VoraDefine the action, its result and its recovery.
A workflow evaluation starts with a trigger and a business result. Describe each action, where it writes, who owns the result and how staff distinguish complete, failed and uncertain work.
Keep the conversation's wording tied to the action's observed result. A requested operation is not yet an accepted booking, saved record or delivered message.
Follow one hypothetical request
An enquiry event might create a CRM opportunity and prepare a staff task. Give each action its own completion condition and record identifier.
If the opportunity saves but the task fails, the workflow is partly complete. Recovery should establish what remains to run without creating a second opportunity.
The retries guide explains why event delivery and business-action identity need separate treatment.
Record the contract before testing
| Item | What to write down |
|---|---|
| Trigger | Source, acknowledgement requirement and replay behavior |
| Scope | Client, provider account and intended destination |
| Action | Required inputs, authorization and success condition |
| Progress | Known completed steps and unresolved remote results |
| Recovery | Retry limits, lookup path and responsible person |
Check those rules against the actual provider and endpoint. Do not infer universal exactly-once behavior from a successful demonstration.
Include failure and permission cases
Test repeated input, conflicting parameters, destination timeout, expired access and an actor from the wrong client. Check saved state after the attempt.
A timeout may follow a successful external write. Reconcile that action before replaying it. The OAuth recovery guide separates restored access from recovery of interrupted jobs.
Keep secrets out of ordinary logs and shared worksheets. Record references and opaque identifiers sufficient for the authorized operator to investigate.
Preserve an exit for unfinished work
Before migration or cutover, assign one owner to pending jobs and decide which system may perform live actions. Use the migration guide to compare outcomes and rehearse recovery.
Bring the selected trigger, destination, action and main failure case to an evaluation. Actual supported triggers, connectors and execution behavior need evidence for the selected Vora setup.
Registered actions, saved records and connected tools
Operator carries out registered actions in systems you authorize, such as creating or updating a record.
Enquiries captured by an agent are saved as customer records in Vora's CRM. See customer records for how to inspect them.
Vora connects natively to selected tools; each integration lists the actions it supports. Check the listed actions against the workflow you need.
Inspect the result, record and handoff together
Inspect the action result, stored record and handoff together. A captured appointment preference is different from a confirmed booking.
See customer records for the stored record and staff handoff for the receiving person.