> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Workflow task reference ## Docs - [Workflow task overview](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/workflow-tasks.md): An overview of the Workflow task. - [Retrieve: Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-query.md): This reference describes the Retrieve: Query task. - [Retrieve: Query - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-query/task-settings.md): Describes the task settings of the Retrieve: Query task. - [Retrieve: AQuA Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-aqua-query.md): This reference describes the Retrieve: AQuA Query task. - [Retrieve: AQUA Query - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-aqua-query/task-settings.md): Describes the task settings of the Retrieve: AQUA Query task. - [Retrieve: Billing Preview Run](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-billing-preview-run.md): This reference describes the Retrieve: Billing Preview Run task. - [Retrieve: Data Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-data-query.md): This reference explains the Retrieve: Data Query task. - [Retrieve: Export](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-export.md): This reference explains the Retrieve: Export task. - [Retrieve: Export - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-export/task-settings.md): Explains the settings for the Retrieve: Export task. - [Retrieve: Object Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-object-query.md): This reference explains the Retrieve: Object Query task. - [Retrieve: Object Query - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-object-query/task-settings.md): Explains task settings for the Retrieve: Object Query task. - [Logic: If](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-if.md): This reference describes the Logic: If task. - [Logic: Case](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-case.md): This reference describes the Logic: Case task. - [Logic: Iterate](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-iterate.md): This reference describes the Logic: Iterate task. - [Logic: Liquid](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-liquid.md): This reference describes the Logic: Liquid task. - [Logic: Lambda](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-lambda.md): This reference explains the Logic: Lambda task. - [Guidelines about using Lambda tasks in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-lambda/guidelines-about-using-lambda.md): Guidelines and examples for using Lambda tasks in Workflow. - [Upload a Lambda function to Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-lambda/upload-a-lambda-function-to-workflow.md): Learn how to upload a Lambda function to Workflow. - [Logic: CSV Translator](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-csvtranslator.md): This reference describes the Logic: CSV Translator task. - [Logic: XML Transform](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-xml-transform.md): This reference describes the Logic: XML Transform task. - [Logic: JSON Transform](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-json-transform.md): This reference describes the Logic:JSON Transform task. - [Logic: Response Formatter](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-response-formatter.md): This reference describes the Logic: Response Formatter task. - [Example: Configure responsive UI actions in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-response-formatter/configure-responsive-ui-actions-in-workflows.md): Provides sample Response Formatter task codes and use cases for configuring responsive UI actions in Workflow. - [Logic: Merge](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-merge.md): This reference describes the Logic: Merge task. - [Use the Merge task in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-merge/use-the-merge-task-in-workflow.md): Learn how to use the Merge task in a workflow. - [Example: Use the merge task in a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-merge/use-the-merge-task-in-a-workflow.md): This example demonstrates how to use the merge task to enable two sub-branches to run at the same time. - [Script: JavaScript](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/script-javascript.md): This reference describes the Script: JavaScript task. - [CRUD: Create](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/crud-create.md): This reference describes the CRUD: Create task. - [CRUD: Update](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/crud-update.md): This reference describes the CRUD: Update task. - [CRUD: Delete](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/crud-delete.md): This reference describes the CRUD: Delete task. - [Custom Object: Create Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-create-record.md): This reference explains the Custom Object: Create Record task. - [Custom Object: Update Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-update-record.md): This reference explains the Custom Object: Update Record task. - [Custom Object: Delete Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-delete-record.md): This reference describes the Custom Object: Update Record task. - [Custom Object: Query Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-query-record.md): This reference explains the Custom Object: Query Record task. - [File: Attachment](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-attachment.md): This reference explains the File: Attachment task. - [File: Custom Document](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-custom-document.md): This reference explains the File: Custom Document task. - [File: Bulk Data Loader](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-bulk-data-loader.md): This reference explains the File: Bulk Data Loader task. - [File: Bulk Data Loader - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-bulk-data-loader/bulk-data-loader-task-settings.md): This reference describes the settings of the File: Bulk Data Loader task. - [File: Download File](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-download-file.md): This reference explains the File: Download File task. - [File: File Operations](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-file-operations.md): This reference explains the File: File Operations task. - [File: File Operations - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-file-operations/task-settings.md): This reference describes the settings of the File: File Operations task. - [File: Zuora Import](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-zuora-import.md): This reference explains the File: Zuora Import task. - [Reporting: Run Report](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/reporting-run-report1.md): This reference explains the Reporting: Run Report task. - [Configure the Run Report task](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/reporting-run-report1/run-report.md): Learn how to configure the Run Report task and run a report. - [Amendments: New Product](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-new-product.md): This reference describes the Amendments: New Product task. - [Amendments: Remove Product](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-remove-product.md): This reference describes the Amendments: Remove Product task. - [Amendments: Suspend](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-suspend.md): This reference describes the Amendments: Suspend task. - [Amendments: Suspend - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-suspend/task-settings.md): Use this reference to understand the task settings of the Amendments: Suspend task. - [Amendments: Resume](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-resume.md): This reference describes the Amendments: Resume task. - [Amendments: Cancel](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-cancel.md): The cancel task terminates an active subscription, offering options for SOAP or REST APIs, and supports credit memo generation if Invoice Settlement is enabled. - [Amendments: Cancel - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-cancel/task-settings.md): Use this reference to understand the task settings of the Amendments: Cancel task. - [Billing: Bill Run](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-bill-run.md): This reference describes the Billing: Bill Run task. - [Billing: Bill Run - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-bill-run/task-settings.md): Use this reference to understand the task settings of the Billing: Bill Run task. - [Billing: Invoice Generate](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-invoice-generate.md): This reference explains the Billing: Invoice Generate task. - [Billing: Invoice Generate - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-invoice-generate/task-settings.md): Use this reference to understand the task settings of the Billing: Invoice Generate task. - [Billing: WriteOff](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-writeoff.md): This reference describes the Billing: WriteOff task. - [Billing: Reverse Invoice](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-reverse-invoice.md): This reference describes the Billing: Reverse Invoice task. - [Billing: Currency Conversion](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-currency-conversion.md): This reference describes the Billing: Currency Conversion task. - [Billing: Currency Conversion - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-currency-conversion/task-settings.md): Use this reference to understand the task settings of the Billing: Currency Conversion task. - [Billing: Custom Billing Document](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document.md): This reference describes the Billing: Custom Billing Document task. - [Billing: Custom Billing Document - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document/task-settings.md): Use this reference to understand the task settings of the Billing: Custom Billing Document task. - [Data manipulation in HTML templates](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document/data-manipulation-in-html-templates.md): Use this reference to understand the approaches to manipulate data in HTML templates. - [View the output](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document/view-the-output.md): Learn how to view the output of the Billing: Custom Billing Document task. - [Download: Amazon S3](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-amazon-s3.md): Use this reference to understand the Download: Amazon S3 task. - [Download: Amazon S3 - Task Settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-amazon-s3/download-amazon-s3-task-settings.md): Use this reference to understand the required S3 bucket information, path pattern, and post-download options of the Download: Amazon S3 task. - [Download: SFTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-sftp.md): This reference describes the Download: SFTP task. - [Download: SFTP - Task Settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-sftp/download-sftp-task-settings.md): Use this reference to understand the required SFTP server information, file path, and post-processing actions of the Download: SFTP task. - [Algorithms and other available options](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-sftp/algorithms-and-other-options.md): Use this reference to understand the algorithms and other available options of the Download: SFTP task. - [Payment: Payment Run](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/payment-payment-run.md): This reference describes the Payment: Payment Run task. - [Payment: Payment Run - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/payment-payment-run/task-settings.md): Use this reference to understand the task settings of the Payment: Payment Run task. - [Payment: Gateway Reconciliation](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/payment-gateway-reconciliation.md): This reference describes the Payment: Gateway Reconciliation task. - [Usage: Import Usage](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/usage-import-usage1.md): This reference describes the Usage: Import Usage task. - [Notifications: Email](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-email.md): This reference explains the Notification: Email task. - [Use an external SMTP server](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-email/use-external-smtp-server.md): Learn how to use an external SMTP server in . This server can be managed by yourself or an email service provider. - [Notifications: Callout](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-callout.md): This reference explains the Notifications: Callout task. - [Example: Use HMAC authentication in a callout task](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-callout/examples-of-using-hmac-authentication-in-a-callout-task.md): Examples of using HMAC authentication in callout tasks. - [Notification: SMS](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notification-sms.md): This reference explains the Notification: SMS task. - [Execute: Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/execute-workflow.md): This reference describes the Execute: Workflow task. - [Manual: Approval](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/manual-approval.md): This reference describes the Manual: Approval task. - [Manual: Approval - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/manual-approval/task-settings.md): Use this reference to understand the task settings of the Manual: Approval task. - [Time: Delay](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/time-delay.md): This reference describes the Time: Delay task. - [Mediation: Send Events](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/mediation-send-events.md): This reference explains the Mediation: Send Events task. - [Upload: Amazon S3](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-amazon-s3.md): Use this reference to understand the Upload: Amazon S3 task. - [Upload: Amazon S3 - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-amazon-s3/upload-amazon-s3-task-settings.md): Use this reference to understand the task settings of the Upload: Amazon S3 task. - [Upload: FTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-ftp.md): This reference describes the Upload: FTP task. - [Upload: FTP - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-ftp/upload-ftp-task-settings.md): Use this reference to understand the task settings of the Upload: FTP task. - [Upload: SFTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-sftp.md): This reference describes the Upload: SFTP task. - [Upload: SFTP - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-sftp/upload-sftp-task-settings.md): Use this reference to understand the task settings of the Upload: SFTP task.