For consultants and agencies who set up automation for other people. Referral links, how credit is attributed, payout timing and what the partner directory listing needs from you.
Getting started
Your first hour in Syncline. Build a flow from an empty canvas, understand what a trigger and an action are, and get the rest of your team into the workspace with the right level of access.
Other sections
When a flow stops doing what you expected. Read a run history, find the record that failed, decode the error message and replay the runs you missed while nobody was looking.
How a task is counted, what happens when you hit a plan limit, and the exact steps for changing plan, swapping a card or pulling last quarter's invoices for your finance team.
Field mapping, filters, lookups and the small decisions that separate a flow you trust from one you check every morning. Written around the four apps people wire together first.
Everything about linking an app account to Syncline: which permissions we ask for and why, how to add a second account for the same app, and what to do when a connection expires overnight.
Your first hour in Syncline. Build a flow from an empty canvas, understand what a trigger and an action are, and get the rest of your team into the workspace with the right level of access.