Is Roovet Flow standalone?

Yes. Use Flow on its own with webhooks and APIs, or connect it to Roovet apps like CRM, Drive, Mail, and Sign.

What can trigger a flow?

Timers, webhooks, form submissions, file uploads, email events, payment events, and custom app events.

Does Flow support approvals?

Yes. Add single or multi-step approvals with SLAs, reminders, and escalations.

How do I observe and debug runs?

Each run has step-level logs, inputs/outputs, retries, and a timeline. Export logs or subscribe to run webhooks.

Flow

Roovet Flow Triggers • Steps • Approvals • Webhooks

Automate work without glue code.

Name: Roovet Flow
Brand: Roovet

Build reliable workflows in a visual canvas. Start from a template or design your own with conditions, approvals, retries, and clear logs. Use Flow on its own or connect it to your site and apps.

Create your first flow Read API docs

Monthly runs

Team time saved

Flow uptime

TRIGGER

New Form Submission

Capture lead with UTM data

STEP

Create CRM Contact

Map fields · de-duplicate

CONDITION

If industry = Healthcare

Route to compliance track

APPROVAL

Manager Review

SLA 24h · auto-escale

Versioned flows · step-level logs

A builder made for real work

Flow gives you a visual canvas and production-grade controls. Triggers start the run, steps transform and move data, and approvals keep humans in the loop. Every run is observable and exportable.

Visual Canvas

Drag, connect, and branch with if/else gates, loops, and parallel paths.

Rich Triggers

Timers, webhooks, form submits, file uploads, email events, payments and custom app events.

Approvals & SLAs

Single or multi-step approvals with due times, reminders, and escalation paths.

Data Mapping

Type-aware fields, variables, masks, and reusable snippets.

Retries & Error Handling

Automatic retries with backoff, dead-letter capture, and failure notifications.

Roles & Audit

Who can run, edit, publish, or export. Immutable audit trail of changes.

Secrets & Env

Encrypted secrets, environment variables, and per-stage configs.

Webhooks & APIs

Call external services, parse responses, and emit run webhooks.

Versioning & Drafts

Ship safely with drafts, rollbacks, and side-by-side diffs.

From trigger → run → result

STEP 1

Pick a trigger

Start from a schedule, webhook, or an event from your site, store, email, or payment provider.

STEP 2

Design the path

Add steps for transforms, lookups, approvals, and external API calls. Branch by conditions.

STEP 3

Publish with confidence

Version your flow, test on sample data, set concurrency, and turn it on. Observe every run.

# Example: webhook → CRM contact → approval → email
trigger: { type: "webhook", path: "/hooks/lead" }
steps:
  - create_contact: { source: "body", dedupe: ["email"] }
  - if: { when: "industry == 'Healthcare'", then: "route_compliance", else: "route_standard" }
  - approval: { approvers: ["manager@acme.com"], sla_hours: 24, escalate_to: "ops@acme.com" }
  - send_email: { template: "lead_welcome", to: "{{contact.email}}" }

Observability built-in

Step-level inputs/outputs and timing
Automatic retries with backoff
Run webhooks for success/failure
CSV/JSON export for audits

Start from a battle-tested template

Lead capture to CRM + email

Form submit → create contact → route by region → send intro email → notify sales.

Use this template

Quote signed to invoice & paylink

Signature event → create invoice → generate paylink → email customer.

Use this template

File uploaded to redact & archive

Upload → OCR redact PII → store in Drive → share link with limited scope.

Use this template

Payment succeeded to fulfillment

Payment event → create job ticket → assign team → send confirmation.

Use this template

Support email to task triage

New email → detect intent → create task → set priority → reply template.

Use this template

Weekly digest to stakeholders

Schedule → compile metrics → render HTML → deliver by email.

Use this template

Why teams choose Roovet Flow

Automations that survive real life

Many “quick automations” are great for toy tasks and brittle at scale. Roovet Flow was designed for the messy middle: handoffs between people, conditional branches, API timeouts, and audits. You get approvals with SLAs, version control, and failure handling that doesn’t require a midnight firefight.

Standalone by design, integrated when you want

Use Flow without the rest of Roovet. Connect your website via webhooks, call external APIs, and export results to your data warehouse. If you do use Roovet apps, Flow plugs into CRM, Drive, Mail, Sign, Rewards, and Talk—so records, files, and messages line up automatically.

Security and compliance, not as an afterthought

All secrets are encrypted. Roles limit who can run, edit, or export. Every change and run is logged with who/when/what. Your payment or email provider owns PCI and mailbox scope; Flow keeps a clean boundary and surfaces the logs you need.

Sales ops

Route leads, enrich data, trigger outreach, and enforce approvals on discounts.

Finance

Move payment events into exports and reconcile payouts with tidy, filterable CSVs.

Support

Triage inbound email, set priority, and notify the right channel with context.

Compliance

Automate redaction, access windows, and retention with proof in the audit trail.

Security that scales with you

Encryption

Data encrypted in transit and at rest. Secrets stored securely with limited scope.

Permissions

Role-based access for build, run, approve, and export. Least-privilege defaults.

Audit trail

Version history and run logs with step details and outcomes.

Safe webhooks

Signed requests, CSRF-safe hosted endpoints, and optional IP allowlists.

Compliance-ready

Best-practice defaults and exports to support audits and governance.

Observability

Status dashboards, alerts, and webhooks on success/failure.

Simple, transparent pricing

Start free. Upgrade when automation becomes your superpower.

Starter

Best for getting started

Free

Visual builder
3 active flows
1,000 runs/mo
Webhooks
Export logs

Choose Starter

Team

For growing teams

Unlimited flows
Higher run limits
Approvals & SLAs
Roles
Alerts

Choose Team

Enterprise

For scale & control

SLA
SSO enforcement
Environments
Advanced audit & exports

Choose Enterprise

FAQ

Do I need the rest of Roovet to use Flow?

No. Flow works on its own via webhooks and APIs. It also integrates with Roovet apps if you enable them.

How do I migrate existing automations?

Start from a template and recreate steps. You can keep your existing processor, email, or file provider.

What happens on failure?

Steps retry with backoff. Failures are logged with context, and you can subscribe to run webhooks for alerts.

Can I export everything?

Yes. Export run histories and flow definitions as JSON or CSV for audits and analysis.

Ship your first automation today

Pick a template, publish with confidence, and watch the busywork disappear.

Try Flow — Free Documentation