Triggers.
Any Unify Sync event: created, updated, deleted, threshold crossed.
NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents
WORKFLOWS
Trigger on a new invoice, order or payment, transform it on the Unify Graph, and write it to another system, with retries, approvals and logs built in.
Any Unify Sync event: created, updated, deleted, threshold crossed.
Filter, map, enrich, call an API, wait for approval.
Create or update objects in any connected platform with idempotency.
Every run, input and output in Unify Monitor.
EXAMPLE WORKFLOWS
Shopify payout settles → post a summarized journal entry to QuickBooks Online.
New NetSuite vendor bill over $10,000 → request approval in your app → mark approved.
Inventory level below reorder point → draft a purchase order in the ERP.
It's workflow automation built into the platform, aimed at the flows your product runs for its customers, not a general employee automation tool.
Define workflows in code (TypeScript or JSON) or in the dashboard; both produce the same versioned definition.
Retries with backoff, then a dead-letter queue with replay, and an alert.
Yes, through settings you expose in your product.
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