PlatformReliability hardening across workflow execution, friendlier CSV node error messages, and SFTP private key passphrase support.New Features
- SFTP Passphrase Support: SFTP connections now support passphrase-protected PEM private keys.
- More resilient workflow execution with extended retry windows for transient infrastructure issues.
- CSV node validation errors now reference field labels instead of internal field names, making issues easier to diagnose.
- Improved template resolution consistency for null values, empty strings, and large numeric strings.
- Group node concurrency and Loop node validation now surface clearer errors on invalid input.
- CSV node now correctly auto-detects wrap, delimiter, and line-ending when fields are left blank.
PlatformAgentAPIsIntegrationsSmarter error grouping for instance errors, automatic retries on transient auth failures, in-chat workflow diagrams, and new actions for Fishbowl and Rillet.New Features
- Iteration Collapse on Instance Errors: Repeated errors across batch and pagination iterations are now collapsed into grouped summaries by default. Pass
group_iterations=falseto expand all individual occurrences. - Workflow Diagrams in Chat: The AI builder can now render workflow diagrams inline in chat using the
visualize_workflowtool. - Field-Mapping Finalization in Chat: The mapping tool now shows a progress bar, per-entity results, and inline error reporting in the AI builder chat.
- Quick Mode: A new toggle on the prompt view enables a faster alternate assistant behavior.
- Switch and Try/Catch nodes now have improved edge routing and validation to prevent duplicate error handlers.
- The manual trigger response now includes an
execution_errorfield for easier debugging. - Token refresh now intelligently retries on transient network errors (timeouts, connection resets, rate limits) instead of failing immediately.
- Pagination now detects duplicate consecutive API responses and terminates gracefully, preventing infinite loops on misbehaving endpoints.
- Custom node templates now correctly serialize arrays, objects, and null values in body templates.
- Switching accounts now clears stale data automatically.
GET /instance/:id/errorsnow supports agroup_iterationsquery parameter (defaults totrue).createInstanceFromManualTriggerresponse now includesexecution_error.
- Fishbowl: 5 new actions — get sales order details, list manufacture orders, browse location groups, record payments, and import CSV data.
- Rillet: 3 new actions —
list_customers,list_vendors,list_contractswith advanced filtering. - Salesforce: Token refresh now triggers correctly when
baseUrlis pre-set. - Freshservice: Credential validation now uses
list_tickets. - NetSuite: Resolved a cache mutation issue affecting concurrent requests.
PlatformAgentAPIsIntegrationsPrivate workflows, custom fields on filter views, a new instance errors API, Fishbowl integration, and configurable page sizes across the platform.New Features
- Private Workflows: Workflows can now be marked private and listed across linked accounts using
scope=private. - Custom Fields on Filter Views: Define custom fields on filter views and persist their values on instances. Custom field values are snapshotted at terminal state and can be used to filter executions.
- Instance Errors API: New
GET /instance/:id/errorsendpoint returns errors grouped by message hash for easier triage. - Configurable Page Sizes: A page size selector is now available across logs, events, executions, and schedules pages.
- Fishbowl Integration: New connector with key-based authentication and self-hosted server support.
- Execution ID Filter: Filter hosted portal executions by execution ID.
- Alias Search on AI Workflows: Search AI workflows by alias on the workflows list page.
- Redesigned execution detail view with breadcrumb drill-down navigation, expandable JSON, and node count badges in the All/Errored segment filter.
- Open-in-new-tab support for drillable nodes, batches, and pagination rows.
- Workflow type and linked-account filters now persist in the URL.
- Field mappings now display and allow editing of
field_type, with rows grouped by entity. - OpenAPI spec import now upserts custom actions on duplicate name/operationId instead of rejecting them.
- AI builder now uses skill-first selection for improved workflow planning, with new
SEARCH_INTEGRATION_GRAPHandGET_SKILLStools available via MCP.
GET /instance/:id/errors— new endpoint for grouped instance errors.scope=privatequery param added to the workflow list endpoint.execution_idfilter added to the hosted portal executions API.view_idandkeyfilters added for custom-field-based instance filtering.- New
ISSUESandMESSAGESvalues added to theFilterViewTypeenum. - New schema fields:
custom_fieldsonFilterView,custom_field_valuesonInstance,field_typeonFieldMapping.
- Fishbowl: Full connector with inventory and order management actions.
- Xero & Freshbooks: Migrated to the new request-transform handler for improved consistency.
- Incorta: Resolved HTTP 415 errors on POST/PUT/PATCH requests.
- SAP: Corrected verb prefixes for cancel and release RPC actions.
- Sage Intacct: Resolved redundant token refreshes triggered by concurrent 401 retries.
PlatformAgentIntegrationsRefreshed Connect Executions and Workflows pages, an Installed Skills sidebar in Integration Graph, and expanded actions for MS Dynamics CRM, Salesforce, and Hexagon SDX2.New Features
- Connect / Executions Refresh: Execution IDs are now displayed as copyable mono text. Filters have moved into a popover with a SYNC/ASYNC group and debounced execution-ID search.
- Connect / Workflows Refresh: Workflow view selector moved inline into page content, with client-side search on Shared Workflows.
- Installed Skills Sidebar: New sidebar in Integration Graph for browsing and editing installed skills, with source filtering and category icons.
- Legacy Orchestration Toggle: New
Execute via Legacy Orchestrationworkflow setting for orgs running on the new execution backbone. - New AI Builder Tools:
LOAD_TOOL_SKILLandVISUALIZE_WORKFLOWtools added for the chat-based builder.
- Chat code blocks now validate language identifiers before rendering, preventing crashes on non-standard fences.
- Improved icon contrast in Integration Graph list view.
- MS Dynamics CRM: New Contact API with full CRUD operations.
- Salesforce: Added Contact Group / Contact API actions.
- Hexagon SDX2: Added
getFDWDocumentsaction; resolved OAuth issue. - Incorta: Dynamic content-type detection, body transformation, and content-type caching for request handling.
- Rillet: Synced with the official API spec, with deeper nesting now rendered correctly for nested array-of-object fields like emails and contract items.
PlatformAgentAutomatic post-session knowledge graph enrichment, a new Code Writer agent, and broader skill access across tenants.New Features
- Graph Enrichment Agent: Automatically classifies completed sessions, resolves entities, extracts patterns, and persists enrichment to the knowledge graph. Triggered on session completion, notable events, or after an idle period.
- Code Writer Agent: New agent type with application-aware filtering across the planner and code writer nodes.
- Tool Skills Framework: New skills registry with
load_tool_instructionsandvisualize_workflowskills. - Cross-Tenant Library Skills: Shared Refold library skills are now accessible from any tenant.
- Broader entity matching across episodes and content types.
- Extracted entities are now merged across runs instead of overwritten, preventing data loss on re-extraction.
PlatformBetter file download handling and network retries.New Features
- Content-Disposition Support for File Downloads: File downloads now honor
Content-Dispositionheaders, resulting in correct filenames and proper inline/attachment handling.
- Enhanced network error detection with more robust retry logic for transient failures.
- More consistent API call tracking for more accurate usage metrics.
PlatformAPIsIntegrationsThree new connectors — Certinal eSignature, Rillet, Bullhorn — plus a redesigned Workbench for AI artifacts and new hosted portal controls.New Features
- Public Workflows in Hosted Portal: A new sub-tab in the hosted portal lets you enable or disable public workflows per linked account.
- Workbench (formerly Scratchpad): AI-generated artifacts — implementation plans, reports, field mappings, code, and API contracts — now stream live into dedicated cards. The Workbench tab opens automatically when generation begins.
- Duplicate Node & Entry Node Management: New context menu options in the workflow builder for duplicating nodes and managing entry nodes.
- Environment Variable Insertion in Data Slots: Insert environment variables directly from the Data Slots toolbar.
- Unsaved Changes Prompt: A navigation guard now warns you when leaving a connect portal configuration with unsaved changes.
- Execute Workflow Dialog: New dialog for running non-associated workflows, with linked account selection, a payload editor, and a sync toggle.
- Integration Graph Redesign: URL-driven filtering, a restructured sidebar with dynamic app and type entries, and collapsible Node Types & Edge Types legends that persist across the session.
- Tool Output Expansion: Long tool outputs in chat now truncate at 4 lines with Show more / Show less controls.
- Tab State Persistence: Workflow and project tabs persist across version switches and provider remounts.
- The default “Fields” tab has been renamed to “General Fields” in the hosted portal and admin Config Portal for clarity.
- X-Trace-ID Response Header: API responses now include an
X-Trace-IDheader to simplify debugging and support requests.
- Certinal eSignature: New connector with OAuth2 authentication supporting transactions, documents, and templates.
- Rillet: New native connector with API-key authentication and automatic idempotency key injection on POST requests.
- Bullhorn: New OAuth2-based connector with automatic token management and refresh handling.
- Ironclad: Seven new webhook trigger events.
- SFTP: PEM passphrase support for encrypted keys.
- NetSuite: Improved base URL handling across REST, SuiteQL, and metadata endpoints.
- Incorta: Empty-body support for POST/PUT/PATCH operations.
- Mailchimp, Dropbox, Zoho, Zoho Books, and Zendesk: Reliability improvements.
PlatformAPIsIntegrationsRun workflows with a linked account override, a new Scratchpad workspace, and SAP S/4HANA action ID standardization.New Features
- Linked Account Support for Workflow Execution: Workflows can now be executed with a specific linked account override via
linked_account_idandtest_linked_account_idfields — useful for multi-tenant testing and per-customer execution. - Request Headers as Event Data: Set
include-headers: true(as a header or query param) on manual triggers and webhooks to capture request headers in the event payload. Access them via{{event.headers.header_name}}in workflow nodes. - Associated App Slugs in Public Workflow Response:
GET /api/v2/public/workflownow returns anassociated_app_slugsfield listing apps reachable from the workflow’s start node. - Workflow Scratchpad: New tab on the workflow page with summary cards for Code, Implementation Plan, Report, Testing, Versions, Field Mappings, and API Contracts.
- Persistent Unsaved Changes on Canvas: Draft changes on the workflow canvas are preserved when switching tabs, preventing accidental data loss.
- Rule Node Edge Styling: Edges from rule nodes now display “true” / “false” labels with green and red styling.
- V1 → V2 Workflow Import: Import V2 workflows directly into existing V1 workflows.
- Integration Graph Visualization: Dynamic edge styles, node shapes, entity type legends, focus-node navigation, list view pagination with search, and reset filters.
- Applications Lazy Loading: Large application lists now lazy-load for faster page performance.
- Connect Portal Account Display: Fixed an issue where already-connected accounts still showed a connect option.
- Sync Execution Timeout Warning: The Try-API page now surfaces a timeout warning for synchronous executions of complex node groups.
- More Actionable Authentication Errors: Authentication errors now return specific, context-aware messages with direct links to configure credentials.
- New endpoint:
GET /api/v2/public/workflow/:workflowId/linked-account/:linkedAccountId/execution-node-batches— fetch execution node batches scoped to a specific linked account. GET /api/v2/public/workflowresponse now includesassociated_app_slugs.- New
linked_account_idandtest_linked_account_idfields on the Workflow object.
- SAP S/4HANA: Action identifiers across 15+ specs have been standardized to snake_case (e.g.
get_sales_order,create_material_bom_item,cancel_invoice,release_purchase_order). - Google Drive: Sync notifications are handled correctly and Google Drive headers are automatically made available in the event payload.
PlatformIntegrationsRestored Google Drive webhook delivery and fixed a config-loading issue.Bug Fixes
- Config Loading for Auto-Enabled Workflows: Resolved an error that could occur when loading application config for linked accounts with auto-enabled workflows that had no data slots configured.
- Google Drive: Fixed an issue where webhook events were silently dropped. Events are now reliably received and routed to the correct workflows.
PlatformFixed a custom node regression.Bug Fixes
- Fixed a regression that could affect custom node execution in certain configurations.
IntegrationsReliability improvements for integration HTTP requests.Integration Updates
- Stability and reliability improvements for integration HTTP request handling.
PlatformAgentAPIsIntegrationsNew SAP Fieldglass connector, rerun and resume for stopped workflow instances, an AI chat panel on execution pages, and a Contentful OAuth migration.New Features
- Rerun & Resume Stopped Instances: Stopped workflow instances can now be rerun or resumed, with improved error handling across retry flows.
- AI Chat on Execution Instances: New AI chat panel on the execution instance page to help debug specific runs.
- Issues Page Filters: Added filtering on the Issues page with improved back-navigation behavior.
- Node Type Pages: Expanded layout with dedicated pages per node type.
- Custom App Pagination Schema: New action schema for default custom apps with pagination support.
- Friendly display names for tool calls in chat and AI-assisted builders.
active_linked_account_idis now included in integration project responses.
- SAP Fieldglass: New connector.
- Contentful: Migrated from key-based authentication to OAuth2.
- Salesforce: Fixed pagination for SOQL queries;
get_entity_with_soqlnow supports a configurable batch size. - Workday: Fixed pagination on certain actions.
- HubSpot: Fixed
company propertyChangetrigger not firing. - Databricks: Added User-Agent header for partner-certification compatibility.
IntegrationsFixed identifier mapping for Zoom recording transcript webhooks.Integration Updates
- Zoom: Recording transcript webhook events now correctly resolve to the right linked account, with graceful handling when identifiers are missing.
PlatformRicher instance error reporting and a custom node templating fix.Improvements
- Instance Error Reporting: Added more detailed error reporting for workflow instances, making failures easier to diagnose.
- Custom Node Templating: Fixed a templating issue affecting custom node payloads in API Proxy calls.
PlatformIntegrationsPersonal access tokens for linked accounts, expanded Workday SOAP coverage, persistent table column management, and webhook support for stopped and timed-out workflows.New Features
- Personal Access Tokens (PAT) for Linked Accounts: Linked accounts can now generate, copy, and revoke long-lived API tokens directly from the account overview. Useful for programmatic access without session-based authentication for MCP usecases.
- Persistent Table Column Management: Columns in persistent tables can now be added, removed, and renamed. The maximum column limit has been increased from 10 to 20 per table.
- Workflow Stopped & Timed Out Webhooks: Webhook subscribers can now register for
Workflow StoppedandWorkflow Timed Outevents, in addition to the existing Completed and Errored events. - Workflow Search by Alias: Workflows can now be searched by their alias in addition to their name.
- Excel Merge — Single Sheet Option: The merge-files action now supports a
merge_into_single_sheetoption to consolidate all sheets into a single sheet on merge.
- Action descriptions in the node details panel are now collapsible, reducing visual clutter when working with complex workflows.
- Connection search now matches on both name and ID, making it easier to locate accounts quickly.
- Execution log instance IDs are now normalised, with related batches pre-selected automatically for context.
- Workflow Stopped events previously did not emit a webhook or audit log entry on manual stop — this is now resolved.
- Enabling Pagination in API Proxies did not open subsequent pagination modal - this is fixed.
POST /session-token/refreshhas been decommissioned.
- Workday: Expanded SOAP coverage for additional Workday modules.
- Oracle Financials: Expanded REST coverage for currency rates, data security, journal batches, and list-of-values.
- Snowflake: Connections now identify as
RefoldAI_Workflowfor improved auditability in Snowflake query history.
PlatformAgentAPIsIntegrationsBulk retry for errored workflows, extended Workday SOAP integration, AI builder improvements, and a more powerful Logger experience.New Features
- Bulk Retry on Error Logs: Errored workflow nodes can now be retried in bulk by error type. Error logs are aggregated by hash for faster triage and resolution.
- Workflow Import: Workflows can now be imported directly from the new workflow dialog, alongside the existing “Start from scratch” option.
- Logger Search & Persistent Filters: The Logger page now supports search filtering with URL-persisted state — filters and pagination are preserved across navigation.
- Pagination state now resets correctly when filters change across Errors, Events, Executions, Schedules, Webhooks, and Logger pages.
- The AI builder now surfaces an interactive multi-step prompt card when additional input is needed, and displays the task list in the implementation plan tab before a plan is generated.
- Connect portal URLs now handle account status checks more broadly, and a double-encoding bug on portal URL params has been resolved.
- Workflow updates in the scheduler trigger were not being saved — this is now resolved.
- The workflow testing tab incorrectly showed connection status for the selected linked account.
- The “Fields” config tab was appearing twice on the app configuration page.
- Input fields in the User Form builder could not be cleared.
- The Get Linked Accounts API now supports a
searchquery parameter for filtering linked accounts by name.
- Workday: Extended SOAP integration with support for 14 WSDLs, including worker data, documents, and Resource Management P2P actions.
- Hexagon SDx2: New integration with full OpenAPI spec, OData query support, and auth pre-processing.
- Hexagon SPID: Expanded with 248 additional actions.
- AWS S3: Fixed credential validation issue affecting request signing.
PlatformIntegrationsRestored webhook reliability for Smartsheet, Dropbox and Zoom, and added new actions for Zincwork & Contentful applications.Integration Updates
- Zincwork: New Search Results action, powered by
GET /partner/v2/search. - Contentful: Content Management actions added to the pre-existing connector.
- Smartsheet: Token refresh handles edge cases correctly.
- Zoom: Webhook delivery enabled.
- Dropbox: Webhook trigger restored. ⚠️ Action required for existing users: Accounts that were linked while this issue was active will need to reconnect via OAuth to resume receiving webhook events.
PlatformAPIsIntegrationsNew connectors for Smartsheet, Hexagon Smart 3D, and Contentful, plus the ability to enable or disable individual workflows via API.New Features
- Enable/Disable Workflows via API: Enable or disable individual workflows programmatically without reinstalling a configuration.
- Configurable Workflow Timeouts: Workflow timeouts can now be customized per deployment.
- Smartsheet Integration: Connect your users’ Smartsheet accounts.
- Hexagon Smart 3D Integration: Connect your users’ Hexagon Smart 3D accounts.
- Contentful Integration: Connect your users’ Contentful accounts.
- Smoother workflow testing experience with improved custom payload initialization.
- More reliable file handling across integrations.
- New endpoint:
PUT /api/v2/public/slug/{slug}/config/{configId}/workflows/{workflowId}— enable or disable individual workflows.
- New Smartsheet, Hexagon Smart 3D, Hexagon SPID, and Contentful API actions.
- Sage Intacct: Extended coverage — purchase orders, revenue recognition, warehouses, contracts, and fixed assets.
PlatformAgentReliability improvements to workflow execution and connection handling.Improvements
- Stability and reliability improvements across the platform.
PlatformAPIsIntegrationsFully redesigned Execution Logs, a new Coupa integration, public audit event log API, and the ability to reconnect accounts without removing them.New Features
- Execution Logs Overhaul: Redesigned logs page with filter views, saved filters, pagination, and per-node error details. Loop, Sub Flow, and Pagination nodes now show child instance badges for easier debugging.
- Public Audit Event Logs API: Retrieve audit event logs programmatically via
GET /api/v2/public/audit/event-received. Supports pagination and multiple authentication methods. - Connected Account Reconnect: Reconnect a connected account directly from the platform — no need to remove and re-add it.
- Unpublished Workflow Guard: Draft workflows are blocked from public routes until published, preventing accidental execution.
- Workflow instance metadata now includes
workflow_idfor easier tracing. - Copying a workflow now preserves all dataslots.
- Session token TTL for linked accounts is now configurable.
GET /api/v2/public/audit/event-received— new endpoint to retrieve paginated audit event logs.instance_meta_data.workflow_id— workflow ID is now included in instance metadata responses.feature_flags— org settings responses now include afeature_flagsfield.
- Coupa: New integration covering procurement, P2P/S2C, and Order Header APIs.
- SAP S/4HANA: Extended coverage including Customer Master, journal entries, and custom fields.
PlatformAPIsManage environment variables across your entire org programmatically — set, retrieve, and delete values at org, workspace, linked account, and workflow scope.New Features
- Environment Variable APIs: Fully manage environment variables via public API across org, workspace, linked account, and workflow scopes. Enables automated provisioning, dynamic configuration, and parent–child linked account setups. Supports both API Key and Bearer Token authentication.
GET /api/v2/public/env/definitions— list all environment variable definitionsGET /api/v2/public/env/definitions/:id— retrieve a specific definitionGET /api/v2/public/env/values/:scope— get variable values by scopeGET /api/v2/public/env/value/:definition_id— get value for a specific definitionPOST /api/v2/public/env/values— set an environment variable valueDELETE /api/v2/public/env/values/:value_id— delete an environment variable value
- Improved workflow service stability for more reliable execution.
PlatformAPIsIntegrationsNew Zincwork connector with full Partner API v2 support, and the ability to filter linked accounts by environment variable.API Changes
- The Get Linked Accounts API now supports filtering by environment variable and value.
- Zincwork: Full support for the Partner API v2 — package management, check creation, report generation, request review, and HR management. Authenticates via key-based auth.
- Enhanced SendGrid authentication with tightened permission scopes.
PlatformIntegrationsStability improvements across the platform, including significantly faster load times and fixes for the MCP server and error log pagination.Improvements
- Improved error log browsing with reliable pagination on the Errors view.
- Custom app publishing now navigates directly to the app page after publish.
- Fixed HubSpot field mapping and configuration issues.
- Fixed Slack message formatting and webhook handling.
- Fixed Contentful action field requirements for asset uploads.
PlatformAPIsIntegrationsRole-based access control, linked account login, multi-app workflow builder in the hosted portal, a new Logger page, and a refreshed platform design.New Features
- Role-Based Access Control (RBAC): Define granular permissions for team members across your Refold workspace.
- Linked Account Login: Linked accounts can now log in directly to access and manage their integration configurations.
- Multi-App Workflow Builder in Hosted Portal: Build workflows spanning multiple applications directly from the hosted portal.
- Logger Page: A dedicated page to track all logs generated by the Logger node in workflows.
- Error Tracking: Monitor workflow execution errors from a centralized view.
- Updated Platform Design: Refreshed UI across the platform for improved navigation and usability.
- Page and Tab names in the config portal can now be customized per application.
- Select public APIs now accept
linked_account_idto support linked account login flows. Existing API calls remain backward compatible.
- Fixed ServiceNow authentication for instance URL, username, and password setup.
- Fixed Slack file uploads.
- Resolved Zuora pagination returning incomplete data.
- Enhanced support for SAP S4/Hana, Snowflake, Databricks, Oracle Fusion Financials, and Netsuite.
PlatformAgentAPIsIntegrationsA redesigned workflow canvas, AI-generated workflows from a prompt, reusable API payloads, and a more durable execution engine. Workflow V1 will be sunset on May 31, 2026.New Features
- Workflow Canvas V2: Redesigned canvas with flatter, simpler node configuration — fields map directly to their values, making workflows easier to read, build, and edit.
- AI Workflows: Describe an automation in plain English and have the Refold agent generate the workflow — triggers, nodes, mappings, and branching included. V2-only.
- Reusable API Payloads: Define payload templates once and reference them across multiple workflows to cut duplication.
- Unified Node Catalogue: Utility nodes, default nodes, native apps, and custom apps now appear in a single, consistent listing.
- More reliable long-running workflow execution and cleaner retries on a new durable execution backbone.
- Tighter, more consistent public APIs with a simplified single org-token authentication model for main workflow endpoints.
- Stability and reliability improvements across workflows and access control.
- New
/api/v2/*workflow endpoints replace the legacy/api/v1/workflow/*endpoints, with a flat payload format. - Authentication on main workflow endpoints simplified to a single org-token model.
- Corrected Zoho CRM action definitions.
- Added
Get Base URLaction to OpenProject, HaloITSM, and Aha! for retrieving the instance base URL.