# Flowla

## Docs

- [Action Items](https://docs.flowla.com/api/action-items.md): Create and manage action items inside an action-plan block. Action items support assignees, dates, statuses, and internal visibility.
- [Analytics](https://docs.flowla.com/api/analytics.md): Retrieve rich engagement data for a room: progress, assignees, and per-section/step viewership.
- [Blocks](https://docs.flowla.com/api/blocks.md): Blocks are the content units inside a group. Type is fixed at creation.
- [Companies](https://docs.flowla.com/api/companies.md): List and create companies in your organization. Use a returned ID as companyId when creating or updating a room.
- [Groups](https://docs.flowla.com/api/groups.md): Groups are rows on a page. They hold one or more blocks and can have optional titles.
- [Labels](https://docs.flowla.com/api/labels.md): List label definitions configured in your organization.
- [API Reference](https://docs.flowla.com/api/overview.md): The Flowla REST API lets you programmatically create rooms, manage content, and retrieve analytics.
- [Pages](https://docs.flowla.com/api/pages.md): Pages live inside sections and contain groups of blocks. Each supports an access level for buyer visibility control.
- [Room Completed Events](https://docs.flowla.com/api/room-completed-events.md): List events triggered when a room is marked as completed.
- [Rooms](https://docs.flowla.com/api/rooms.md): Create, list, retrieve, and update rooms. Supports CRM linking, templates, and duplication.
- [Sections](https://docs.flowla.com/api/sections.md): Sections are the top-level chapters within a room. Each supports an access level that controls buyer visibility.
- [Sessions](https://docs.flowla.com/api/sessions.md): List visitor sessions — each time someone viewed a room.
- [Statuses](https://docs.flowla.com/api/statuses.md): List room status definitions configured in your organization.
- [Templates](https://docs.flowla.com/api/templates.md): List room templates available in your organization. Use a returned ID as templateId when creating a room.
- [Users](https://docs.flowla.com/api/users.md): List users in your organization.
- [Workflows](https://docs.flowla.com/api/workflows.md): Trigger configured Flowla automations on a room.
- [Attio automations](https://docs.flowla.com/automations/Attio.md): Trigger Flowla workflows from Attio events like deal stage changes and attribute updates.
- [HubSpot automations](https://docs.flowla.com/automations/HubSpot.md): Trigger Flowla workflows from HubSpot events like deal stage changes and property updates.
- [Salesforce automations](https://docs.flowla.com/automations/Salesforce.md): Trigger Flowla workflows from Salesforce events like opportunity stage changes and property updates.
- [Actions](https://docs.flowla.com/automations/actions.md): See everything your workflows can do — from creating rooms to sending emails and updating your CRM.
- [AI Agents](https://docs.flowla.com/automations/ai-actions.md): Add AI-powered content generation to your workflows — write follow-ups, summarise calls, and personalise rooms automatically.
- [Automations overview](https://docs.flowla.com/automations/automations-overview.md): Set up workflows that handle your sales and onboarding process automatically — no coding needed.
- [Custom integrations](https://docs.flowla.com/automations/custom-integrations.md): Connect any external tool to Flowla using webhooks, custom code, and HTTP requests.
- [Smart Queue](https://docs.flowla.com/automations/smart-queue.md): Review and approve workflow outputs before they go out — your daily checkpoint for automated content.
- [Suggested Recipes](https://docs.flowla.com/automations/suggested-recipes.md): Pre-built workflow templates that get you up and running with automation in minutes.
- [Triggers](https://docs.flowla.com/automations/triggers.md): Choose the event that starts your workflow — from room activity to CRM changes and call recordings.
- [Collaborative forms](https://docs.flowla.com/forms/collaborative-forms.md): Enable multiple stakeholders to contribute to the same form for shared data collection.
- [Form fields](https://docs.flowla.com/forms/form-fields.md): Understand all available field types and how to configure them for your forms.
- [Forms overview](https://docs.flowla.com/forms/forms-overview.md): Collect information from customers with smart forms that support conditional logic and automation.
- [Conditional visibility on questions](https://docs.flowla.com/forms/logic-rules.md): Create dynamic forms with conditional fields that show or hide based on previous answers.
- [Linear and table forms](https://docs.flowla.com/forms/table-linear-forms.md): Choose between linear forms for guided responses or table forms for spreadsheet-style data entry.
- [4️⃣ Utilize analytics](https://docs.flowla.com/getting-started/analytics.md): Learn how to track room engagement, identify active prospects, and use data to prioritize follow-ups.
- [3️⃣ Automate with workflows & AI](https://docs.flowla.com/getting-started/automate-with-workflows-&-AI.md): Build your first workflow to automate follow-ups, room creation, and team notifications.
- [1️⃣ Build & launch your first room](https://docs.flowla.com/getting-started/build-&-launch-your-first-room.md): A step-by-step guide to creating, customizing, and sharing your first Flowla room.
- [2️⃣ Connect your tools](https://docs.flowla.com/getting-started/connect-your-tools.md): Integrate Flowla with your existing stack to personalize, automate, and sync.
- [👋 Introduction](https://docs.flowla.com/getting-started/introduction.md): Flowla is the platform behind your customer-facing processes, combining collaborative rooms, real-time engagement signals, and automation to help you close faster and onboard smoother.
- [Attio](https://docs.flowla.com/integrations/Attio.md): Sync deal pipelines, log engagement activity, and automate room creation with Attio CRM.
- [Avoma](https://docs.flowla.com/integrations/Avoma.md): Import Avoma meeting recordings, transcripts, and AI summaries into your Flowla rooms.
- [Clay](https://docs.flowla.com/integrations/Clay.md): Automatically create personalised Flowla rooms from your Clay tables.
- [Fathom](https://docs.flowla.com/integrations/Fathom.md): Import Fathom meeting recordings and AI summaries into your Flowla rooms.
- [Fireflies.ai](https://docs.flowla.com/integrations/Fireflies.ai.md): Import meeting recordings, transcripts, and AI summaries from Fireflies into your Flowla rooms.
- [Gmail](https://docs.flowla.com/integrations/Gmail.md): Send room sharing emails directly from your Gmail account.
- [Gong](https://docs.flowla.com/integrations/Gong.md): Import Gong call recordings and insights directly into your Flowla rooms.
- [Granola](https://docs.flowla.com/integrations/Granola.md): Import Granola meeting notes and AI summaries into your Flowla rooms.
- [HubSpot](https://docs.flowla.com/integrations/HubSpot.md): Connect HubSpot to Flowla to sync deals, contacts, and engagement data automatically.
- [Outlook](https://docs.flowla.com/integrations/Outlook.md): Send room sharing emails directly from your Outlook account.
- [Salesforce](https://docs.flowla.com/integrations/SalesForce.md): Connect Salesforce to Flowla to sync opportunities, contacts, and engagement data automatically.
- [Slack](https://docs.flowla.com/integrations/Slack.md): Get real-time notifications about room activity directly in your Slack channels.
- [Stripe](https://docs.flowla.com/integrations/Stripe.md): Embed Stripe payment links and invoices directly in your Flowla rooms.
- [Microsoft Teams](https://docs.flowla.com/integrations/Teams.md): Connect Flowla to Microsoft Teams to receive real-time notifications about your rooms directly in your team's channels or as direct messages.
- [Zapier](https://docs.flowla.com/integrations/Zapier.md): Connect Flowla to 5,000+ apps with Zapier to automate your workflows.
- [Asset library](https://docs.flowla.com/library/asset-library-overview.md): Manage and reuse content across all your rooms from one central place.
- [Action Items](https://docs.flowla.com/mcp/action-items.md): Shared to-do lists that keep you and the buyer aligned on next steps.
- [Getting Started with MCP](https://docs.flowla.com/mcp/getting-started.md): Connect Flowla to your AI assistant in minutes.
- [What you can do](https://docs.flowla.com/mcp/overview.md): Manage your Flowla rooms in plain language — no code required.
- [Rooms](https://docs.flowla.com/mcp/rooms.md): Create, find, and update the deal or onboarding spaces you share with buyers.
- [Sections, Pages & Content](https://docs.flowla.com/mcp/structure.md): Build out the structure of a room and fill pages with content blocks.
- [MCP Tools](https://docs.flowla.com/mcp/tools.md): Complete reference for all Flowla MCP tools and their parameters.
- [Troubleshooting](https://docs.flowla.com/mcp/troubleshooting.md): Solutions to common issues with the Flowla MCP server.
- [Workflows, Webhooks & Lookups](https://docs.flowla.com/mcp/workflows.md): Trigger automations, set up notifications, and find the right resources to reference.
- [Actions overview](https://docs.flowla.com/mutual-action-plans/actions-overview.md): Create trackable tasks and next steps that drive mutual accountability in your rooms.
- [Managing actions](https://docs.flowla.com/mutual-action-plans/managing-actions.md): Assign actions and track everything from one dashboard.
- [Credits](https://docs.flowla.com/plans-billing/credits.md): Learn how workflow credits work, avoid running out, and use them efficiently.
- [Billing, Upgrade & Downgrade](https://docs.flowla.com/plans-billing/plans-pricing-overview.md): Understand Flowla pricing, plans, and what counts toward billing.
- [Custom roles](https://docs.flowla.com/platform/custom-roles.md): Create and manage custom roles to control exactly what each team member can do in Flowla.
- [Email templates](https://docs.flowla.com/platform/email-templates.md): Create reusable email templates so your team sends consistent, personalised outreach every time.
- [Microsoft Entra ID SSO setup](https://docs.flowla.com/platform/entra-id-sso-setup.md): Connect Flowla to Entra ID using OpenID Connect (OIDC) to enable Single Sign-On for your organization.
- [Invite your team](https://docs.flowla.com/platform/invite.md): Add teammates to your Flowla workspace and manage their roles and permissions.
- [MFA setup](https://docs.flowla.com/platform/mfa-setup.md): Add an extra layer of security to your account with multi-factor authentication.
- [Okta SSO setup](https://docs.flowla.com/platform/okta-sso-setup.md): Connect Flowla to Okta using OpenID Connect (OIDC) to enable Single Sign-On for your organization.
- [Organisation settings](https://docs.flowla.com/platform/org-settings.md): Set your company name, logo, brand colours, and default styles for all rooms.
- [Notifications](https://docs.flowla.com/platform/profile-notifications.md): Control what alerts you receive and how, so you always know when buyers are engaging.
- [Set up your profile](https://docs.flowla.com/platform/user-profile.md): Configure your profile to enable automatic personalisation across rooms and templates.
- [Account analytics](https://docs.flowla.com/reports-analytics/account-analytics.md): View engagement data aggregated by company and account.
- [Content analytics](https://docs.flowla.com/reports-analytics/content-analytics.md): Understand which content resonates with your customers across all rooms.
- [Engagement trends](https://docs.flowla.com/reports-analytics/engagement-trends.md): Analyse engagement patterns across your rooms over time.
- [Room analytics](https://docs.flowla.com/reports-analytics/room-analytics.md): Track engagement and activity for individual rooms in real-time.
- [Room progress](https://docs.flowla.com/reports-analytics/room-progress.md): Track task completion and milestone progress across your rooms.
- [Team activity](https://docs.flowla.com/reports-analytics/team-activity.md): Monitor team performance and room creation across your organisation.
- [AI Blocks](https://docs.flowla.com/rooms/ai-blocks.md): Build rich room layouts with the freeform editor, meeting blocks, and AI-generated content.
- [Collaborating in rooms](https://docs.flowla.com/rooms/collaborating-in-rooms.md): Work together with team members and customers using messaging, annotations, and shared access.
- [Personalising rooms](https://docs.flowla.com/rooms/personalising-rooms.md): Customise rooms with company branding, variables, and visual styling to create personalised experiences.
- [Room building best practices](https://docs.flowla.com/rooms/room-building-best-practices.md): Learn how to build rooms that guide customers, drive action, and scale with your team.
- [Room elements overview](https://docs.flowla.com/rooms/room-elements/overview.md): Understand the building blocks of Flowla rooms: sections and pages.
- [Pages](https://docs.flowla.com/rooms/room-elements/pages.md): Add files, videos, text, calendars, and interactive elements to your rooms.
- [Sections](https://docs.flowla.com/rooms/room-elements/sections.md): Organise your rooms into logical phases using sections with visibility controls and automation.
- [Room management & settings](https://docs.flowla.com/rooms/room-management-&-settings.md): Configure room ownership, notifications, access controls, and behaviour settings.
- [What is a room](https://docs.flowla.com/rooms/room-overview.md): Learn about rooms; branded hubs where your customer-facing processes come to life.
- [Sharing and share settings](https://docs.flowla.com/rooms/room-sharing.md): Control how visitors access and interact with your rooms.
- [Statuses & labels](https://docs.flowla.com/rooms/room-statuses-&-labels.md): Organise and categorise your rooms with custom labels and deal statuses.
- [Templates](https://docs.flowla.com/rooms/room-templates.md): Save rooms as reusable templates to standardise your playbook and scale personalised experiences.
- [Variables in rooms & templates](https://docs.flowla.com/rooms/room-variables.md): Use dynamic variables to automatically personalise rooms with company, contact, and creator information.
- [Using the rooms dashboard](https://docs.flowla.com/rooms/rooms-dashboard.md): Navigate, filter, sort, and manage all your rooms from the central dashboard.

## OpenAPI Specs

- [v1](https://docs.flowla.com/openapi/v1.json)

## Optional

- [What's new?](https://www.flowla.com/blog)