Installing Marketplace Apps Directly from the Workflow Builder
You can now discover and install marketplace applications directly from within the Workflow Builder interface, eliminating the need to navigate to a separate marketplace section. This integrated approach simplifies the process of enhancing your automations with third-party and CRM-built integrations.
Accessing the App Directory in Workflows
Within the Workflow Builder, locate the "Discover" button in the action panel. Clicking this button displays a comprehensive list of available marketplace apps without leaving your workflow environment, providing a seamless app discovery experience.
Browsing and Filtering Apps
The in-workflow app directory offers categorized browsing to help you quickly find the right integration. You can explore apps organized by:
- Top Installed - Most frequently added by users
- Top Free - Popular apps available at no cost
- Top Paid - Best-selling premium integrations
- Newly Added - Recently published or updated apps
These categories provide a clear overview of trending and newly available applications.
Using the Global Search Bar
For specific needs, use the Global Search Bar to find:
- CRM-built workflow actions
- Marketplace app actions
- Workflow triggers from both built-in and marketplace sources
This universal search functionality eliminates the need to toggle between different tabs to locate required components.
Viewing App Details and Installing Apps
When you find an app of interest, click on it to view detailed information including:
- App functionality overview
- Available actions and triggers
- Pricing information (if applicable)
- User reviews and ratings
A prominent Install button allows you to add the app to your account immediately. After installation, the app's actions and triggers will appear in your "All Actions" panel within the workflow builder, alongside built-in steps.
Identifying App Updates
If you have previously installed an app and the developer has added new actions, you'll see an Update tag next to the app in the Discover panel. This notification helps you stay informed about new capabilities that you can utilize without reinstalling the app.
Frequently Asked Questions
Q: Do I need to leave the workflow builder to install a new app?
No. You can browse, install, and explore app options directly within the workflow builder using the Discover button.
Q: Where do I find actions for apps I've already installed?
All installed app actions are accessible under the "All Actions" section in the workflow builder.
Q: What does the Update tag mean next to an app?
It indicates that the app has new actions or triggers that were not available when you originally installed it.
By integrating the app marketplace directly into workflows, managing your integrations has become more seamless than ever. Use the Discover feature to keep your automations powerful, current, and connected with the tools you use most frequently.