Workflow nodes: actions and logic

Nodes are the building blocks of a workflow. You add them by dragging from the left sidebar onto the canvas, then connect them by dragging from one node’s output handle to another node’s input handle. Each node has a configuration panel that opens on the right side of the screen when you select it. Nodes fall into two categories: action nodes that do work in your workspace or call external services, and logic nodes that control the flow of execution.

Action nodes

Action nodes create, update, or send things. They run in the order you connect them and each one can pass data to nodes further down the chain.

Create task

Creates a new task in your workspace when the workflow reaches this node.

Field	Required	Supports variables	Notes
Task title	Yes	Yes	Use `{{project.name}}` or `{{trigger.entity_data.title}}`
Description	No	Yes	Rich text description for the task
Priority	Yes	No	`low`, `medium`, `high`, or `urgent`
Due date offset	No	No	Number of days from now

After this node runs, the created task’s data is available to downstream nodes via {{lastTask.id}}, {{lastTask.title}}, and other {{lastTask.*}} variables. Example configuration:

Title: Set up environment for {{project.name}}
Priority: high
Due date offset: 3

Update task

Modifies an existing task’s status or priority. By default it targets the most recently created task in the current run ({{lastTask.id}}), but you can point it at any task ID.

Field	Required	Supports variables
Target task ID	Yes	Yes — defaults to `{{lastTask.id}}`
Status	No	No — choose from dropdown
Priority	No	No — choose from dropdown

Status options: backlog, todo, in_progress, in_review, done Priority options: low, medium, high, urgent Example use case: After an Approval Gate passes, mark a deployment task as done and move on.

Create note

Creates a new note in your workspace.

Field	Required	Supports variables
Note title	Yes	Yes
Content	No	Yes

After this node runs, the note’s data is available via {{lastNote.id}}, {{lastNote.title}}, and other {{lastNote.*}} variables. Example configuration:

Title: {{project.name}} — Kickoff
Content: Goals, milestones, and team assignments for {{project.name}}.

Update note

Updates the content of an existing note. Useful for appending information to a running log note or updating a document after upstream steps complete.

Create calendar event

Creates a new calendar event in your workspace. Use this to schedule follow-up meetings, deadlines, or review sessions automatically as part of a workflow.

Duplicate entity

Creates a copy of an existing project, task, or note. Useful for templating — keep a master template item and duplicate it each time a workflow fires.

For each

Iterates over a list and runs the connected downstream nodes once for each item in the list. Use this to process a collection of items returned by a previous step, such as a list of tasks from an API response.

Send email

Sends a transactional email to a specified address. This node uses Navis Ops’s built-in email sending infrastructure.

Field	Required	Supports variables
To address	Yes	Yes
Subject	Yes	Yes
Body	Yes	Yes

Send Slack message

Posts a message to a Slack channel via a Slack incoming webhook URL.

Field	Required	Supports variables
Webhook URL	Yes	No
Message text	Yes	Yes

Example message: Task completed: {{trigger.entity_data.title}}

Send Discord message

Posts a message to a Discord channel via a Discord webhook URL.

Field	Required	Supports variables
Webhook URL	Yes	No
Message text	Yes	Yes

HTTP request

Makes an outbound HTTP request to any external API or webhook endpoint. This is the most flexible action node — use it to call Slack, GitHub, Stripe, your own backend, or any service that accepts HTTP.

Field	Required	Supports variables	Notes
Method	Yes	No	`GET`, `POST`, `PUT`, `DELETE`
URL	Yes	No	The full endpoint URL
Headers	No	No	JSON object — e.g., `{"Authorization": "Bearer TOKEN"}`
Body	No	Yes	JSON body (not used for GET requests)

Requests time out after 10 seconds. After this node runs, the response is available via {{lastHttpResponse.data}}, {{lastHttpResponse.status}}, and other {{lastHttpResponse.*}} variables.

Post to Slack
Trigger a CI/CD pipeline
Read from an API (GET)

Method: POST
URL: https://hooks.slack.com/services/YOUR/WEBHOOK/URL
Body:
{
  "text": "Task completed: {{trigger.entity_data.title}}"
}

Method: POST
URL: https://api.example.com/ci/run
Headers: {"Authorization": "Bearer YOUR_TOKEN"}
Body:
{
  "branch": "main",
  "environment": "staging"
}

Method: GET
URL: https://api.example.com/projects/{{project.id}}
Headers: {"Authorization": "Bearer YOUR_TOKEN"}

Logic nodes

Logic nodes don’t create or send anything — they control how execution flows through your workflow.

Condition

Evaluates a true/false expression and branches the workflow into two paths. The Condition node has two output handles: True (top) and False (bottom). Edges leaving a Condition node are automatically labeled so you can see which path is which on the canvas.

Field	Description	Example
Field	The data path to evaluate	`trigger.entity_data.status`
Operator	How to compare the value	`equals`, `contains`, `greater than`
Value	What to compare against	`blocked`, `high`, `client`

Available operators:

Operator	Meaning
`equals`	Exact match
`not_equals`	Does not match exactly
`contains`	Substring is present
`not_contains`	Substring is not present
`starts_with`	Value starts with the string
`ends_with`	Value ends with the string
`gt`	Greater than (numeric)
`gte`	Greater than or equal to (numeric)
`lt`	Less than (numeric)
`lte`	Less than or equal to (numeric)
`is_empty`	Value is null, undefined, or empty string
`is_not_empty`	Value has any content

Example — route blocked tasks differently:

Field: trigger.entity_data.status
Operator: equals
Value: blocked
True path: Create an escalation note and urgent follow-up task
False path: Log the status change with a low-priority task

Delay

Pauses the workflow for a specified amount of time before the next node runs.

Field	Description
Duration	A number representing how long to wait
Unit	`seconds`, `minutes`, or `hours`

The maximum delay per node is 30 seconds. For longer waits, chain multiple Delay nodes in sequence, or redesign using a Scheduled trigger.

Long-running delays use a checkpoint-and-resume mechanism so they don’t block other workflows from running. The workflow pauses cleanly and picks up where it left off when the delay expires.

Example use case: After creating a follow-up task, wait 30 seconds before sending a notification — giving the system time to process the task before the notification references it.

Approval gate

Pauses the workflow entirely and waits for a human to review and approve before execution continues. No subsequent nodes run until someone clicks Approve & Resume in the Runs panel.

Field	Description
Gate label	A short name for this checkpoint — e.g., `Lead Approval`
Instructions	What the reviewer should check before approving

How the approval gate works:

Workflow pauses

When execution reaches the Approval Gate node, the workflow stops immediately. The run’s status changes to Paused in the Runs panel.

Reviewer is notified

The Runs panel shows an amber pause icon next to the paused run, with the gate’s label and instructions visible when expanded.

Reviewer approves

The reviewer opens the Runs panel, expands the paused run, reads the instructions, and clicks Approve & Resume.

Workflow continues

Execution resumes from the Approval Gate and runs all remaining downstream nodes.

Example — gated deployment:

Gate label: Lead Approval
Instructions: Review CI results and staging environment before approving production deploy.

Use the Approval Gate for any process that requires a human judgment call — content review before publishing, project sign-off before going active, or deployment review before releasing to production.

Connecting nodes

Hover over any node on the canvas to reveal small circular handles on the top (input) and bottom (output) edges. To create a connection:

Click and drag from an output handle on one node.
Drag to an input handle on another node.
Release — an animated arrow line appears showing the direction of execution.

You can connect one node’s output to multiple downstream nodes to branch execution, or connect multiple nodes into a single downstream node to merge paths. Only Condition nodes route execution to exactly one of two branches — all other nodes pass execution to every connected downstream node. To delete a connection, hover over the line until an X appears at the midpoint and click it. To add a label to a connection, double-click it and type.

Configuration panel

Select any node to open its configuration panel on the right side of the canvas. This is where you set all the node’s fields, choose dropdown values, and insert variables using the {{ picker. Changes save automatically as part of the workflow’s auto-save.

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Projects & Tasks

Notes & Files

Workflows

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Changelog

Workflow nodes: actions and logic

Action nodes

Create task

Update task

Create note

Update note

Create calendar event

Duplicate entity

For each

Send email

Send Slack message

Send Discord message

HTTP request

Logic nodes

Condition

Delay

Approval gate

Connecting nodes

Configuration panel

Next steps

Variables

Templates

Get Started

Projects & Tasks

Notes & Files

Workflows

AI & Integrations

Changelog

Documentation Index

​Action nodes

​Create task

​Update task

​Create note

​Update note

​Create calendar event

​Duplicate entity

​For each

​Send email

​Send Slack message

​Send Discord message

​HTTP request

​Logic nodes

​Condition

​Delay

​Approval gate

​Connecting nodes

​Configuration panel

​Next steps

Variables

Templates

Action nodes

Create task

Update task

Create note

Update note

Create calendar event

Duplicate entity

For each

Send email

Send Slack message

Send Discord message

HTTP request

Logic nodes

Condition

Delay

Approval gate

Connecting nodes

Configuration panel

Next steps