Workflow Steps

Browse all PlaidCloud workflow step types including import, export, table operations, notifications, and integration steps.
Workflow Control Steps

Control PlaidCloud workflow execution with steps for creating, running, stopping, looping, and managing workflow variables.

Import Steps

Import data into PlaidCloud workflows from CSV, Excel, JSON, Parquet, databases, Google Sheets, and many other sources.

Export Steps

Export data from PlaidCloud workflows to CSV, Excel, JSON, XML, Google Sheets, SQL databases, and other file formats.

Table Steps

Transform data in PlaidCloud workflows with table steps for joins, unions, pivots, extracts, copies, and updates.

Dimension Steps

Use PlaidCloud dimension workflow steps to create, load, sort, export, and manage hierarchical data within workflows.

Document Steps

Manage documents in PlaidCloud workflows with steps for file conversion, copying, renaming, deleting, and PDF operations.

Notification Steps

Send notifications from PlaidCloud workflows via email, Slack, Microsoft Teams, SMS, webhooks, and other channels.

Agent Steps

Configure PlaidCloud Agent workflow steps for remote SQL execution, file transfers, and operations behind firewalls.

General Steps

Use general PlaidCloud workflow steps including user-defined transforms, remote Python execution, wait, and pass operations.

PDF Reporting Steps

Generate PDF reports in PlaidCloud workflows using single report and batch report generation workflow steps.

Common Step Operations

Learn about common PlaidCloud workflow step operations including data mapping, filtering, and configuration options.

Allocation By Assignment Dimension

Define allocation rules in PlaidCloud workflow steps to specify how costs are distributed from source to target data records.

Allocation Split

Split and allocate values based on driver data in PlaidCloud workflow steps for cost distribution and activity-based analysis.

Rule-Based Tagging

Tag data records based on configurable rules in PlaidCloud workflow steps for automated categorization and data classification.

SAP ECC and S/4HANA Steps

Connect PlaidCloud workflows with SAP ECC and S/4HANA systems using RFC calls and financial document attachment steps.

SAP PCM Steps

Integrate PlaidCloud with SAP Profitability and Cost Management using workflow steps for model operations and data loading.