Titles and References

Titles and JsonRefs for Connectors and Helpers

How to change the titles of connectors and helpers?

To make each step of an automation flow easily understandable for everyone, titles are editable. You can click either on the title or the "Edit" button in the right sidebar (the connector panel). Access the connector panel by double-clicking any connector or helper you have dragged onto the workspace.

As in the screenshot above, click on the title or the button and you will be able to edit the title and reference, as you can see in the screenshot below.

Best practice: Ideally, you keep the name of the connector or helper in the title and just add the action the step is doing to the name including all details needed, e.g.:

• Pulling contact from CSV, SalesForce

• Looping over a list of products

• Sending email to each customer

• Boolean decision based on customer_type

• Get NPS score from Zenloop for all new users of the last 7 days

• etc.

Changing references of Connectors and Helpers, a.k.a. RefIDs

As explained above and shown in the previous screenshot, in addition to changing titles, you can change RefIDs. RefIDs are part of each helper and connector. They are the way to reference data pulled or created in various steps of a flow - allowing you to reference data that has been created in a previous step. The concept of RefIDs is explained in full detail here.