Core Concepts

Last updated: December 26, 2025

INTAKE

Every flow starts with an Intake trigger. This defines how the flow is initiated and what submission method users employ.

Intake supports multiple trigger sources and submission methods:

  • Manual - Users submit a form directly in Chamelio

  • Slack - Triggered by @chamelio mentions or Slack forms in channels

  • Teams - Triggered by @chamelio mentions or Teams forms in channels

  • Email - Triggered when an email arrives at a specified address

  • Salesforce - Triggered by Salesforce record events

STEPS (ACTIONS)

After the Intake trigger, you add action steps that process information, generate documents, collect approvals, and notify teams.

Steps execute in sequence from top to bottom. Each step can reference outputs from previous steps and the Intake trigger.

FLOW CANVAS

The flow editor shows your entire process as a visual diagram. Steps are connected in sequence, and you can add new steps by clicking the + button between steps.

OUTPUTS AND VARIABLES

Data flows through your flow using variables:

  • Intake fields - Available as @Intake.FieldName or @Intake.Message for free-text

  • Step outputs - Available as @StepName.OutputName

You reference these variables in downstream steps to pass data forward.

BRANCHING WITH CONDITIONS

Use a Condition step to branch your flow:

  • Evaluate if certain conditions are true

  • Route to different paths based on the result

  • Example: If contract value > $100K, route to VP approval; otherwise, route to standard approval