How to change titles of connectors and helpers?

In order to  make each step of an automation flow easily visible for everyone looking at it, we made title editable. Meaning, you can can click either on the title of or the button called "Name & {{ ref }}" in the right sidebar, called connector panel. You get to the sidebar (connector panel) if you double click on any connector or helper you dragged on the workspace.

Changing titles of Connectors and Helpers

As in the screenshot above, click on the title or the button and you will be able to edit the title and reference, as you can see in the screenshot below.

Best practice: Ideally, you keep the name of the connector or helper in the title and just add the action the step is doing to the name including all details needed, e.g.:

  • Pulling contact from CSV, SalesForce
  • Looping over list of products
  • Sending email to each customer
  • Boolean decision based on customer_type
  • Get NPS score from Zenloop for all new users of last 7 days
  • etc.

Changing references of Connectors and Helpers, a.k.a. RefIDs

As explained above and you can see in the screenshot above, in addition to changing titles, you can change RefIDs. RefIDs are part of each helper and connector. They are the way to reference data pulled or created in various steps of a flow. Meaning, if you want to include data that has been generated as a response before. The concept of RefIDs is explained in full detail here.