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Variables

Variables store configuration values — like API keys or environment‐specific flags — that workflows can reference at runtime.

Variables

The Variables page provides a full list of defined values with the following columns:

  • Name: Unique identifier for the variable
  • Value: The actual stored data
    • For secure variables, the value is masked (******)
  • Secure: Indicates whether the variable is Secure (encrypted) or Unsecure (plain text)
  • Actions:
    • Delete (variables cannot be edited after creation)

You can reach this page from Administration → Variables.


Creating a New Variable

To add a new variable:

  1. Click + New Variable
  2. Fill in the following fields:
    • Name – must be unique and descriptive
    • Value – this is the string your workflow will access
    • Secure – optional checkbox:
      • If checked, the value is encrypted and cannot be viewed again after saving
      • Use this for passwords, secrets, or tokens
  3. Click Save

Secure values cannot be read again after saving. Make sure you store the original somewhere safe.


Using Variables in Workflows

Variables can be used in task inputs or expressions using the following syntax:



Example:

To access a variable called API_KEY, use:



Both Secure and Unsecure variables are referenced the same way.


Best Practices

Do this... Avoid this...
Use Secure for all credentials Storing passwords as Unsecure values
Prefix names like M3_, CRM_ Using generic names like token
Keep a team-wide variable register Relying on memory for what’s configured
Rotate secrets regularly Leaving old credentials indefinitely

Troubleshooting

Problem Solution
Workflow fails due to missing variable Check the spelling — names are case-sensitive
Need to update a variable’s value Delete the old variable and create a new one
Unsure what a value resolves to Test with an Unsecure version in a non-prod environment