Marketing · CONNECTIONCreate images and PDFs from Switchboard Canvas templates, with overwrites, batches, videos and S3 output.
Explore 3 workflow actions for Switchboard, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create images (or a PDF) from a template at one or more sizes, with element overwrites, optionally from a page, a tweet, videos or a batch.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List a template's elements with their names and types (text, image or rectangle).
List the templates in your account with their API names.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Switchboard. A saved workflow is not a completed provider action.
