Pricing in WorkFlow is based on your usage, which is measured by the number of actions taken. Each time a bot is triggered and completes its task, it consumes one credit.
One of the key advantages of the platform is that it offers a range of automation capabilities as part of its subscription package. This means that you can take advantage of powerful automation tools without any additional cost. WorkFlow pricing model is based on usage, which means that you only pay for the specific features you need. This includes Integration and SMS bots, autostart.
Free credits | Paid credits |
Automation bots
Email: Email on documents opening Email on documents completion
Documents: Rename workflow instances on completion Add custom event to audit trail Lock documents editing Rename document Rename attachment Create technical revision Delete incomplete workflow instances Redirect recipients to website Notify users on documents completion Rename workflow instances during signing process Merge to PDF bot
Reminder: Remind recipients to complete documents Remind to run workflow Send сustom reminder
Tags: Add tags Delete tags Delete field tags | SMS bots: Send SMS on documents opening Send SMS on documents completion Send document via SMS
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Data Movement bots: Pre-fill from another workflow Pre-fill from doc to doc Pre-fill with custom values Make calculations in documents Sort Table Pre-fill via API
Autostarts: Scheduled Start From another workflow Scheduled start from Excel File Airtable Update |
Autostarts: Google Sheets update Salesforce MS Dynamics 365 NetSuite SharePoint Microsoft 365 Excel update From External Event Scheduled start from Google Sheets
Webhook bots: Send webhook on documents opening Send webhook on documents completion
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Permission bots
Access control: Revoke Access to role Set expiration of role assignment Forbid declining revision Forbid discarding changes Forbid saving as draft Reassign role Enable editing tools Show conditional document Signatures: Set signature type Hide signatures Remove signature stamp
Integration bots: Outlook Gmail
Send documents to Integration contacts (during the step setup)
| Integration bots:
Airtable Formstack Google Sheets HubSpot Magento 1.x Magento 2.x Mailchimp MS Dynamics 365 MS SQL Server MS Teams MySQL NetSuite Microsoft 365 Excel Pipedrive PostgreSQL Procore Salesforce ServiceNow SharePoint Slack Smartsheet Telegram Zendesk Zoho CRM AWS S3 Basecamp Box Cisco Webex Citrix ShareFile DocuSign Dropbox Egnyte Google Calendar Google Drive Jira Monday.com OneDrive Quickbooks CSV SendGrid Shopify Trello UiPath CSV File Excel Spreadsheet |
The free and paid bots are marked additionally in the lis of bots so it can be easily differentiate them.
Additionally, every document sending is counted as a paid credit. However, regardless of how many revisions of the document there may be, each document sending is counted only once towards the total number of credits. This means that even if you make multiple revisions to a documents, you will only be charged for a single action when it is executed.
Note: The documents sending is treated as a paid credit, while documents initiated from public links are counted only after revisions are completed. This is because public links have the potential to be accessed by unauthorized individuals, which may lead to an overstatement of usage.
Document is a digital envelope filled with one or more files sent to different recipients based on their roles in a document workflow. It's like a package that holds everything related to a specific process. Sometimes we call them sends or workflow instances when referring to documents sent from a workflow.
Bot is a software robot that performs actions under certain conditions based on recipient actions, internal triggers, and external third-party service triggers.
Bot credits may vary based on your plan. If you exceed the included credits in your plan, you may incur additional fees at a rate of $0.50 per extra credit usage. To learn more about plans, check this article.
To avoid extra charges, it is recommended to consider upgrade your plan if you consistently require more credits than what is provided. It's worth mentioning that purchasing additional credits is not an available option.
Let’s check the credits usage on the example.
Let's say you have an HR process in which job candidates submit their resumes through the workflow. You want to export the data from the resumes to a Google Sheets spreadsheet and save the resumes themselves to a Google Drive folder.
In the workflow, create a form that includes fields for the candidate's name, contact information, and resume file upload. You can also include other fields as needed, such as the position they are applying for or their availability.
Add the Export to Google Sheets bot to the workflow. Configure the bot to export the data from the form to a specific Google Sheets spreadsheet. You can choose which fields to export and how they should be formatted in the spreadsheet.
Add the Save to Google Drive bot to the workflow. Configure the bot to save the uploaded resume files to a specific Google Drive folder. You can choose how the files should be named and organized in the folder.
Once the bots are set up, whenever a candidate submits a resume through the workflow, their information will be exported to the Google Sheets spreadsheet and their resume file will be saved to the Google Drive folder.
In the provided example, let's break down the actions and their corresponding credits:
Documents sending: this action uses one credit. It represents the start of the workflow.
Export to Google Sheets bot: this bot is triggered when a candidate submits a resume. Each time this bot is completed, it uses one credit. It exports the candidate's information to the Google Sheets spreadsheet.
Save to Google Drive bot: this bot is also triggered when a candidate submits a resume. Each time this bot is completed, it uses one credit. It saves the candidate's resume file to the Google Drive folder.
Therefore, for each candidate who submits a resume through the workflow it will consume three credits: one credit for the documents and one credit for each of the two bots.
Remember that this example is specific to the scenario described, and the number of credits may vary depending on the complexity and configuration of your own workflows.
Credits usage
To check your usage statistics in the breakdown, go to Manage workspace and account> My Workspace > Usage log.
To check the spent credits toward your subscription limit, go to the Manage workspace and account> My Workspace > Subscription.
