Run TeamRetro retrospectives, health checks, estimations and standups, track actions and agreements, and read insights and reports.
Explore 101 workflow actions for TeamRetro, including account permissions and operation limits.
58 read actions43 write actions
WORKFLOW ACTIONS
What you can configure.
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.
Accept Group Suggestions
Write
Accept pending group suggestions, creating the groups and moving their ideas.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Estimation Items
Write
Add items to an existing estimation.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Feedback To A Health Check Dimension
Write
Submit or replace the caller's feedback (rating and/or written comment) on a health check dimension.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Group Suggestions
Write
Add one or more group suggestions to a retrospective.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Capture Idea
Write
Capture an idea for a team , routed to a retro idea when a retrospective is open, otherwise a parked item.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a Standup Series
Write
Create a standup series for a team.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a Team
Write
Create a new team.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Action
Write
Create a new action items.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Agreement
Write
Create a team agreement.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Comment
Write
Post a comment on a TeamRetro item (idea, group, action, agreement, estimation story, or standup point).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Estimation
Write
Create a new estimation.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Health Check
Write
Create a new health check.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Kudos
Write
Give kudos to a team member on a retrospective idea, a comment, or a whole retrospective, health check, or estimation.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Parked Item
Write
Create a free-form parked item on a team , a topic added to the parking lot to be carried over to the next retrospective.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Retrospective
Write
Create a new retrospective.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Standup Updates
Write
Append new updates and/or apply previous-plan carryover actions for the caller, marking the caller finished.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete A Group Suggestion
Write
Permanently delete a waiting group suggestion.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete A Retrospective Idea
Write
Delete a retrospective idea.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Action
Write
Delete a specific action item.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Agreement
Write
Delete a team agreement.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Comment
Write
Removes the comment (destructive , cannot be undone through the API; any replies to it are kept).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Estimation
Write
Delete a specific estimation meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Health Check
Write
Delete a specific health check meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Kudos
Write
Withdraw a kudos.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Parked Item
Write
Permanently remove a parked item from the team's parking lot.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Retrospective
Write
Delete a specific retrospective meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Standup Updates
Write
Delete the listed caller-owned updates, which may span meetings.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Team
Write
Delete a specific team.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a help article
Read
Returns one published, public help article by its identifier, as plain text.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Action
Read
Retrieve a specific action item.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Agreement
Read
Get a team agreement.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Estimation
Read
Get a specific estimation meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Estimation Markdown Report
Read
Get a specific estimation meeting as a markdown report.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Health Check
Read
Get a specific health check meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Health Check Markdown Report
Read
Get a specific health check meeting as a markdown report.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Health Model
Read
Get a specific health model.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Parked Item
Read
Get a single parked item (a parking-lot topic carried forward to the next retrospective).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Public Template
Read
Return a single public template by its templateGroupId.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Retrospective
Read
Get a specific retrospective meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Retrospective Markdown Report
Read
Get a specific retrospective meeting as a markdown report.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Standup
Read
Get (and lazily open) the current standup meeting , the one the standup's own link opens , or an explicit date's, a day ahead of today included, opened the same way.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Team
Read
Get a specific team.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Team Member
Read
Get details of a specific team member.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get Template
Read
Return a single retrospective template by id, including its columns (topics).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get The Authenticated Caller's Identity
Read
Return the authenticated user's identity, account context, and team memberships.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Get User
Read
Get a specific user.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Health check activity report (CSV)
Read
CSV of health check activity per team over a date range.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Historical team health report (CSV)
Read
CSV of team health scores over time for one health model.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Insights , Account-wide (Unified)
Read
Unified insights endpoint.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Insights , Action Trends (Historical Series)
Read
Get one or more action historical series.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Insights , Actions Key Metrics
Read
Get aggregate action-item insights including a per-team statistics breakdown under teamStatistics.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Insights , Activity Key Metrics
Read
Get aggregate activity insights , meeting counts by type, accepted action and agreement counts, team and people counts , for the account or selected teams over a period.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Insights , Health Ratings History
Read
Get historical health rating series.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Insights , Latest Health Ratings
Read
Get the latest health ratings (most recent two meetings per team/model so a trend direction can be derived).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Insights , Meeting Cadence Snapshot
Read
Get a per-team meeting cadence snapshot.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Latest team health report (CSV)
Read
CSV of each team's latest health scores for one health model.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List A Team's Integrations
Read
List the integrations a team has connected, each with the name people see in TeamRetro, its connection status, and whether an action item can be published to it.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Actions
Read
Get all action items.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Actions For The Authenticated User
Read
List actions assigned to the authenticated user.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Agreements
Read
Get all team agreements.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Comments
Read
List the comments on one item (idea, group, action, agreement, estimation story or standup point) or on one retrospective, estimation or standup, oldest first.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Dimensions For A Health Check
Read
Get all dimensions for a specific health check meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Estimation Items
Read
List the items of an estimation session in session order, one page at a time, each with its full description; a page holds fewer than limit items when their descriptions are long, keeping the.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Estimations
Read
Get all estimation meetings, empty ones included.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Group Suggestions
Read
List AI-suggested idea groupings for a retrospective.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Groups For A Retrospective
Read
Get all groups for a specific retrospective meeting.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Health Checks
Read
Get all health check meetings, empty ones included.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Health Models
Read
Get all health models.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List help articles
Read
Relevance-ranked keyword lookup over the published, public articles on the TeamRetro help centre.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Ideas For A Retrospective
Read
List the ideas in a retrospective, with vote and comment counts and topic/group context.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Kudos
Read
List kudos on the teams the caller can see, with counts by type and recipient over every match.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Parked Items
Read
Get all open parked items for a team , free-form topics carried over to the next retrospective (the team's parking lot / deferred topics).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Public Templates
Read
List public retrospective templates available to every organization.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Retrospectives
Read
Get all retrospective meetings, empty ones included.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Standup Series
Read
List the standup series for a team, paused ones included.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Team Members
Read
Get all members in a specific team.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Team Reports (Batch)
Read
Get markdown reports for all meetings in a team within a date range, skipping empty meetings.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Teams
Read
Get all teams the caller can see.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Templates
Read
List retrospective templates available to your account, including shared built-in templates and any custom templates you have saved.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
List Users
Read
Get all users.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Publish An Action To An Integration
Write
Publish an action item to an integration the team has connected.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reject Group Suggestions
Write
Reject pending group suggestions, dismissing them without creating groups.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove A Vote From A Retrospective Idea Or Group
Write
Remove one vote from a retrospective idea or group.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrospective activity report (CSV)
Read
CSV of retrospective activity per team over a date range.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Search Annotations
Read
Full-text, semantic, or hybrid search over ideas, actions, agreements, and comments visible to the caller.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Submit An Estimate For An Item
Write
Submit or replace your estimate for an item.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Team action activity report (CSV)
Read
CSV of action item activity per team.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Team activity report (CSV)
Read
CSV of team statistics: last activity, memberships, retrospectives, health checks, estimations and actions.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Team Overview
Read
Per-team activity snapshot covering retrospectives, health checks, estimations and actions , the same information a team dashboard surfaces, in one call.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Update A Group Suggestion
Write
Update a waiting group suggestion's title or the ideas it holds.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update A Retrospective Idea
Write
Update a retrospective idea's title.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Action
Write
Update a specific action item.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Agreement
Write
Update a team agreement.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Comment
Write
Update the text of a comment.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Estimation
Write
Update an estimation's context (description), lifecycle status (status) or current phase (phase).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Health Check
Write
Update a health check's context (description), lifecycle status (status) or current phase (phase).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Parked Item
Write
Update a parked item's title (a topic held in the parking lot for the next retrospective).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Retrospective
Write
Update a retrospective's settings (name, description, date, anonymity , increase-only) and/or replace its column list (topics).
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Team
Write
Update a specific team.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Users report (CSV)
Read
CSV of account users, roles, team memberships and recent activity.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
Vote For A Retrospective Idea Or Group
Write
Add votes to a retrospective idea or group.
Permissions and limits
Account permissions
A TeamRetro API key: tra_ account key (Enterprise) or trt_ team key, read or write scope as the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in TeamRetro. A saved workflow is not a completed provider action.
Productivity ยท CONNECTION
