All workflows

Every L3 workflow in one table. The same workflows are grouped by domain in the dropdowns below; this page is the flat reference. Use Cmd/Ctrl+F to find anything by ID, name, or domain.

Total: 170 workflows across 13 domains.

Access levels

The Access column indicates the minimum role required to call the workflow:

• Member. Any authenticated user in the organization. Day-to-day operations: create or update transactional records, read data, manage own profile.
• Admin. Organization configuration. Invite or revoke users, manage taxonomy records (*-type, *-segment, *-channel, brokers), delete master records, bulk imports, sensitive inventory ops (adjust, dispose), locations.
• Owner. Destructive organization-level actions. Update or delete the organization itself, change user roles, remove members.
• Platform admin. Cross-tenant operations exposed through a separate admin client. None today; reserved for future workflows (for example, tenant provisioning, platform-wide audits).

Assignments below are the current intent; individual workflow pages may refine them.

ID	Workflow	Domain	Type	Access
W001	Create user	Platform	Write	Authenticated
W002	Get user	Platform	Read	Member
W003	Update user	Platform	Write	Authenticated
W004	Delete user	Platform	Write	Authenticated
W005	Create API token	Platform	Write	Authenticated
W006	List my API tokens	Platform	Read	Authenticated
W007	Revoke API token	Platform	Write	Authenticated
W008	List my pending invitations	Platform	Read	Authenticated
W009	Look up invitation by token	Platform	Read	Public
W010	Accept invitation	Platform	Write	Authenticated
W011	Decline invitation	Platform	Write	Authenticated
W012	Create organization	Platform	Write	Authenticated
W013	Get organization	Platform	Read	Member
W014	Update organization	Platform	Write	Owner
W015	Delete organization	Platform	Write	Owner
W016	List organization members	Platform	Read	Member
W017	Update user role	Platform	Write	Owner
W018	Remove user from organization	Platform	Write	Owner
W019	Leave organization	Platform	Write	Member
W020	Send invitation	Platform	Write	Admin
W021	Resend invitation	Platform	Write	Admin
W022	Revoke invitation	Platform	Write	Admin
W023	List organization invitations	Platform	Read	Admin
W111	Create purchase order	Purchase Orders	Write	Member
W114	Update purchase order	Purchase Orders	Write	Member
W115	Delete purchase order	Purchase Orders	Write	Member
W128	Bulk-import purchase orders	Purchase Orders	Write	Admin
W117	Add item to purchase order	Purchase Orders	Write	Member
W120	Update purchase order item	Purchase Orders	Write	Member
W121	Remove item from purchase order	Purchase Orders	Write	Member
W122	Create receipt against purchase order	Purchase Orders	Write	Member
W125	Update receipt	Purchase Orders	Write	Member
W126	Delete receipt	Purchase Orders	Write	Member
W112	List purchase orders	Purchase Orders	Read	Member
W113	Get purchase order detail	Purchase Orders	Read	Member
W119	List items across purchase orders	Purchase Orders	Read	Member
W118	List items for a purchase order	Purchase Orders	Read	Member
W123	List receipts for a purchase order	Purchase Orders	Read	Member
W124	Get receipt detail	Purchase Orders	Read	Member
W116	Generate PO PDF	Purchase Orders	Read	Member
W127	List PO status types	Purchase Orders	Read	Member
W129	Create work order	Work Orders	Write	Member
W132	Update work order	Work Orders	Write	Member
W133	Delete work order	Work Orders	Write	Member
W134	Add item to work order	Work Orders	Write	Member
W135	Update work order item	Work Orders	Write	Member
W136	Remove item from work order	Work Orders	Write	Member
W143	Bulk-import work orders	Work Orders	Write	Admin
W137	Create receipt against work order	Work Orders	Write	Member
W140	Update receipt	Work Orders	Write	Member
W141	Delete receipt	Work Orders	Write	Member
W130	List work orders	Work Orders	Read	Member
W131	Get work order detail	Work Orders	Read	Member
W138	List receipts for a work order	Work Orders	Read	Member
W139	Get receipt detail	Work Orders	Read	Member
W142	List WO status types	Work Orders	Read	Member
W144	Create sales order	Sales Orders	Write	Member
W147	Update sales order	Sales Orders	Write	Member
W148	Delete sales order	Sales Orders	Write	Member
W164	Bulk-import sales orders	Sales Orders	Write	Admin
W149	Add item to sales order	Sales Orders	Write	Member
W151	Update sales order item	Sales Orders	Write	Member
W152	Remove item from sales order	Sales Orders	Write	Member
W153	Add timeline note	Sales Orders	Write	Member
W155	Delete timeline note	Sales Orders	Write	Member
W156	Create order channel	Sales Orders	Write	Admin
W158	Update order channel	Sales Orders	Write	Admin
W159	Delete order channel	Sales Orders	Write	Admin
W160	Reactivate order channel	Sales Orders	Write	Admin
W145	List sales orders	Sales Orders	Read	Member
W146	Get sales order detail	Sales Orders	Read	Member
W150	List items for a sales order	Sales Orders	Read	Member
W154	List timeline notes for a sales order	Sales Orders	Read	Member
W157	List order channels	Sales Orders	Read	Member
W161	Check if order channel is in use	Sales Orders	Read	Member
W162	List order status types	Sales Orders	Read	Member
W163	List fulfillment status types	Sales Orders	Read	Member
W165	Upload document	Documents	Write	Member
W168	Delete document	Documents	Write	Member
W166	List documents for an entity	Documents	Read	Member
W167	Get document detail	Documents	Read	Member
W097	Create transfer between locations	Materials Inventory	Write	Member
W098	Complete in-transit transfer	Materials Inventory	Write	Member
W099	Adjust inventory	Materials Inventory	Write	Admin
W100	Dispose inventory	Materials Inventory	Write	Admin
W101	Get materials inventory summary	Materials Inventory	Read	Member
W102	List ledger entries	Materials Inventory	Read	Member
W103	Get ledger entry detail	Materials Inventory	Read	Member
W104	Create transfer between locations	Finished Goods Inventory	Write	Member
W105	Complete in-transit transfer	Finished Goods Inventory	Write	Member
W106	Adjust inventory	Finished Goods Inventory	Write	Admin
W107	Dispose inventory	Finished Goods Inventory	Write	Admin
W108	Get finished goods inventory summary	Finished Goods Inventory	Read	Member
W109	List ledger entries	Finished Goods Inventory	Read	Member
W110	Get ledger entry detail	Finished Goods Inventory	Read	Member
W044	Create customer	Customers	Write	Member
W047	Update customer	Customers	Write	Member
W048	Delete customer	Customers	Write	Admin
W064	Bulk-import customers	Customers	Write	Admin
W049	Create customer type	Customers	Write	Admin
W051	Update customer type	Customers	Write	Admin
W052	Delete customer type	Customers	Write	Admin
W054	Create customer segment	Customers	Write	Admin
W056	Update customer segment	Customers	Write	Admin
W057	Delete customer segment	Customers	Write	Admin
W059	Create broker	Customers	Write	Admin
W061	Update broker	Customers	Write	Admin
W062	Delete broker	Customers	Write	Admin
W045	List customers	Customers	Read	Member
W046	Get customer detail	Customers	Read	Member
W050	List customer types	Customers	Read	Member
W053	Check if customer type is in use	Customers	Read	Member
W055	List customer segments	Customers	Read	Member
W058	Check if customer segment is in use	Customers	Read	Member
W060	List brokers	Customers	Read	Member
W063	Check if broker is in use	Customers	Read	Member
W076	Create SKU	Products	Write	Member
W079	Update SKU	Products	Write	Member
W080	Delete SKU	Products	Write	Admin
W086	Bulk-import SKUs	Products	Write	Admin
W081	Create SKU type	Products	Write	Admin
W083	Update SKU type	Products	Write	Admin
W084	Delete SKU type	Products	Write	Admin
W078	Get SKU detail	Products	Read	Member
W077	List SKUs	Products	Read	Member
W082	List SKU types	Products	Read	Member
W085	Check if SKU type is in use	Products	Read	Member
W087	Create BOM	Bill of Materials	Write	Member
W090	Update BOM	Bill of Materials	Write	Member
W091	Delete BOM	Bill of Materials	Write	Member
W088	List BOMs	Bill of Materials	Read	Member
W089	Get BOM for a SKU	Bill of Materials	Read	Member
W024	Create vendor	Vendors	Write	Member
W027	Update vendor	Vendors	Write	Member
W028	Delete vendor	Vendors	Write	Admin
W029	Bulk-import vendors	Vendors	Write	Admin
W025	List vendors	Vendors	Read	Member
W026	Get vendor detail	Vendors	Read	Member
W065	Create material	Materials	Write	Member
W068	Update material	Materials	Write	Member
W069	Delete material	Materials	Write	Admin
W075	Bulk-import materials	Materials	Write	Admin
W070	Create material type	Materials	Write	Admin
W072	Update material type	Materials	Write	Admin
W073	Delete material type	Materials	Write	Admin
W066	List materials	Materials	Read	Member
W067	Get material detail	Materials	Read	Member
W071	List material types	Materials	Read	Member
W074	Check if material type is in use	Materials	Read	Member
W092	Create location	Locations	Write	Admin
W094	Update location	Locations	Write	Admin
W095	Delete location	Locations	Write	Admin
W093	List locations	Locations	Read	Member
W096	Check if location is in use	Locations	Read	Member
W030	Create contact	Contacts	Write	Member
W033	Update contact	Contacts	Write	Member
W034	Delete contact	Contacts	Write	Member
W035	Add contact method	Contacts	Write	Member
W037	Update contact method	Contacts	Write	Member
W038	Delete contact method	Contacts	Write	Member
W039	Link contact to entity	Contacts	Write	Member
W041	Update contact-entity link	Contacts	Write	Member
W042	Unlink contact from entity	Contacts	Write	Member
W043	Find or create contact for entity	Contacts	Write	Member
W031	List contacts	Contacts	Read	Member
W032	Get contact detail	Contacts	Read	Member
W036	List methods for a contact	Contacts	Read	Member
W040	List contacts linked to an entity	Contacts	Read	Member