Creating Workflows

Learn how to create and configure workflow in Connect Machine.

Workflow Basics

A workflow consists of:

• Trigger: The event that starts the workflow
• Actions: What happens in response
• Conditions: Optional rules for controlling flow
• Error Handlers: How to handle failures

Creating a New Workflow

1. Navigate to the Workflows dashboard
2. Click "New Workflow"
3. Enter a workflow name and description
4. Click "Create"

Configuring Triggers

Each workflow starts with a trigger event.

Available Trigger Types

• Webhook: Triggered by HTTP POST to a unique URL
• Schedule: Triggered at specific times (cron-based)
• Event: Triggered when something happens in a connected service
• Manual: Triggered manually by a user

Setting Up a Trigger

1. Click "Add Trigger"
2. Select trigger type
3. Configure trigger-specific settings
4. Save and test

Adding Actions

Actions define what your workflow does.

Action Types

• Send: Send data to another service
• Transform: Modify or transform data
• Conditional: Execute based on conditions
• Loop: Repeat an action multiple times
• Webhook: Call an external HTTP endpoint

Mapping Data

When adding actions, you can map data from your trigger:

Trigger: New Email
  - from: [email protected]
  - subject: Invoice #123
  - body: See attached invoice

Action: Create Record
  - name: from
  - description: subject
  - amount: extract from body

Testing Workflows

Always test before deploying:

1. Click "Test Workflow"
2. Provide test data
3. Review execution logs
4. Check output in the target system

Deploying Workflows

Once tested:

1. Click "Deploy"
2. Workflow is now active
3. Monitor the logs tab

Best Practices

• Use descriptive names
• Add descriptions for team members
• Test with real data
• Set up error notifications
• Review logs regularly
• Version control your workflows