Build a Workflow (For, If, Then)

Workflows follow a clear model: For defines the trigger, If filters data (optional), and Then defines actions. Reliable workflows come from validating each stage before moving to the next.

What to Click and Do Next

1. In the sidebar, click Operations > Workflows.
2. Click Create.
3. Enter workflow Name and optional Description, then click Save.
4. In the editor, click the Input card under For.
5. Choose Event or Data Source, fill required fields, and click Save.
6. Click the Condition card under If (if needed).
7. Enter SQL, click Run Query, review Schema and Result, then click Save.
8. In Then, click an action card or +.
9. Select action type (Webhook, Email, SMS, AMQP, Microsoft Teams, or Integration).
10. Configure destination and payload, test if available, then click Save.

Finish and Verify

1. Confirm the workflow no longer shows Incomplete workflow.
2. Use Test or Run Once for an initial execution.
3. Review activity logs for expected output.

Common Issues

• Run controls remain disabled because one section is unsaved.
• Action succeeds in test but fails at runtime due to destination credential mismatch.