Glossary

API¶

API (Application Programming Interface) allows you to connect Grovana with other software systems and build custom integrations.

Apps¶

Apps add tools, records, and actions to your workspace. Your administrator chooses which apps are available.

Code Actions¶

Code Actions are custom workflow steps prepared by an administrator or implementation partner. They can transform data or calculate values.

The Command Menu is a quick-access interface (opened with Cmd + K on Mac and Ctrl + K on Windows) that lets you perform actions, create records, and navigate your workspace efficiently.

Company & People¶

The CRM has two fundamental types of records:

A Company represents a business or organization.
People represent your company's current and prospective customers or clients.

Custom Fields¶

Custom Fields are data fields you create to capture information specific to your business needs and processes.

Data Model¶

A Data Model is the structure that defines how information is organized in your CRM, including what objects exist, their properties (fields), and how they relate to each other.

Favorites¶

Favorites are records you've marked for quick access, appearing in your sidebar for instant navigation to important data.

Field¶

A field refers to a specific area where particular data is stored for an entity.

Iterator¶

An Iterator is a workflow action that loops through an array of items, executing subsequent actions for each item in the list.

Kanban¶

A Kanban is a visual way to track your business processes using cards and columns. Each column represents a stage in your process (for example: new, ongoing, won, lost), and you move records through these stages as they progress.

Object¶

An Object is a data structure that represents a specific type of entity in your CRM (like People, Companies, or Opportunities). Objects can be standard (built-in) or custom (created by you).

Opportunities¶

Opportunities in Grovana CRM are potential deals or sales with accounts or contacts.

Record¶

A Record indicates an instance of an object, like a specific account or contact.

Relation Fields¶

Relation Fields create connections between different objects, allowing you to link records together (like connecting a Person to a Company).

Standard Fields¶

Standard Fields are pre-built data fields that come with objects by default and provide common functionality across all workspaces.

Tasks¶

Tasks in Grovana CRM are assigned activities relating to contacts, accounts, or opportunities.

Triggers¶

Triggers are the starting point of a workflow — the event or condition that initiates the automation. Examples include record creation, record updates, webhooks, or scheduled times.

Views¶

You can customize the display of your records using views, setting different filters, layouts and sorting options for each view.

Upsert¶

Upsert is an operation that combines "update" and "insert" — it updates an existing record if a match is found, or creates a new record if no match exists.

Webhooks¶

Webhooks are automated messages sent from Grovana to other applications when specific events occur, enabling real-time data synchronization.

Workflows¶

Workflows are automated processes that trigger actions based on specific conditions, helping you automate repetitive tasks and business processes.

Workspace¶

A Workspace typically represents a company using Grovana. It holds all the records and data that you and your team members add to Grovana. It has a single domain name, which is typically the domain name your company uses for employee email addresses.

Workspace Members¶

Workspace Members are the Grovana users from your team who have access to your workspace. They can be assigned as owners or assignees for records.