Documentation

Create your workspace, set up entities and fields, add your first records.

• •Create a workspace from a template or from scratch
• •Define entities (Leads, Contacts, Projects, etc.)
• •Add fields to customize your data model
• •Invite team members and assign roles

Automate workflows with process statuses and transition actions.

• •Create processes with statuses and transitions
• •Set up automation actions: send email, create task, update field
• •Configure status entry automations and transition automations
• •Use role-based auto-assignment on status change

Integrate Relaro with your existing tools using the REST API.

• •Authenticate with API keys (csk_...)
• •CRUD operations on entities and records
• •Bulk operations for records
• •Filter, search, sort, and paginate results

Get real-time notifications when data changes in your workspace.

• •Configure outgoing webhooks for record events
• •Receive payloads with record data and field mappings
• •Supported events: created, updated, deleted, transition

Role-based access, field-level visibility, 2FA, and audit logging.

• •Create custom roles with entity-level permissions
• •Control field visibility and editability per role
• •Enable two-factor authentication (TOTP)
• •Monitor activity with the workspace audit log

Extend Relaro with 20+ built-in apps for invoicing, email, scheduling, and more.

• •Invoice & Line Items, Payment Tracker
• •Email Campaigns, Mailgun integration
• •Google Calendar, Appointments
• •Stripe, Twilio SMS, Telegram Bot, and more