Specify your preferred workspace name.

Specify permitted email domains for user invitations.

By clicking the Intercom button at the bottom right of the window, opening a popup for direct Cargo-related queries.

Send invitations to new users via email.

Copy the basic auth token for making API calls to your Cargo workspace.

Generate a new auth token and copy it to start using it.

Access and manage workspace invoices.

Add or configure a system of records.

Utilize the Sandbox Query Builder.

Refresh the list of members loaded from your connected GTM tools.

Review all members within your revenue organization.

Keeps a tally of how leads are distributed among team members within specific categories, helping to monitor and adjust lead distribution.

How long the tally of allocations keeps its memory.

A designated backup member for lead allocations, ensuring no lead is left unattended when the primary member reaches their maximum capacity.

View all connectors configured on your workspace. By clicking the + button, which will open a modal for adding a new connector.

Monitor the yellow icons for credits available on your account. The information appears in this format x/y (z): - x: the amount of credits remaining. - y: initial credits available on the workspace every month. - (z): remaining amount of additional purchased credits.

Clicking on the yellow icon redirects you to a Stripe payment page.

Toggle the workflow enablement button on the left-side of the top bar to enable the workflow to react to triggers.

Use the undo/redo buttons on the top bar Reverse or re-apply editing actions.

Navigate back to the main Workflows panel using the dedicated button on the top bar.

Publish your draft of the workflow to your workspace with the Publish button.

• Export: Click on the top bar and select Export JSON to download a config file containing the workflow's details. - Import: Click on the top bar and select Import JSON to upload the config downloaded previously.

Click on the ... button in the top bar and select Duplicate to create a copy of the workflow.

Click inside the workflow's display name in the top bar to rename the workflow.

Click on the ... button in the top bar and select Remove to permanently delete a workflow from the workspace.

Add release notes to document changes and updates in each version.

Configure how often the segment resync with the data model feeding the workflow to look for changes.

Starts the workflow every time a change is noticed, regardless of prior workflow runs. Useful for acting on every change quickly.

Starts the workflow only if the record isn't currently being processed. Helps avoid duplication from high-frequency enrollments.

Ensures that once a record has gone through the workflow, it won't trigger again. Ideal for processing each record only once and avoiding further actions on subsequent changes.

Triggers the workflow when new records are added. Essential for immediate actions on new information, like adding new customers.

Starts workflows when records are removed. Useful for data cleanup and triggering follow-up actions.

Triggers workflows when specific details in a record are changed, ensuring actions are based on the latest data. This options allows tracking a certain column to track for updates, as opposed to tracking all the columns in a segment.

Triggers workflows no result in a record are changed. This options allows tracking a certain column to track for updates, as opposed to tracking all the columns in a segment.

Nodes linked in a flow together execute sequentially, creating a logical execution path.

Manage the initial development phase of workflow creation.

Create ad-hoc runs in a published workflow via the Runs view in the worklfow interface.

Workflow able to triger runs based on segment changes.

Open the right navigation bar to access the Node Catalog by clicking the +.

Automatically repositions nodes neatly across the workflow editor.

Automatically run all remaining nodes in the execution flow present in the current workflow draft.

Adjust node settings or duplicate for reuse within the workflow.

Specify retry policies for nodes to ensure robust error handling.

Set node failure handling strategies.

Designate a fallback node for scenarios where the primary node fails.

Wait before calling the next actions. The Wait node is used to create a pause of any desired duration in your workflows. The Wait node can be set to resume based on a time interval in minutes.

Split lets you divide your workflow into two branches, where you select the percentage you want to split.

Retrieve entity records and get existing information you have on a lead, account, or any entity in a data model.

Create or update an entity record. The goal is to write back relevant attributes you would like to retrieve in your data warehouse.

Set up a scoring model using Cargo. You can create scoring models for various use cases including churn prediction score, lead & account scoring, etc.

Loop multiple elements in an array inside a Cargo workflow. To loop through an array, perform a uniform operation on each of these elements programmatically.

Temporarily store some values to be able to use them again at another point in the workflow.

Block the workflow's execution unless the condition is matched.

Similar logic to a filter, but creates two branches where the condition is and isn't met.

Route records to multiple, exclusive branches conditionally based on criteria.

Distribute records proportinately between different routes.

Pass an array and trigger another workflow in your space upon execution. Note that a workflow is only triggered on a published workflow, not during node testing.

Choose members of your team, and retrieve members IDs across the sales tools.

Create a key/value data store for use later in the workflow.

Enclose expressions within double curly brackets. Text outside these brackets is treated as a string.

Access the context of all nodes, from the start node to the current node in the workflow.

Retrieve data from a parent node in order to use inside a nested group node within a workflow.

Access nested data structures, properties or methods of a data object inside an expression.

Use square brackets for indexing arrays, with 0 being the index of the first element inside an array.

A truthy value checks whether the variable truthy or not. To check if an expression is truthy, referencing the value using a conditional node like a filter or a branch node will check whether the variable is truthy. For instance, {{nodes.start.domain}} will evaluate the expression and return 'true' if it is truthy.

To convert a string separated by commas into an array, use the following expression. This will parse the string and return an array of values. {{ (nodes.start.variables.string).split(',') }}

To merge two arrays, use the following expression: {{ [...array1, ...array2] }}. This will combine both arrays into a single array.

To slice an array, use the following expression: {{ array.slice(startIndex, endIndex) }}. This will return a new array containing the elements from the start index up to, but not including, the end index.

To map an array, use the following expression: {{ array1.map((item) => ({ ...item, variable1: nodes.variables.variable })) }}. This will iterate over each element in the array and add or update the variable1 property with the value from nodes.variables.variable, returning a new array with the modified objects.

Isolate specific data, such as filtering LinkedIn profiles from a list.

The map() method in JavaScript creates a new array populated with the results of calling a provided function on every element in the calling array. This method is useful for transforming data within an array without altering the original array. For example, if you have an array of user profiles and you need to extract just the URLs from each profile, map() can be applied to produce a new array of URLs, leaving the original profiles array unchanged.

Combine multiple strings or data elements into a single string, separated by commas.

Encode or decode parts of URLs to ensure they are safe to send over the internet.

Check if a value is NaN, or convert strings to integers or floating-point numbers.

Determine if an object exists within another object's prototype chain.

Combine multiple conditions; both or either must be true, respectively.

Compare values for equality or inequality, including type comparison.

Combine strings, divide a string into an array, or convert text to lower case.

Compare dates or calculate differences between dates.

Use basic arithmetic operations to add, subtract, multiply, or divide values.

View and interact with all models loaded in the workspace.

Manually refresh the data loaded in a model.

Set the default interval for data refresh in models.

Apply and save filter criteria to create a segment on the model.

Apply inclusion or exclusion filters based on existing segments.

Toggle the AND/OR selectors to create complex filter criteria similar how you could using AND, OR combinations with SQL

Apply limitations or sort criteria to segment data.

Set filters on objects nested inside an object to refine your data view. Here’s how you can define these filters:

• Add filter Click on "Add filter" to start creating a filter condition.
• Select the nested object Choose the nested object (e.g., "Address") from the list where you want to apply the filter.
• Choose an operator Select an operator (e.g., "has value", "match conditions") that defines how the filter should behave.
• Add conditions Define specific conditions by adding further filters within the nested object (e.g., country filter within Address).
• Conjunction selection Choose the conjunction (AND/OR) to combine multiple conditions as needed.

View a log of additions, removals, or modifications within a segment.

Integrate data loaders to bring external data into the workspace.

Extract and structure a new tab of data within a model.

Designate a unique identifier for data rows within a model.

Utilize SQL queries to construct models from existing database tables or other models.

Import data directly from Google Sheets into a new model.

Import data from CSV files to construct a new model.

Modify the setup of a model to change its data structure or behavior.

Create relationships between different datasets to merge views similar to SQL JOIN logic. Here’s how you can define these relationships

• Specify the relationship type Specify the whether the relationship from the first model to the second is a one-to-one or one-to-many kind of relationship.
• Select the columns to join on Choose the columns from the first and second model that you want to use as matching keys to join the two datasets.

Refresh the model's data and trigger updates in related segments.

Review a model's data output before finalizing its creation or changes.

Monitor workflows that are dependent on the current model.

Define and compute values dynamically from existing data columns in the model.

Add specialized data fields to enhance the model's data structure.

Establish columns that calculate and display aggregated data metrics.