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Internally, all workflows are stored as a JSON object. Here are some sample workflow configurations from our templates. You can use these as reference on how to structure your own workflows. This schema is also what our API expects when creating a workflow.

​
Invoice

{
  "objects": [
    {
      "name": "Invoice Header",
      "fields": [
        {
          "name": "Invoice Number",
          "description": "Unique invoice identifier",
          "type": "string"
        },
        {
          "name": "Invoice Date",
          "description": "Date the invoice was issued",
          "type": "string"
        },
        {
          "name": "Due Date",
          "description": "Payment due date",
          "type": "string"
        },
        {
          "name": "Vendor Name",
          "description": "Name of the vendor or seller",
          "type": "string"
        },
        {
          "name": "Vendor Address",
          "description": "Address of the vendor",
          "type": "string"
        },
        {
          "name": "Customer Name",
          "description": "Name of the customer or buyer",
          "type": "string"
        },
        {
          "name": "Customer Address",
          "description": "Address of the customer",
          "type": "string"
        },
        {
          "name": "Invoice Currency",
          "type": "string",
          "description": "3-letter currency code"
        }
      ]
    },
    {
      "name": "Line Items",
      "tables": [
        {
          "name": "Invoice Line Items",
          "columns": [
            {
              "name": "Description",
              "type": "string"
            },
            {
              "name": "Quantity",
              "type": "number"
            },
            {
              "name": "Unit Price",
              "type": "number"
            },
            {
              "name": "Total",
              "type": "number"
            }
          ]
        }
      ]
    },
    {
      "name": "Invoice Totals",
      "fields": [
        {
          "name": "Subtotal",
          "description": "Total before taxes",
          "type": "number"
        },
        {
          "name": "Tax Amount",
          "description": "Total tax amount",
          "type": "number"
        },
        {
          "name": "Total Amount",
          "description": "Final total amount due",
          "type": "number"
        }
      ]
    }
  ]
}

​
Bank statement

{
  "objects": [
    {
      "name": "Account Information",
      "fields": [
        {
          "name": "Account Holder Name",
          "description": "Name of the account holder",
          "type": "string"
        },
        {
          "name": "Account Number",
          "description": "Bank account number",
          "type": "string"
        },
        {
          "name": "Bank Name",
          "description": "Name of the bank",
          "type": "string"
        },
        {
          "name": "Statement Period",
          "description": "Period covered by the statement",
          "type": "string"
        },
        {
          "name": "Opening Balance",
          "description": "Balance at the start of the period",
          "type": "number"
        },
        {
          "name": "Closing Balance",
          "description": "Balance at the end of the period",
          "type": "number"
        }
      ]
    },
    {
      "name": "Transactions",
      "tables": [
        {
          "name": "Transaction History",
          "columns": [
            {
              "name": "Date",
              "type": "string"
            },
            {
              "name": "Description",
              "type": "string"
            },
            {
              "name": "Amount",
              "type": "number"
            },
            {
              "name": "Balance",
              "type": "number"
            }
          ]
        }
      ]
    }
  ]
}
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