Pathfix Automation gives you more control by giving you Live and Development environments. This documentation gives you a breakdown of each of the environments and how you can publish your Automations to Live

Your Pathfix Automation account runs under 2 environments:

You can access either of the environments from the top navigation bar:

Before you can publish and start using any automation, you will start your build in the Dev environment. In this environment, you will be able to:

Once you are satisfied with your build in Dev, you will need to push your automation to Live. The Live environment will show you all your live automations and allow you to enable or disable any of them.

You will NOT be able to make any configuration changes in your Live space. 

For any changes, you will need to switch to your Dev environment, make the changes, Test your automation and Push to Live.

Automation Editor

Environments

API Through Pathfix OAuth

API Using Connections

Call Provider API Directly

Editing Existing API

API Editor

Pathfix Automation Docs

Pathfix Automation

Basic Overview

Introduction

Pagination Within API

Create New Automation

Triggering Automation

Import/Export Automation

Sending Data To Your App

Undo/Redo Configuration

Design

Webhooks

Connections

Constants

Log Management

Error Handling Endpoint

Monitor Your Tasks

Manual

Asana Webhook

Google Calendar Webhook

Facebook Webhook

Microsoft Mail Webhook

Quickbooks Webhook

Slack V2 Webhook

Stripe Webhook

Square Webhook

Twitter Webhook

Xero Webhook

Zoom Webhook

Webhooks Setup

Core API Functions

Core Multi

Core Bulk

Append to Delimited List

Base64

Clean HTML

Define Text

Extract Emails

Extract URLs

Parse URL

Multi Replace

Multi Switch

Name value to JSON Object

Sentence Case

Replace

SHA256

Split

Split To JSON

Switch

Trim

Text Before

Text After

Uppercase/Lowercase

Text

Average

Evaluate Math Expression

Number 

Multi

Append or Merge Two Lists (cloned)

Append JSON Object to List

Best Non Empty match

Convert to JSONL

Convert String List to CSV

Convert to CSV

Convert From CSV

Combine by Index

Combine Lists By Key

Combine One to Many

Compare Two Lists (Text List and JSON)

Convert List Format

Convert to flat JSON

Convert List To JSON (Based on Values)

Convert List To JSON Output

Convert to Paged List

Define List

Extract List From JSON

Filter JSON Objects from a JSON List

JSON to Property List

List to HTML Table

Map Keys By Index

Merge Two JSON Object Lists on Key

Sort

Splice

Sum JSON Objects

Summarize by Group

To Separated Text (From Text OR JSON List)

To Text List

Transform Grouped List to a Flat List

List

Add units to Date

Difference between two dates

Format Date

Split Date (Define)

DateTime

Convert JSON to NameValue

Convert YAML to JSON

Convert JSON to YAML

Convert JSON To XML

Convert XML to JSON

Add Property to JSON

Best Match (Multiple)

Convert a JSON Object from one format to another

Convert JSON Object to Text

Convert JSON Text to JSON Object

Fetch JSON Node or List based on XPath Query

JSON to HTMLTable

Merge Two JSON Objects

JSON

Convert Binary .xlsx to JSON

SFTP File Delete

SFTP File Download

SFTP File List

SMTP Send

Untitled

Invite Users

Access Management

SECURITY

Manage Account

Analytics

Request APIs

Request Provider