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saas.do Documentation

website·Indexed 33 days ago

https://docs.saas.do/

Documentation for saas.do, a platform for creating process automations using a workflow builder. It features an entity builder for data modeling and a wide range of integration blocks for services including OpenAI, Stripe, Microsoft Document Intelligence, MSSQL, Oracle, and file transfer protocols like FTP and SFTP.

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What's inside saas.do

  1. Overview of saas.do SaaS Hub for Windows

    The SaaS Hub is a service provided by saas.do for Microsoft Windows that enables communication with local Windows operating system installations. It is located within the Workflow Builder under: Workflow-Baukasten → DO → Services → SaaS Hub.

    Currently available functions include:

    • File Management (Files)
    • Print Jobs (Printers)
    • Developer Options (SDK Request)

    Note: The SaaS Hub service requires individual configuration. Users must contact saas.do to enable the building blocks in this category.

  2. Overview of the JSON API Call building block

    The JSON API Call building block is used to send requests to external web applications to send and request information. It can be found in the Workflow Builder under Workflow-Baukasten → DO → API.

  3. Overview of File Services in saas.do Workflow Builder

    The 'Files' category in the saas.do Workflow Builder provides building blocks for downloading and uploading files. Available services include FTP, SFTP, and general File Download functionality. These services can be located by navigating to: Workflow-Baukasten (Workflow Builder) → DO → Services.

  4. Overview of the Plant Management (Pflanzenverwaltung) Template

    The Plant Management template allows users to organize and track plants within a building. It features plant tracking, event logging (e.g., watering, fertilizing, repotting), and a reminder system based on watering intervals. Key capabilities include maintaining a history of actions per plant, automated reminders via Email or Slack, and bulk importing plants via Excel.

  5. Overview of the Manage Snapshots interface

    The Manage snapshots area allows users to view and manage application snapshots. The interface includes the following key elements:

    • NAME: The name assigned to the snapshot during creation.
    • SNAPSHOT DATE: The date the snapshot was created.
    • STATUS: Indicates the current state of the snapshot (e.g., Pending or Available).
    • More (mehr) Menu: Provides access to snapshot management actions: edit (modify name), delete (remove snapshot), and apply (restore snapshot).
    • Create Snapshot (Snapshot erstellen): Button to initiate the creation of a new snapshot.

  6. Overview of DO Notification building blocks

    The DO Notifications category in the Workflow Builder provides building blocks to notify users within the application. Available options include:

    • Notify All: Sends a text overlay notification to all currently logged-in users.
    • Notify User: Sends a notification to a specific individual user within the app.

    These blocks are located in the Workflow Builder under: Workflow-Baukasten → DO → Notifications.

  7. Overview of the Manage Workflows interface

    The Manage workflows area allows you to view and manage all app workflows. The interface provides the following information and controls:

    • Search: Find specific workflows by name.
    • NAME: The name of the workflow. Note that workflows created outside this menu have specific naming conventions:
      • Computed property ... for workflows originating from Computed fields.
      • Overviewaction ... for workflows from Overview-Actions.
      • Itemaction ... for workflows from Item-Actions.
    • STATUS: Success rate percentage based on the last 100 runs (e.g., 80% success).
    • TRIGGER: The type of trigger initiating the workflow. Possible values include:
      • Generic (used for Login-Triggers, Overview/Item-Actions, and Computed Fields)
      • API Request
      • Entity Change
      • Incoming E-Mail
      • Scheduler
      • SaasHub
    • More (mehr): A context menu providing options to edit or delete the workflow.

  8. Overview of DO Notification Workflow Blocks

    The DO Notifications category in the Workflow Builder provides building blocks to notify users within the application via text overlays. Available options include:

    • Notify All: Sends a text overlay notification to all currently logged-in users.
    • Notify User: Sends a notification to a specific individual user within the app.

    These blocks are located in the Workflow Builder under: Workflow-Baukasten → DO → Notifications.

  9. Overview of the saas.do SaaS Hub service

    The SaaS Hub is a saas.do service for Microsoft Windows that enables communication with local Windows operating system installations. It is used within the Workflow Builder under the path: Workflow-Baukasten → DO → Services → SaaS Hub.

    Currently available functions include:

    • File management (Files)
    • Print jobs (Printers)
    • Developer options (SDK Request)

    Note: The SaaS Hub service requires individual configuration. Users must contact saas.do to enable the building blocks in this category.

  10. Overview of the Order Management (Auftragsverwaltung) Template

    The Order Management template is designed to manage work orders, assign them to responsible parties, and log their processing history. It features an order overview (showing order number, status, responsible person, title, and creation date) and a detailed view for descriptions and change logs. The template includes built-in logic to transition orders through statuses (Open -> In Progress -> Finished) via dedicated buttons.

  11. Overview of the ToDo App Template

    The ToDo App template allows users to create and manage tasks, assign them to responsible persons, and track their progress in real-time via a dashboard. Key features include manual status updates and an automatic activity log that records every action taken on a task, including who performed the action and when.

  12. Overview of curl for data transfer and API testing

    curl (Client URL) is a powerful command-line tool used to transfer data using URL syntax. It is widely used for API testing and automation scripts. Key capabilities include:

    • HTTP Methods: Support for GET, POST, PUT, and DELETE.
    • File Transfer: Ability to upload and download files.
    • Protocol Support: Works with HTTP, HTTPS, FTP, and SFTP.
    • Authentication: Supports Basic Auth, OAuth, and API Keys.