Creating Workflows
Learn how to build, configure, and activate your first workflow step by step.
Building Your First Workflow
- 1Go to Workflows
From your dashboard, click "Workflows" in the left sidebar to open the workflows page.
- 2Create a new workflow
Click the "New Workflow" button in the top right corner. This creates a blank workflow in draft mode.
- 3Add a trigger
Click "Add Node" in the top left of the canvas and select "Form Submission" under Triggers. Click on the trigger node to select which form should start this workflow.
- 4Add action nodes
Click "Add Node" again to add more nodes. Choose from destinations (Slack, HubSpot, etc.), AI agents, enrichment (Clay), or logic nodes (Filter, Router).
- 5Connect the nodes
Hover over a node to see connection handles. Click and drag from the output handle (bottom) to the input handle (top) of another node to connect them.
- 6Configure each node
Click on any node to open its configuration panel on the right. Set up the required options like selecting a Slack channel or mapping form fields to CRM properties.
- 7Activate your workflow
When your workflow is ready, click "Activate" in the toolbar. Your workflow will now run automatically when the connected form receives submissions!
Workflow Statuses
Workflows have three possible statuses that control whether they run automatically.
Draft
The workflow is being built and hasn't been activated yet. Form submissions will not trigger it. This is the default state when you create a new workflow.
Active
The workflow is live and running. Every time the connected form receives a submission, the workflow will automatically execute all configured actions.
Paused
The workflow is temporarily stopped. Submissions are queued and can be processed when you resume. A workflow may be paused manually, or automatically if an integration disconnects or hits an error.
Connecting Nodes
Nodes are connected by drawing edges between them. The order of connections determines the flow of data.
How to connect nodes
- 1Hover over a node to see its connection handles (small circles on the edges)
- 2Click and drag from an output handle (usually on the bottom or right)
- 3Drop the connection onto an input handle (usually on the top or left) of another node
- 4The connection will be shown as an animated purple line with an arrow
Tip: Delete connections
To delete a connection, hover over the line and click the × button that appears. You can also select a node and press Delete to remove it along with all its connections.
Activating & Publishing Changes
Workflows use a draft/publish model to let you make changes safely without affecting the live version.
How it works
- 1Draft state — New workflows start as drafts. You can build and test without affecting anything.
- 2First activation — Click "Activate" to make the workflow live. Your current design becomes the "published" version.
- 3Making changes — After activation, any edits create "unpublished changes". The live workflow keeps running the published version.
- 4Publishing changes — Click "Publish Changes" to update the live workflow with your edits.
- 5Discarding changes — Click "Discard Changes" to throw away unpublished edits and revert to the published version.
Workflow Settings
Click the gear icon in the workflow toolbar to access settings.
Name
Give your workflow a descriptive name so you can easily identify it in the list.
Description
Add an optional description to document what the workflow does and any important notes.
Activation Requirements
Before you can activate a workflow, it must meet these requirements:
- Has a trigger node with a form selected
- Has at least one action node (destination, AI agent, or enrichment)
- All nodes are properly connected
- Required integrations are connected (shown with a warning if not)
- Required configuration is complete for each node
If any requirements are missing, you'll see validation errors in the toolbar when you try to activate.
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