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Workflow Basics

Workflows are an automated representation of business processes and data integration between systems. Workflows come with the ability to extract PDFs, convert data, access file storage, etc.

Entities are the building blocks used to build your workflow. There are three types of entities seen when building a workflow:

  • Triggers
  • Actions
  • Fragments

Designing and Configuring a Simple Workflow​

Designing a workflow is as simple as Clicking-and-Dropping entities. All entities are located on the left side of the Workflow Design Space. Every workflow must start with a trigger and are followed by actions. Once a workflow is designed, you can save your changes by clicking on the three dots on the top right corner and clicking ‘save’. This is seen in the image below.

Workflow Design Space

  1. Click on Create Workflow +

Create basic workflow step 1

  1. Enter a name and description for your workflow
  2. Click Create

Create basic workflow step 3

  1. Click on the arrow to enter the workflow design space

Create basic workflow step 4

  1. Add a Trigger to begin your workflow

Create basic workflow step 5

  1. Add an Action to continue your workflow [Note: Some Actions require a Fragment]

Create basic workflow step 6

  1. Add additional Actions to your workflow [Note: Some Actions require a Fragment]

Create basic workflow step 7

  1. Click on the three dots on the top right corner
  2. Click Save flow

Create basic workflow step 9

  1. Click on the three dots on the top right corner
  2. Click Activate flow to start you automated process

Create basic workflow step 11

For more information on how to configure and manage Entities, click on the Entity Basic Page.