Dev and notes
Call your APIs, use connected apps like Google Sheets, HubSpot and Slack, and leave notes in a workflow.
Dev blocks connect a workflow to other systems: your own APIs, and the connected apps listed below. Notes let you document the workflow on the canvas.
Find them under Dev and Notes in the workflow builder’s toolbar.
| Block | Use it to |
|---|---|
| API | Send an HTTP request and save the response. |
| Integration | Use an action in a connected app. |
| MCP | Run a ready-made action in a connected app: Zendesk, Freshdesk, Slack, HubSpot, Google Sheets, Twilio Text or Microsoft Teams. |
| Add Note | Leave a note on the canvas. |
How the API block works
API sends a request and saves what comes back. Pick one of your saved APIs or set up a request in the block: method, URL, headers, parameters and body, with variables where values change. Then capture the fields you need from the response into variables.
The block has a Success exit and a Failure exit. Always connect Failure, for example to an internal note and a handover, so the customer is not left waiting when your system is down.
Requests time out after 120 seconds by default. You can turn on automatic retries, choose which status codes to retry, and set the retry strategy. See how retries work.
Example: look up a customer’s orders by email.
GET https://yourstore.com/api/orders?email={user_email}
Authorization: Bearer {store_api_token}How the Integration block works
Integration runs an action in a connected app, without building an API request.
| App | Actions |
|---|---|
| Google Sheets | Create a Spreadsheet Row, Search a Spreadsheet Row, Update a Spreadsheet Row, Extract Spreadsheet Data |
| HubSpot | Create, search or update a contact, company or deal |
| Salesforce | Create, search or update a contact, account or opportunity |
| Send a Template, with an optional Backup Template | |
| Send reply to comment, Send reply in DM, Hide comment |
Choose the app under Select App, then configure the action and its fields. For Google Sheets, HubSpot and Salesforce, click Connect in the block to connect an account. For Google Sheets, also choose the Drive, Spreadsheet and Worksheet. For WhatsApp, pick one of the numbers connected under Settings → Channels.
How the MCP block works
MCP runs a ready-made action in one of your connected apps: Zendesk, Freshdesk, Slack, HubSpot, Google Sheets, Twilio Text or Microsoft Teams. For example, send a message to a Slack channel when a VIP customer writes in.
The MCP block is different from the Robylon MCP server, which works in the other direction: it lets outside AI assistants, for example Claude or ChatGPT, read your Robylon analytics and conversations.
Select Connector
Choose the app.
Choose the account
Pick a connected account, or connect one from the block.
Select Action Template
Choose one of the pre-configured actions for that app.
Fill the inputs
Under Tool Inputs, set each input to a Fixed Value or Get from Variables.
Capture the response (optional)
Under Capture Response, save fields from the result into variables.
The block has Success and Failure exits.
How notes work
Add Note places a note on the canvas. Use notes to explain why a step exists or what a condition checks, so teammates can follow the workflow later. Notes do not run and are not connected to other blocks.