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Running workflows

The ways a workflow executes, what it costs while it runs, and where the results go.

1. Ways a workflow runs

  • From the app, on selected rows: pick a few rows and run just those. This is how you test, and how you rerun fixes without touching the rest of the list.
  • From the app, on the list: run the workflow across the rows in its table.
  • As a shortcut: once published, reps trigger the workflow from the Chrome extension or the Shortcuts page in the platform. The page the rep is on supplies the input.
  • Over MCP: an AI assistant connected to the Floqer MCP server can run a workflow with run_workflow and read the results back. Runs over MCP consume credits exactly like runs in the app.
  • On a signal: intent trackers (job posting monitors, headcount growth, role changes, funding, website visitors) keep watching for new matches and feed them in as they appear, so downstream steps run on fresh leads. See Intent signals in the actions catalog.

2. Credits during a run

  • Only actions that look up new information consume credits, and only for the rows they actually run on. Formatting, merging, and exporting are free. The full model is in Credits and pricing.
  • Waterfalls charge for the provider that returned the hit, not every provider in the chain.
  • Cache hits are free: if the same information was already enriched on Floqer before, you get it at no cost.
  • Conditional runs skip rows that don't qualify, which is the single easiest way to cut a run's cost.
  • The Usage tab shows exactly where credits went, run by run.

3. Results

Results land in the workflow's table: one row per lead, one column per field, with the output node marking the fields that count as the result. Read them in the Data view, or programmatically over MCP with list_rows.

4. Send results onward

The endpoint (or an export step) pushes results into your stack:

  • CRMs: Salesforce, HubSpot, Pipedrive, and more, creating or updating records with the enrichment attached.
  • Outreach tools: Lemlist, Outreach, Salesloft, Apollo.
  • Campaigns: the Push to Campaign action enrolls rows straight into a Floqer campaign.
  • Elsewhere: Slack, Google Sheets, or a CSV download.