Building a Workflow
Building a Workflow
Section titled “Building a Workflow”Create a workflow from scratch using the visual builder. Pick a trigger, wire up some actions, and let it run.
Before you start
Section titled “Before you start”- Required permission:
workflows:create - Read What Are Workflows first
1. Create a new workflow
Section titled “1. Create a new workflow”Go to Automation > Workflows and click New Workflow. Give it a clear name — something like “Judge Application Notification” or “Post-Submission Confirmation.”
2. Add a trigger
Section titled “2. Add a trigger”The trigger decides what starts your workflow. Drag a trigger node onto the canvas. Options include:
- Form submission — runs when someone submits a specific form
- Manual execution — runs only when you click the run button
Pick one and configure it. For a form submission trigger, you’ll select which form to watch.
3. Add actions
Section titled “3. Add actions”Actions are the work your workflow performs. Drag action nodes onto the canvas and connect them to your trigger. Options include:
- Send email — fire off an email with dynamic content
- Create record — add a new entry to your data
- Update data — change existing records
Connect your trigger to your actions by dragging a line between nodes.
4. Add conditions (optional)
Section titled “4. Add conditions (optional)”Conditions let you branch your workflow. Drop a condition node between your trigger and actions to route things differently based on data. For example: if the applicant selected “Returning Judge,” skip the welcome email and send a different one.
5. Publish your workflow
Section titled “5. Publish your workflow”Click Publish when you’re ready. The workflow is now live and will run whenever the trigger fires.
6. Check execution history
Section titled “6. Check execution history”After your workflow runs, go back to it and open the execution history. You’ll see each run with its status — whether it succeeded, failed, or skipped a branch. Use this to verify everything’s working.
7. Test with a manual trigger
Section titled “7. Test with a manual trigger”Not sure it works? Add a Manual execution trigger (you can have more than one trigger) and click Run to fire it yourself. Check the execution history to see what happened.
Good to know
Section titled “Good to know”- You can edit a published workflow. Changes take effect immediately.
- Execution history keeps a log of every run, so you can troubleshoot failures after the fact.
- Complex workflows can have multiple triggers and multiple action chains. Start simple and add complexity as you need it.
- The canvas supports zoom and pan. Use your scroll wheel to zoom and drag the background to pan.