- APIs and tools always use routers.","type":"text"}]},{"type":"paragraph","content":[{"text":"Older flows -- and Data Loader flows, which still produce it -- can carry the legacy two-step shape instead: a top-level ","type":"text"},{"text":"_exportId","type":"text","marks":[{"type":"code_inline"}]},{"text":" (the one source) and ","type":"text"},{"text":"_importId","type":"text","marks":[{"type":"code_inline"}]},{"text":" (the one destination) in place of ","type":"text"},{"text":"pageGenerators","type":"text","marks":[{"type":"code_inline"}]},{"text":" and ","type":"text"},{"text":"pageProcessors","type":"text","marks":[{"type":"code_inline"}]},{"text":". The platform still accepts and serves it; read such a flow's steps from those two fields, and build new flows with ","type":"text"},{"text":"pageGenerators","type":"text","marks":[{"type":"code_inline"}]},{"text":" and ","type":"text"},{"text":"pageProcessors","type":"text","marks":[{"type":"code_inline"}]},{"text":".","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Branching Flows","type":"text"}]},{"type":"paragraph","content":[{"text":"Page generators feed records into ","type":"text"},{"text":"routers[]","type":"text","marks":[{"type":"code_inline"}]},{"text":" instead of ","type":"text"},{"text":"pageProcessors[]","type":"text","marks":[{"type":"code_inline"}]},{"text":". Each router evaluates records against branch conditions and routes them to matching branches. Branches contain their own ","type":"text"},{"text":"pageProcessors[]","type":"text","marks":[{"type":"code_inline"}]},{"text":" and can chain to other routers via ","type":"text"},{"text":"nextRouterId","type":"text","marks":[{"type":"code_inline"}]},{"text":". Records enter at ","type":"text"},{"text":"routers[0]","type":"text","marks":[{"type":"code_inline"}]},{"text":" and reach every other router only through a ","type":"text"},{"text":"nextRouterId","type":"text","marks":[{"type":"code_inline"}]},{"text":", so the rest of the array isn't execution order (Flow Builder can save routers out of order): walk the chain from ","type":"text"},{"text":"routers[0]","type":"text","marks":[{"type":"code_inline"}]},{"text":" when you describe or change a branching flow.","type":"text"}]},{"type":"paragraph","content":[{"text":"Two routing modes (shared with APIs and tools):","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Input filters","type":"text","marks":[{"type":"strong"}]},{"text":" (","type":"text"},{"text":"routeRecordsUsing: \"input_filters\"","type":"text","marks":[{"type":"code_inline"}]},{"text":") -- S-expression rules on each branch; last branch can omit filter as a catch-all","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Script-based","type":"text","marks":[{"type":"strong"}]},{"text":" (","type":"text"},{"text":"routeRecordsUsing: \"script\"","type":"text","marks":[{"type":"code_inline"}]},{"text":") -- a JavaScript ","type":"text"},{"text":"branching","type":"text","marks":[{"type":"code_inline"}]},{"text":" function returns, per record, an array of branch indices -- zero-based positions in ","type":"text"},{"text":"branches[]","type":"text","marks":[{"type":"code_inline"}]},{"text":" (e.g. ","type":"text"},{"text":"[0]","type":"text","marks":[{"type":"code_inline"}]},{"text":"); ","type":"text"},{"text":"[]","type":"text","marks":[{"type":"code_inline"}]},{"text":" sends the record down no branch","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Flows support both ","type":"text"},{"text":"first_matching_branch","type":"text","marks":[{"type":"code_inline"}]},{"text":" and ","type":"text"},{"text":"all_matching_branches","type":"text","marks":[{"type":"code_inline"}]},{"text":" routing. APIs only support ","type":"text"},{"text":"first_matching_branch","type":"text","marks":[{"type":"code_inline"}]},{"text":". Tools support ","type":"text"},{"text":"first_matching_branch","type":"text","marks":[{"type":"code_inline"}]},{"text":" only.","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"first_matching_branch","type":"text","marks":[{"type":"code_inline"},{"type":"strong"}]},{"text":" -- a record takes the first branch that matches, so a broad filter ahead of a narrow one takes its records: order branches from most to least specific. A script that returns more than one index fails that record with ","type":"text"},{"text":"invalid_script_routing","type":"text","marks":[{"type":"code_inline"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"all_matching_branches","type":"text","marks":[{"type":"code_inline"},{"type":"strong"}]},{"text":" -- a record goes down every branch that matches, each as its own copy.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"No match","type":"text","marks":[{"type":"strong"}]},{"text":" -- a record that no branch takes leaves the run with no error and no ignore count. When records go missing, check each branch's filter, or read a test run's ","type":"text"},{"text":"router","type":"text","marks":[{"type":"code_inline"}]},{"text":" stage, which lists the branches each record took.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"A flow uses EITHER ","type":"text"},{"text":"pageProcessors","type":"text","marks":[{"type":"code_inline"}]},{"text":" (linear) OR ","type":"text"},{"text":"routers","type":"text","marks":[{"type":"code_inline"}]},{"text":" (branching) at the top level -- not both. Turning a linear flow into a branching one moves its top-level steps into the branches; a body that keeps them next to ","type":"text"},{"text":"routers","type":"text","marks":[{"type":"code_inline"}]},{"text":" is refused with 422.","type":"text"}]},{"type":"paragraph","content":[{"text":"A branching router sets both ","type":"text"},{"text":"routeRecordsTo","type":"text","marks":[{"type":"code_inline"}]},{"text":" and ","type":"text"},{"text":"routeRecordsUsing","type":"text","marks":[{"type":"code_inline"}]},{"text":"; a router with only one of them is refused with 422. With input filters:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"The filter shape.","type":"text","marks":[{"type":"strong"}]},{"text":" Each branch's ","type":"text"},{"text":"inputFilter","type":"text","marks":[{"type":"code_inline"}]},{"text":" is ","type":"text"},{"text":"{ version: \"1\", rules: [...] }","type":"text","marks":[{"type":"code_inline"}]},{"text":", not the ","type":"text"},{"text":"{ type: \"expression\", expression: {...} }","type":"text","marks":[{"type":"code_inline"}]},{"text":" wrapper that export and import filters use. A wrapped filter saves without an error, but the branch is stored with no filter, and every record goes down it (live-verified 2026-10-21) -- read the flow back and check each branch's ","type":"text"},{"text":"inputFilter","type":"text","marks":[{"type":"code_inline"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Wrap every ","type":"text","marks":[{"type":"strong"}]},{"text":"extract","type":"text","marks":[{"type":"code_inline"},{"type":"strong"}]},{"text":" in a type conversion -- ","type":"text"},{"text":"string","type":"text","marks":[{"type":"code_inline"}]},{"text":", ","type":"text"},{"text":"number","type":"text","marks":[{"type":"code_inline"}]},{"text":", ","type":"text"},{"text":"boolean","type":"text","marks":[{"type":"code_inline"}]},{"text":", or ","type":"text"},{"text":"epochtime","type":"text","marks":[{"type":"code_inline"}]},{"text":". A bare ","type":"text"},{"text":"[\"extract\", \"\u003cfield>\"]","type":"text","marks":[{"type":"code_inline"}]},{"text":" is refused with 422.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Order the branches.","type":"text","marks":[{"type":"strong"}]},{"text":" They are checked in order. A branch with no filter matches every record, so under ","type":"text"},{"text":"first_matching_branch","type":"text","marks":[{"type":"code_inline"}]},{"text":" the catch-all goes last; under ","type":"text"},{"text":"all_matching_branches","type":"text","marks":[{"type":"code_inline"}]},{"text":" a catch-all also receives a copy of every record the other branches take.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"A two-branch router, wholesale orders to one import and everything else to another:","type":"text"}]},{"type":"code_block","attrs":{"wrap":false,"language":"json"},"content":[{"text":"{\n \"pageGenerators\": [{ \"_exportId\": \"\u003cexportId>\" }],\n \"routers\": [{\n \"id\": \"rT8kQ2mZ4vX\",\n \"routeRecordsTo\": \"first_matching_branch\",\n \"routeRecordsUsing\": \"input_filters\",\n \"branches\": [\n {\n \"name\": \"Wholesale\",\n \"inputFilter\": { \"version\": \"1\", \"rules\": [\"equals\", [\"string\", [\"extract\", \"channel\"]], \"wholesale\"] },\n \"pageProcessors\": [{ \"type\": \"import\", \"_importId\": \"\u003cwholesaleImportId>\" }]\n },\n {\n \"name\": \"Everything else\",\n \"pageProcessors\": [{ \"type\": \"import\", \"_importId\": \"\u003cretailImportId>\" }]\n }\n ]\n }]\n}","type":"text"}]},{"type":"paragraph","content":[{"text":"On an existing flow, this replaces its top-level ","type":"text"},{"text":"pageProcessors","type":"text","marks":[{"type":"code_inline"}]},{"text":" in the full document you send back; every other field goes back as read.","type":"text"}]},{"type":"paragraph","content":[{"text":"When a branching flow needs linear steps before the branch point (e.g., a lookup enrichment or AI classification that all branches depend on), use a ","type":"text"},{"text":"pass-through router","type":"text","marks":[{"type":"strong"}]},{"text":": a single-branch router with ","type":"text"},{"text":"nextRouterId","type":"text","marks":[{"type":"code_inline"}]},{"text":" pointing to the branching router. Omit ","type":"text"},{"text":"routeRecordsTo","type":"text","marks":[{"type":"code_inline"}]},{"text":" and ","type":"text"},{"text":"routeRecordsUsing","type":"text","marks":[{"type":"code_inline"}]},{"text":" on the pass-through router -- including them makes it appear as a filter-based branch in the UI. Leaving both unset is the pass-through shape; the server fills in no default. Setting only one of the two is refused (422 ","type":"text"},{"text":"invalid_flow_router_config","type":"text","marks":[{"type":"code_inline"}]},{"text":"), and so is a pass-through router with more than one branch (422 ","type":"text"},{"text":"invalid_flow_router_branch","type":"text","marks":[{"type":"code_inline"}]},{"text":").","type":"text"}]},{"type":"paragraph","content":[{"text":"The same shape rejoins branches: point every branch's ","type":"text"},{"text":"nextRouterId","type":"text","marks":[{"type":"code_inline"}]},{"text":" at one pass-through router and put the shared steps in its branch. Don't repeat a step in each branch instead -- an import can be a step only once per flow, and a second entry fails with 422 ","type":"text"},{"text":"invalid_flow","type":"text","marks":[{"type":"code_inline"}]},{"text":" (\"already included as a pageProcessor\").","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Abstract / Instance Flows","type":"text"}]},{"type":"paragraph","content":[{"text":"A template/inheritance model. An abstract flow (","type":"text"},{"text":"isAbstract: true","type":"text","marks":[{"type":"code_inline"}]},{"text":") defines the complete graph but cannot execute. Instance flows (","type":"text"},{"text":"_abstractFlowId","type":"text","marks":[{"type":"code_inline"}]},{"text":") inherit the graph and customize via an ","type":"text"},{"text":"overrides","type":"text","marks":[{"type":"code_inline"}]},{"text":" object (connections, schedules, mappings, filters).","type":"text"}]},{"type":"paragraph","content":[{"text":"Use when the same flow structure is deployed across multiple regions, tenants, or environments with different connections or parameters.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Quick Reference","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Flow Type Decision Matrix","type":"text"}]},{"type":"table","attrs":{"layout":null},"content":[{"type":"tr","content":[{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Pattern","type":"text"}]}]},{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Structure","type":"text"}]}]},{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Key fields","type":"text"}]}]},{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Read 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If another flow uses it, stop before any write: tell the user which flows share the step and let them choose -- change it for all of them, give this flow its own copy, or narrow only this flow with a filter on its own import or branch. Then work on the step directly, not the flow: change the export or import itself, or follow the relevant skill (configuring-exports, configuring-imports, writing-scripts, writing-mappings)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Modifying an existing flow's structure","type":"text","marks":[{"type":"strong"}]},{"text":" (add/remove steps, change schedule, rename) -- read the flow, modify the structure, and write the complete document back. Don't rebuild from scratch. Only a few single fields (the name, enable/disable, the flow-level schedule and timezone) can be changed on their own -- your reference lists them. 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An abstract flow can't use top-level ","type":"text"},{"text":"pageProcessors","type":"text","marks":[{"type":"code_inline"}]},{"text":" -- the platform rejects them with 422 ","type":"text"},{"text":"abstract_flow_invalid_fields","type":"text","marks":[{"type":"code_inline"}]},{"text":" -- so put even a linear chain in ","type":"text"},{"text":"routers[]","type":"text","marks":[{"type":"code_inline"}]},{"text":", as one ","type":"text"},{"text":"pass-through router","type":"text","marks":[{"type":"link","attrs":{"href":"#branching-flows","title":null}}]},{"text":" (a single branch, neither ","type":"text"},{"text":"routeRecordsTo","type":"text","marks":[{"type":"code_inline"}]},{"text":" nor ","type":"text"},{"text":"routeRecordsUsing","type":"text","marks":[{"type":"code_inline"}]},{"text":" set). An abstract flow can't reference another abstract flow or be a run-next target, and ","type":"text"},{"text":"isAbstract","type":"text","marks":[{"type":"code_inline"}]},{"text":" can't be cleared while instances exist. Instance flows reference the abstract via ","type":"text"},{"text":"_abstractFlowId","type":"text","marks":[{"type":"code_inline"}]},{"text":" and specify overrides -- they do NOT use the normal scaffolding process. ","type":"text"},{"text":"_integrationId","type":"text","marks":[{"type":"code_inline"}]},{"text":" is NOT inherited and must be set explicitly on the instance.","type":"text"}]},{"type":"paragraph","content":[{"text":"Instances that keep the abstract flow's webhook listener share its URL, so one request runs every enabled instance. To give an instance its own URL, create a separate webhook export and swap it in on that instance with ","type":"text"},{"text":"overrides.exports: [{\"_abstractId\": \"\u003cabstract listener>\", \"_id\": \"\u003cnew export>\"}]","type":"text","marks":[{"type":"code_inline"}]},{"text":" -- exports are the only steps an instance can replace, and an entry with only ","type":"text"},{"text":"_abstractId","type":"text","marks":[{"type":"code_inline"}]},{"text":" is refused with 422.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"6. Design the step sequence","type":"text"}]},{"type":"paragraph","content":[{"text":"For each step, decide:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Type","type":"text","marks":[{"type":"strong"}]},{"text":" -- ","type":"text"},{"text":"import","type":"text","marks":[{"type":"code_inline"}]},{"text":" (write to destination) or ","type":"text"},{"text":"export","type":"text","marks":[{"type":"code_inline"}]},{"text":" (lookup for enrichment). A Celigo Tool runs as an import step (","type":"text"},{"text":"adaptorType: \"ToolImport\"","type":"text","marks":[{"type":"code_inline"}]},{"text":") that must bind every connection the Tool's steps use, or its run fails with ","type":"text"},{"text":"connection_not_overridden","type":"text","marks":[{"type":"code_inline"}]},{"text":" (","type":"text"},{"text":"configuring-imports > Stack and Tool Imports","type":"text","marks":[{"type":"link","attrs":{"href":"../configuring-imports/SKILL.md#stack-and-tool-imports","title":null}}]},{"text":")","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Response mapping","type":"text","marks":[{"type":"strong"}]},{"text":" -- what does a downstream step need from this step's response? A response reaches the record only through the step's response mapping (or a ","type":"text"},{"text":"postResponseMap","type":"text","marks":[{"type":"code_inline"}]},{"text":" hook); without one it's discarded after the call, even when its field names already match what the next step expects. Every lookup whose results are used downstream needs one; skip it only when nothing downstream reads this step's response (often a terminal import). An import's own mapping and its preMap/postMap hooks build only the request it sends: the next step gets the record as it arrived, plus what response mapping merges.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"proceedOnFailure","type":"text","marks":[{"type":"strong"}]},{"text":" -- should the pipeline continue if this step fails?","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Hooks","type":"text","marks":[{"type":"strong"}]},{"text":" -- does this step need a ","type":"text"},{"text":"postResponseMap","type":"text","marks":[{"type":"code_inline"}]},{"text":" script?","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"7. Build the flow JSON","type":"text"}]},{"type":"paragraph","content":[{"text":"Reference the schemas listed in the Quick Reference above for exact field schemas. Every step in the document runs -- there's no comment or placeholder step -- so note planned work in the flow's ","type":"text"},{"text":"description","type":"text","marks":[{"type":"code_inline"}]},{"text":" (up to 5,120 characters), not as a dummy step.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"8. Configure scheduling","type":"text"}]},{"type":"paragraph","content":[{"text":"Pair ","type":"text"},{"text":"schedule","type":"text","marks":[{"type":"code_inline"}]},{"text":" (6-field cron) with ","type":"text"},{"text":"timezone","type":"text","marks":[{"type":"code_inline"}]},{"text":" (IANA). Omit both for listener/webhook/realtime flows. A flow with no ","type":"text"},{"text":"timezone","type":"text","marks":[{"type":"code_inline"}]},{"text":" runs in the account owner's profile time zone, or in UTC when the owner has none, so set the zone the schedule means (\"9 AM every weekday\" should survive daylight saving).","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Write local times as they are.","type":"text","marks":[{"type":"strong"}]},{"text":" The schedule's hours are read in the flow's ","type":"text"},{"text":"timezone","type":"text","marks":[{"type":"code_inline"}]},{"text":", so set the user's zone and keep their hours. Never convert them to UTC: a converted schedule in a zone with daylight saving is an hour off for half the year, and paired with the local ","type":"text"},{"text":"timezone","type":"text","marks":[{"type":"code_inline"}]},{"text":" it is shifted twice.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Day-of-week counts 0=Sunday to 6=Saturday","type":"text","marks":[{"type":"strong"}]},{"text":", so weekdays are ","type":"text"},{"text":"1-5","type":"text","marks":[{"type":"code_inline"}]},{"text":" (or ","type":"text"},{"text":"MON-FRI","type":"text","marks":[{"type":"code_inline"}]},{"text":"): ","type":"text"},{"text":"\"? 5 8,17 ? * 1-5\"","type":"text","marks":[{"type":"code_inline"}]},{"text":" runs at 8:05 AM and 5:05 PM, Monday to Friday. ","type":"text"},{"text":"2-6","type":"text","marks":[{"type":"code_inline"}]},{"text":" is Tuesday to Saturday.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Check the page generators first.","type":"text","marks":[{"type":"strong"}]},{"text":" A page generator can carry its own ","type":"text"},{"text":"schedule","type":"text","marks":[{"type":"code_inline"}]},{"text":", which overrides the flow's for that generator (e.g. one source syncs hourly, another nightly, in the same flow); a generator without one inherits the flow's. Before changing or describing when a flow runs, read its ","type":"text"},{"text":"pageGenerators[]","type":"text","marks":[{"type":"code_inline"}]},{"text":": a generator with its own ","type":"text"},{"text":"schedule","type":"text","marks":[{"type":"code_inline"}]},{"text":" runs on it, and a change has to be made there, because a new flow-level schedule doesn't move it. A generator has no timezone of its own -- its schedule is read in the flow's ","type":"text"},{"text":"timezone","type":"text","marks":[{"type":"code_inline"}]},{"text":". The flow-level ","type":"text"},{"text":"schedule","type":"text","marks":[{"type":"code_inline"}]},{"text":" and ","type":"text"},{"text":"timezone","type":"text","marks":[{"type":"code_inline"}]},{"text":" can be changed on their own, but a generator's ","type":"text"},{"text":"schedule","type":"text","marks":[{"type":"code_inline"}]},{"text":" can't: changing it is a full update of the flow.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Lists and step forms are both valid, and a save can move either five minutes later.","type":"text","marks":[{"type":"strong"}]},{"text":" The platform stores the minute field 5 minutes later when it is 0, 15, 30 or 45, a list of only those minutes, a range from minute 0, or a ","type":"text"},{"text":"*/N","type":"text","marks":[{"type":"code_inline"}]},{"text":" step above 5, and the stored schedule is what runs: ","type":"text"},{"text":"? 0 6 ? * *","type":"text","marks":[{"type":"code_inline"}]},{"text":" (6:00) is stored as ","type":"text"},{"text":"? 5 6 ? * *","type":"text","marks":[{"type":"code_inline"}]},{"text":" and starts at 6:05, ","type":"text"},{"text":"? 0,15,30,45 * ? * *","type":"text","marks":[{"type":"code_inline"}]},{"text":" as ","type":"text"},{"text":"? 5,20,35,50 * ? * *","type":"text","marks":[{"type":"code_inline"}]},{"text":", ","type":"text"},{"text":"? */15 * ? * *","type":"text","marks":[{"type":"code_inline"}]},{"text":" as ","type":"text"},{"text":"? 5-59/15 * ? * *","type":"text","marks":[{"type":"code_inline"}]},{"text":". Other minute fields are kept as sent, such as ","type":"text"},{"text":"? 5 0,4,8,12,16,20 ? * *","type":"text","marks":[{"type":"code_inline"}]},{"text":" (every four hours at :05) and ","type":"text"},{"text":"? */5 * * * *","type":"text","marks":[{"type":"code_inline"}]},{"text":". Read ","type":"text"},{"text":"schedule","type":"text","marks":[{"type":"code_inline"}]},{"text":" back after saving, and give the user the stored times.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"A start during a run is skipped.","type":"text","marks":[{"type":"strong"}]},{"text":" A scheduled start that comes while a run is still in progress is skipped, not queued. Never rewrite a working schedule into another format to fix missed runs.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Every write checks the schedule","type":"text","marks":[{"type":"strong"}]},{"text":", a disabled flow's included: fix or clear a rejected one -- disabling the flow doesn't get past the error.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"9. Set the runtime controls","type":"text"}]},{"type":"paragraph","content":[{"text":"Flow-level and per-step switches that change production behavior. APIs and tools have none of these -- they are flow-only.","type":"text"}]},{"type":"table","attrs":{"layout":null},"content":[{"type":"tr","content":[{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Control","type":"text"}]}]},{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Where","type":"text"}]}]},{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Default","type":"text"}]}]},{"type":"th","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Flip it when","type":"text"}]}]}]},{"type":"tr","content":[{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"proceedOnFailure","type":"text","marks":[{"type":"code_inline"}]}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"per processor","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"false","type":"text","marks":[{"type":"code_inline"}]},{"text":" (a failed record stops there)","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"The step is non-critical and downstream steps still do meaningful work without it (a Slack notification late in the flow shouldn't block the sync). Keep ","type":"text"},{"text":"false","type":"text","marks":[{"type":"code_inline"}]},{"text":" when downstream depends on this step's output. A lookup that finds nothing hasn't failed: the record continues with nothing merged whatever this is set to -- to stop it, make the lookup fail on no match (","type":"text"},{"text":"configuring-exports > Lookup export vs separate scheduled export","type":"text","marks":[{"type":"link","attrs":{"href":"../configuring-exports/SKILL.md#lookup-export-vs-separate-scheduled-export","title":null}}]},{"text":")","type":"text"}]}]}]},{"type":"tr","content":[{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"skipRetries","type":"text","marks":[{"type":"code_inline"}]}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"per page generator (the export has its own, shown as \"Do not store retry data\")","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"false","type":"text","marks":[{"type":"code_inline"}]},{"text":" (failed records keep their retry data and can be retried)","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Work is time-sensitive (retrying a stale webhook is meaningless) -- set it on that generator only. It isn't a duplicate fix -- make the write idempotent instead (","type":"text"},{"text":"configuring-imports > Writing Exactly Once","type":"text","marks":[{"type":"link","attrs":{"href":"../configuring-imports/SKILL.md#writing-exactly-once","title":null}}]},{"text":")","type":"text"}]}]}]},{"type":"tr","content":[{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"runPageGeneratorsInParallel","type":"text","marks":[{"type":"code_inline"}]}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"flow","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"false","type":"text","marks":[{"type":"code_inline"}]},{"text":" (generators run sequentially)","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Sources are independent and can take the load. Careful: parallel generators hitting the same API can blow rate limits that sequential runs respect","type":"text"}]}]}]},{"type":"tr","content":[{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"autoResolveMatchingTraceKeys","type":"text","marks":[{"type":"code_inline"}]}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"flow","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"true","type":"text","marks":[{"type":"code_inline"}]},{"text":" on every new flow: a new error for a record auto-resolves that record's older open errors on the step, a later success resolves them all, and errors classified ","type":"text"},{"text":"intermittent","type":"text","marks":[{"type":"code_inline"}]},{"text":" retry automatically (up to four attempts, the first about 30 minutes later)","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Rarely. Off, every failure of a record stays open until someone resolves it, and intermittent errors get no automatic retry. Repeated trace keys are normal (delta re-emits, retries) and never raise an error -- a ","type":"text"},{"text":"duplicate","type":"text","marks":[{"type":"code_inline"}]},{"text":" classification means the destination already holds the record, so turning this off doesn't fix it","type":"text"}]}]}]},{"type":"tr","content":[{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"logging.mode","type":"text","marks":[{"type":"code_inline"}]}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"flow -- only a patch changes it: creates and full updates ignore ","type":"text"},{"text":"logging","type":"text","marks":[{"type":"code_inline"}]}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"accountLevel","type":"text","marks":[{"type":"code_inline"}]},{"text":" (the account's logging setting)","type":"text"}]}]},{"type":"td","attrs":{"colspan":1,"rowspan":1,"colwidth":null,"alignment":""},"content":[{"type":"paragraph","content":[{"text":"Every run of this flow should keep a per-record log without a debug window. ","type":"text"},{"text":"basic","type":"text","marks":[{"type":"code_inline"}]},{"text":" keeps each record's step status and each HTTP call's method, URL and status code (nothing while the account's logging preference is off); ","type":"text"},{"text":"detailed","type":"text","marks":[{"type":"code_inline"}]},{"text":" adds the payloads and needs payload storage on the account and a plan whose ","type":"text"},{"text":"maxLogMode","type":"text","marks":[{"type":"code_inline"}]},{"text":" allows it -- otherwise arm a time-boxed debug window (","type":"text"},{"text":"troubleshooting-flows","type":"text","marks":[{"type":"link","attrs":{"href":"../troubleshooting-flows/SKILL.md#6-end-to-end-debugging-with-execution-logs-silentlogic-bugs-production-incidents","title":null}}]},{"text":")","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"10. Configure chaining (if needed)","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"_runNextFlowIds","type":"text","marks":[{"type":"code_inline"}]},{"text":" -- trigger other flows when this one completes. The classic use is multi-stage pipelines: \"after the customer-master sync finishes, run the orders sync.\" When a requirement says \"X has to happen, ","type":"text"},{"text":"then","type":"text","marks":[{"type":"em"}]},{"text":" Y\", chain two focused flows rather than building one big one. A flow listed here can't be deleted until the reference is removed (422 ","type":"text"},{"text":"dependencies_not_deleted","type":"text","marks":[{"type":"code_inline"}]},{"text":"), and an abstract flow can't be listed","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"_runNextExportIds","type":"text","marks":[{"type":"code_inline"}]},{"text":" -- more granular: trigger specific exports inside other flows instead of the whole flow","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Set the chain on the upstream flow, and add to its list.","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"_runNextFlowIds","type":"text","marks":[{"type":"code_inline"}]},{"text":" lives on the flow that runs first and is a list that may already name other flows: add the new id and keep the entries already there -- writing a one-item list unchains the others. It can't be changed on its own, so it's a full update of the upstream flow","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"What starts the next flow.","type":"text","marks":[{"type":"strong"}]},{"text":" A run that completes starts it, even one that completed with record errors; a run that fails or is canceled doesn't","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Chaining passes no records.","type":"text","marks":[{"type":"strong"}]},{"text":" The next flow starts from its own sources. Hand records between flows through a store, and design that store as a ledger, not a queue -- see ","type":"text"},{"text":"configuring-lookup-caches > Deduplication Ledger","type":"text","marks":[{"type":"link","attrs":{"href":"../configuring-lookup-caches/SKILL.md#deduplication-ledger","title":null}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"A flow runs one instance at a time.","type":"text","marks":[{"type":"strong"}]},{"text":" A run requested while it is queued or running is refused with ","type":"text"},{"text":"409 job_already_queued","type":"text","marks":[{"type":"code_inline"}]},{"text":", and a run-next trigger that arrives then is dropped, not queued -- several parent completions in quick succession start the child once. Listener events are the exception: they join the listener's open run as more pages until about five minutes pass with no new event, and a later event starts a new run, which can still overlap the previous run's last pages. Don't count on one run at a time to keep a listener's writes apart (","type":"text"},{"text":"Duplicate Records","type":"text","marks":[{"type":"link","attrs":{"href":"#duplicate-records","title":null}}]},{"text":")","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"11. Create disabled, test, enable","type":"text"}]},{"type":"paragraph","content":[{"text":"Always create with ","type":"text"},{"text":"disabled: true","type":"text","marks":[{"type":"code_inline"}]},{"text":". Verify the structure by reading the flow back, then test-run it before you enable it. Read each step's per-stage input, output, and errors where your surface offers them.","type":"text"}]},{"type":"paragraph","content":[{"text":"The flow may be enabled or disabled -- an enabled flow's test run answers 200 and runs (live-verified 2026-10-14). A test run is not a dry run of everything:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Imports never send.","type":"text","marks":[{"type":"strong"}]},{"text":" Each returns its saved ","type":"text"},{"text":"mockResponse","type":"text","marks":[{"type":"code_inline"}]},{"text":" (never its ","type":"text"},{"text":"sampleResponseData","type":"text","marks":[{"type":"code_inline"}]},{"text":"), or a placeholder numbered per record -- ","type":"text"},{"text":"{\"id\": \"1234567890-1\", \"mockResponse\": \"replace me\"}","type":"text","marks":[{"type":"code_inline"}]},{"text":", then ","type":"text"},{"text":"-2","type":"text","marks":[{"type":"code_inline"}]},{"text":", and so on -- that the ","type":"text"},{"text":"response","type":"text","marks":[{"type":"code_inline"}]},{"text":" stage shows as a 200 from the endpoint's URL. So response mappings after an import carry nothing real until you save a realistic mock (","type":"text"},{"text":"configuring-imports > Testing an Import Without Writing","type":"text","marks":[{"type":"link","attrs":{"href":"../configuring-imports/SKILL.md#testing-an-import-without-writing","title":null}}]},{"text":"), and the import's child job counts every mocked record as a success: its ","type":"text"},{"text":"numSuccess","type":"text","marks":[{"type":"code_inline"}]},{"text":" doesn't mean anything was written. An ","type":"text"},{"text":"id","type":"text","marks":[{"type":"code_inline"}]},{"text":" response mapping merges the mock's ","type":"text"},{"text":"id","type":"text","marks":[{"type":"code_inline"}]},{"text":" -- the saved ","type":"text"},{"text":"mockResponse","type":"text","marks":[{"type":"code_inline"}]},{"text":"'s, or the placeholder's ","type":"text"},{"text":"1234567890-1","type":"text","marks":[{"type":"code_inline"}]},{"text":" -- never the destination's, and postSubmit hooks see the same id.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Exports and lookups read the live source","type":"text","marks":[{"type":"strong"}]},{"text":", unless the export has a saved ","type":"text"},{"text":"mockOutput","type":"text","marks":[{"type":"code_inline"}]},{"text":" (at most 10 records and 1 MB), which is replayed instead (the export's transform and filter still run on it).","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Hooks run","type":"text","marks":[{"type":"strong"}]},{"text":", and nothing sandboxes the ","type":"text"},{"text":"integrator-api","type":"text","marks":[{"type":"code_inline"}]},{"text":" module in test mode: treat a hook's writes -- to a lookup cache or state, or an import or flow it runs -- as real.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"One page, and no run history.","type":"text","marks":[{"type":"strong"}]},{"text":" A test run reads only the first page of the generator you pick. It isn't kept with the flow's runs -- reading its job id as a run answers 404 -- so read it from the test-run response and its per-step results.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Enable only after the test run looks right. Enabling is also what switches a NetSuite or topic listener on: its deployment or subscription activates when the flow goes from disabled to enabled, not on a flow created already enabled. 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Important: agents should read /llm.txt, /llms.txt, or /.well-known/skills.json to discover the public Skillopedia API.