Step Types

Canvas offers over 50 step types organized into 9 categories. Each category serves a different purpose in your workflow.

Entity Steps

Entity steps represent your real business data — the same records you manage in the Otesse ERP. Use them as data sources or to reference specific records in your workflow.

Customer — Reference customer profiles, contact info, and history.
Booking — Access booking details, status, and scheduling data.
Payment — Pull payment records and transaction details.
Invoice — Reference invoice amounts, line items, and status.
Zone — Access service zone definitions and boundaries.
Laborer — Reference field worker profiles and availability.
Staff — Access staff member details and roles.
Vendor — Reference vendor profiles and contracts.
Asset — Track equipment and asset records.
Role — Reference role definitions and permissions.

Logic Steps

Logic steps control the flow of your workflow — when things happen, in what order, and under what conditions.

Trigger — The starting point. Fires when an event occurs (e.g., booking created).
Condition — Routes data down different paths based on rules you define.
Delay — Pauses the workflow for a specified duration.
Loop — Repeats a set of steps for each item in a list.
Split — Divides the workflow into parallel branches.
Merge — Combines parallel branches back into one path.
Error — Catches and handles errors from upstream steps.
Exit — Ends the workflow immediately.

Data Tools, Templates, Design, Integrations, Media, and AI

Data Tools — Filter, Sort, Transform, Query, and Condenser steps for shaping data.
Templates — Email, SMS, Push Notification, Form, Checklist, Blog Post, Contract, Landing Page, and PDF steps.
Design — UI Page, Section, Container, Text, Image, and Button steps for building layouts.
Integrations — Stripe, Postmark, Twilio, Google Calendar, Webhook, and API Endpoint steps.
Media — Document, File, Folder, and Video steps for managing media assets.
AI — LLM step for running prompts through AI providers.