Reference Navigation

Reference Navigation

Find what you need quickly by task, role, or technical depth.

By Common Tasks

Setting Up a New Flow

1. Flows - Understand the orchestration engine
2. Fields - Define your data model
3. Entities - Configure sources and destinations
4. Integrations - Set up technical connections
5. Mappings - Transform vendor data

Configuring Business Rules

1. Rules - Learn the decision engine
2. Templates - Access dynamic values
3. Pricing - Set up cost and revenue
4. Mappings - Conditional transformations

Managing Lead Quality

1. Types - Understand data validation
2. Rules - Create acceptance criteria
3. Integrations - Add verification services
4. Events - Track quality metrics

Troubleshooting Issues

1. Events - Find what happened
2. Types - Debug parsing problems
3. Rules - Trace decision logic
4. Flows - Follow the lead journey

Analyzing Performance

1. Reporting - Create business insights
2. Events - Access raw data
3. Exports - Extract for analysis
4. Pricing - Calculate ROI

By User Role

For Lead Buyers

• Flows - Your quality control system
• Rules - Enforce purchase agreements
• Pricing - Track costs per vendor
• Reporting - Monitor vendor quality
• Events - Dispute resolution data

For Lead Sellers

• Entities - Buyer management
• Mappings - Format for buyers
• Events - Delivery confirmation
• Reporting - Revenue tracking

For Developers

• Integrations - API connections
• Templates - Dynamic values
• Types - Data parsing
• Events - Debugging data
• Exports - Bulk data access

For Administrators

• Entities - Partner management
• Flows - Process configuration
• Reporting - Business metrics
• Exports - Compliance data

By Technical Depth

Non-Technical Users

Start here for business-focused understanding:

1. Flows - Process overview
2. Fields - Data requirements
3. Rules - Business logic
4. Reporting - Analytics

Technical Users

Dive into implementation details:

1. Types - Parsing mechanics
2. Templates - Variable system
3. Integrations - API details
4. Events - Data structures

Power Users

Master advanced features:

1. Mappings - Complex transformations
2. Pricing - Sophisticated tiers
3. Rules - Advanced logic
4. Exports - Custom analysis

Quick Reference Matrix

Learning Paths

Path 1: Business User

1. Flows - The big picture
2. Fields - Data basics
3. Rules - Logic fundamentals
4. Reporting - Getting insights

Path 2: Technical Implementation

1. Integrations - Technical connections
2. Types - Data parsing
3. Templates - Dynamic configuration
4. Mappings - Data transformation

Path 3: Operations & Optimization

1. Events - Understanding the audit trail
2. Reporting - Building dashboards
3. Pricing - Financial optimization
4. Exports - Deep analysis

Concept Dependency Order

If you're learning from scratch, follow this order:

1. Flows - Foundation concept
2. Fields - Data model
3. Types - Data quality
4. Rules - Decision making
5. Templates - Dynamic values
6. Entities - Participants
7. Integrations - Connections
8. Mappings - Transformations
9. Pricing - Financial logic
10. Events - Audit trail
11. Reporting - Analytics
12. Exports - Data extraction

Frequently Accessed Topics

Acceptance Criteria

• Primary: Rules
• Context: Flows
• Data: Templates

Volume Caps

• Configuration: Flows
• Logic: Rules
• Monitoring: Reporting

TrustedForm Integration

• Setup: Integrations
• Decisions vs Insights: Flows
• Using the data: Rules

Vendor Management

• Identity: Entities
• Performance: Events
• Analytics: Reporting

Data Quality

• Validation: Types
• Verification: Integrations
• Monitoring: Events

Can't find what you're looking for? Start with Flows - everything connects back to flows.