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Getting Started

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Welcome to Softyflow, your all-in-one low-code platform to build, automate, and monitor business applications without writing code. This guide will help you get started quickly, understand how the platform is structured, and build your first real application step by step. Whether you're a business user designing internal tools, a product manager automating workflows, or a developer integrating with external systems, Softyflow adapts to your needs with simplicity and power.

With Softyflow, you can:

  • Design modern forms and dynamic user interfaces
  • Automate business processes with visual workflows
  • Store and organize data in collections or connect to external APIs
  • Track operations and performance with built-in reporting

You don’t need to be a developer to build apps but if you are, you’ll find powerful tools to go even further.

Let’s dive in and build your first app.

The Softyflow Platform​

Softyflow is an all-in-one low-code platform to build, automate, deploy, and monitor business applications all from a single, unified workspace. Softyflow is the fastest way for business users, product owners, and developers to create customized internal tools for HR, Finance, Operations, Sales, and IT teams.

Build, automate, deploy, and monitor with Softyflow​

Softyflow enables you to:

  • Connect to your data sources : Securely integrate with internal databases, REST APIs, SQL servers, and external systems.
  • Build intuitive user interfaces : Drag-and-drop visual editor to create forms, dashboards, and portals. Customize components through rules, scripts, or external data bindings.
  • Automate workflows : Design complex business processes using a BPMN modeler with manual tasks, decisions, timers, and integrations.
  • Manage data seamlessly : Store and organize business data with integrated MongoDB-based collections, accessible across forms and workflows.
  • Deploy with confidence : Version control, environment isolation (TEST, UAT, PROD), and safe publishing cycles.
  • Monitor your operations : Track task instances, workflow performance, KPIs, and application error logs.

Connect to integrations​

Softyflow supports a wide range of integrations, so you can easily connect your applications to your existing stack:

  • Databases : MongoDB, MySQL, PostgreSQL, SQL Server, Snowflake
  • External APIs : REST, GraphQL, OAuth2-secured endpoints
  • Authentication providers : LDAP, SAML, OAuth2
  • Mail services : Gmail, Outlook, Mailgun, SMTP-based providers

All integrations can be environment-specific and secured with token management and granular access control.

Build dynamic user interfaces​

Design modern, responsive user interfaces with:

  • Tables, forms, grids, charts, images, and embedded reports
  • Drag-and-drop widget configuration
  • Rule-based dynamic behaviors and visibility conditions
  • JavaScript extensions for advanced customization
  • Reusable components with shared styling and metadata-driven logic

You can also import and reuse Custom Lists and Collections to accelerate form creation.

Create and launch powerful APIs​

You can define internal APIs directly from the platform:

  • Create API endpoints by orchestrating database queries, external service calls, or workflow triggers
  • Use APIs to drive dynamic UI behavior, automate third-party integrations, or expose internal operations securely
  • Test and monitor API usage through the Softyflow console

Every API can be linked to specific user actions, workflows, or scheduled events.

Create and Launch Powerful APIs

You can define and manage internal APIs directly within Softyflow to orchestrate data operations, connect to external systems, or trigger internal workflows.

  • Create API endpoints by combining database queries, external service calls, and process logic
  • Drive dynamic UI behavior and automate third-party integrations
  • Test and monitor usage directly in the API console
  • Link APIs to user actions, workflows, or scheduled tasks

Error Handling and Reliability

To improve reliability and observability, you can configure:

  • Retry logic for failed API calls, with customizable retry count and delay
  • Fallback scenarios such as default values, backup endpoints, or manual escalation
  • Execution logs visible from the interface, including response codes, payloads, and failure reasons
  • Status tracking, so you can monitor each call’s outcome, duration, and usage over time

These features help ensure consistent behavior, faster debugging, and better control over integrations in production.

Automate workflows​

Use the visual process modeler to design business workflows that combine human tasks, system logic, and external integrations. You can define approval flows, assign tasks based on roles or metadata, and automate actions such as escalations, reminders, or data updates. Workflows support both manual triggers (from a form or button) and automated execution (via timers, API calls, or webhooks). Each process can include:

  • Conditional logic and decision branches
  • Process variables to carry data between steps
  • Integration steps to call APIs or update external systems
  • Delegation rules and SLA-based escalations

This lets you model even complex business logic without writing backend code.

Deploy and manage environments​

You can manage your application lifecycle safely and progressively across isolated environments:

  • TEST for technical validation
  • UAT for user acceptance
  • PROD for live operations

Each environment can have its own configuration including API keys, authentication, metadata, and permissions so you can test confidently before releasing to end users.

Key Capabilities

  • Promote forms, workflows, and reports across environments
  • Track every version and roll back if needed
  • Manage API keys and environment-specific variables
  • Ensure separation of test and production data
  • Monitor changes with full traceability and audit logs

Example: From Draft to Production

Let’s say you’re building a new Leave Request feature:

  1. Design & Test (TEST Environment)
  • Create the form and workflow
  • Simulate approval steps, validate the fields and logic
  • Use test accounts to verify that task assignments and process variables behave correctly
  1. Validate in UAT
  • Promote the validated draft to the UAT environment
  • Ask HR users to test with real scenarios
  • Collect feedback and apply final updates
  • Confirm email notifications, access permissions, and API calls function as expected
  1. Release to PROD
  • Deploy the approved version to production
  • All changes are versioned and reversible
  • If issues arise, roll back instantly to a previous working version

This approach helps you deliver high-quality apps with minimal risk and full control.

Access control and security​

You can manage access to your applications and data with precision using role-based rules, environment-level permissions, and secure authentication methods.

Role-Based Access Control (RBAC)

With RBAC, you define who can see and do what in each part of your workspace:

  • Assign roles to users that determine their permissions across forms, processes, APIs, and reports
  • Grant or restrict access to UI components, actions, or data based on roles
  • Define environment-specific roles for example, give edit access in TEST but read-only access in PROD
  • Use roles to control sensitive operations like API creation, workflow deployment, or data export

You can create custom roles, map them to user groups, and combine them with metadata filters for dynamic access control.

Additional Security Layers

  • Environment-specific permissions: Control access separately for TEST, UAT, and PROD
  • Authentication providers: Connect to your SSO system using OAuth2, LDAP, or SAML
  • Field-level security: Show or hide fields dynamically based on roles or metadata
  • Delegation: Temporarily pass responsibilities to another user in case of absence
  • Metadata filters: Restrict visibility of forms, processes, or data using user attributes (e.g., department, region)

You also benefit from full traceability of actions thanks to detailed audit logs and version history, helping you stay compliant with both internal policies and external regulations.

Audit logs and monitoring​

You can track and monitor everything that happens across your Softyflow environment — from form submissions to workflow executions — to ensure full transparency and traceability.

What’s Tracked

  • User actions (form submissions, task approvals, deployments)
  • API calls (including inputs, outputs, status codes)
  • Workflow executions and scheduled jobs
  • Changes made to forms, processes, reports, or settings

Where to View Logs

  • Activity logs are accessible in the Monitoring Console via the "Run" section of the platform
  • Each workflow, task, or API call includes a detailed log tab with:

-Execution status (success/failure)

-Timestamps

-Triggering user or system

-Input/output payloads

-Error messages (if any)

You can filter logs by environment (TEST, UAT, PROD) and export them as JSON or CSV for external analysis or auditing.

External Monitoring

  • You can enable integrations with observability tools like Datadog, New Relic, or Splunk
  • Export logs in real-time via webhooks or periodic batch exports
  • Use these tools for alerting, dashboarding, and SLA monitoring

This visibility helps you detect anomalies early, meet compliance requirements, and streamline debugging across teams.

Version control and deployment history​

You can manage and trace every change made to your applications with built-in version control for:

  • User Forms
  • Processes
  • Reports
  • Collections and APIs

You can easily compare versions, tag releases, roll back in case of issues, and maintain full deployment traceability.

Each time you modify and save a component, a new version is automatically created. You can:

  • View change history by date, user, and environment
  • Compare current and previous versions side by side
  • Tag and label releases for better organization
  • Roll back to a stable version at any time if an issue is detected

How to Deploy a New Version

  1. Make changes in the TEST or UAT environment
  1. Save and review the new version in the editor
  1. Tag the version if needed (e.g., “Release 1.4”)
  1. Promote to PROD using the “Deploy” action
  1. Track deployment logs to ensure the rollout went smoothly

Rollback at Any Time

If something breaks after deployment:

  • Go to the version history of the affected item
  • Select a previous stable version
  • Click “Restore” to immediately roll back
  • Confirm the rollback is applied in the PROD environment

All rollbacks are logged and auditable, ensuring accountability and safe recovery without downtime.