Before You Begin: Plan Your Workflow Logic
Before diving into the platform, take a moment to think through what you are trying to achieve. What is the end goal of the Workflow, and what steps need to happen to get there?
A little planning can save a lot of backtracking later. Before you start building, consider mapping out your Workflow logic with a rough sketch or flowchart.
A few questions worth asking include:
- What event will trigger this Workflow?
- What outcome do you want to achieve?
- Are there any decision points or branches along the way?
Once you have a rough structure in mind, you are ready to start building.
Creating a Workflow
As covered in our Workflows overview, Workflows are available with Professional, Advanced, and Enterprise plans. They are not included with the Starter plan.
To create a Workflow:
- Click the three-dot menu in the top-right corner of the platform.
- Select Workflows.
This takes you to the Workflows menu, where all your existing Workflows are listed.
- Click New Workflow in the top-left corner.
- Give your Workflow a name and a short description.
You will also have access to a selection of templates to help you get started.
Professional plan customers have access to a limited set of templates, while Advanced and Enterprise customers have access to the complete template library.
Default Status: Disabled
Every new Workflow is disabled by default. We recommend leaving it disabled while you build and test it.
This prevents notifications, alerts, or other actions from running prematurely while you are still configuring the Workflow.
Every Workflow Starts With a Listener Node
Building a Workflow is a drag-and-drop process.
Click and hold your chosen node in the right-hand column, then drag it onto the canvas. Drop it where you want it to appear to begin building your Workflow.
Every Workflow starts with a Listener node. The Listener acts as the first filter, watching for the specific event and parameters you want the Workflow to respond to.
More information about each available node can be found in the Workflow Nodes guide.
Adding Your Second Node
Once you have added the Listener node, you can hover over it and select Edit to configure its settings. You can also drag another node onto the canvas to continue building.
A simple Workflow may only require an email notification triggered by a particular event.
We recommend placing your second node underneath the Listener node so that the Workflow follows a clear, top-to-bottom structure.
Connecting Your Nodes
Most nodes have a green connection point and a red connection point at the bottom, along with a blue connection point at the top.
- Green: Represents events that meet the criteria configured within the node.
- Red: Represents events that do not meet the configured criteria.
- Blue: Receives the connection from the previous node.
In most cases, you will use the green connection point to continue your Workflow.
To connect two nodes:
- Hover over the green or red connection point you want to use.
- Click and hold the connection point.
- Drag the grey line toward the next node.
- Release it when the line snaps to the blue connection point at the top of the node.
You can connect one node to multiple other nodes. For example, to send both an email and an SMS notification, repeat the process and connect the relevant notification nodes.
Tip: To remove a connection, hover over the grey line until it appears bold, then double-click it. The connection will be removed.
Tips for Building a Workflow
Keep the following recommendations in mind as you build:
- Plan your Workflow in advance. Mapping out the process before you begin can make the building process much easier.
- Start small and keep it simple. A simple Workflow that works correctly is better than a complicated Workflow that is difficult to manage.
- Test your Workflow. Give it a trial run before relying on it in your day-to-day operations to make sure it behaves as expected.
- Remember to enable it. Once you are happy with your Workflow, change its status from disabled to enabled.
If you get stuck or your Workflow is not behaving as expected, contact our Support team. We are happy to help you get it working correctly.
Workflow Not Working?
Contact our Support team for assistance.