Typed flow templates
Declare the settings each install needs as a JSON Schema, such as a carrier or a warehouse code. The install form is generated from it, and params are checked at install and again at every upgrade.
Package a flow as a template with typed params, install it for each client, and run every copy under your brand, metered per client.
How it fits together
It replaces maintaining a fork of the same integration for every customer. Each install touches only that client's connections, shipments, and inventory. Clients see their own flows, runs, and exceptions on white-label pages inside your product, and every run is metered per client, so usage passes straight through to your invoices.
Template · Order sync v3
carrierenum · requiredwarehouse_codestring · requirednotify_urluri · optionalInstalled for
fedex · WH-EASTv3ups · WH-WESTv3usps · WH-EASTv2 · upgradeMetered per client · this month
Templates
Declare the settings each install needs as a JSON Schema, such as a carrier or a warehouse code. The install form is generated from it, and params are checked at install and again at every upgrade.
Each publish raises the template version. Installed flows keep running their own copy, and you choose when each client moves to the new version.
A template that listens for order or shipment events is installed against the client's own bridge, never your organization's, so each copy hears only that client's events.
Client pages
Through the Orderly embed, clients see their own flows, runs, and exceptions inside your product, with each run's input, output, and step results.
Clients can retry or ignore a failure, start the runs you allowed at install, and, if you turn it on, issue their own endpoint keys.
Clients never see or edit flow definitions and cannot create flows. The integration remains your product.
Client-scoped data
A client flow touches only that client's connections, checked at publish, when a trigger matches, and again at every step. Every query is scoped to your organization, and endpoint keys issued for a client work only on that client's endpoints.
Metering
Runs and endpoint requests are counted per client, so you can bill usage through without building a reporting job. The clients view shows each client's active flows, runs this period, and open exceptions, and the Runs and Flows lists filter by client.
Agencies and platforms
Package your standard integration as a template with typed params, such as a carrier and a warehouse code, and install it for each new client. Every install runs in that client's lane, appears on their pages under your brand, and is metered per client.
template v3params checkedinstall per clientmetered per clientPartner features are included with Flows Pro and Dedicated; see Flows pricing. Read the partner docs ↗
Questions
No. A client flow touches only that client's connections, checked at publish, when a trigger matches, and again at every step. In the white-label pages every list and action is filtered to the signed-in client, and an endpoint key issued for one client cannot be used on another client's endpoint.
Publishing a template creates a new version, and flows installed from an older version show that an update is available. Upgrading checks the client's params against the current schema and replaces the flow's draft; the client keeps running the published version until you publish again.
Partner templates, white-label client pages, and per-client metering are included with Flows Pro and Flows Dedicated, as are X12 EDI and trading partner connections. Flows Launch covers your own integrations.
Build it once
Tell us the integration every new client needs. We will show you the template, the install, and the page your client sees.