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Getting Started with Workflows

Workflows in Stack allow you to automate repetitive tasks and create sophisticated business processes. This section provides foundational knowledge to help you start building effective automations.

Core Workflow Concepts​

  • Workflow: An automated sequence of actions that executes when triggered by specific events
  • Trigger: The event that initiates a workflow (e.g., form submission, contact creation)
  • Action: The tasks that are performed when a workflow runs (e.g., sending emails, updating records)
  • Condition: Logic that determines which path a workflow should take based on specific criteria
  • Workflow Status: Whether a workflow is active, inactive, or in draft state

Basic Workflow Components​

  • Authentication: Ensuring your workflows can access necessary systems and data
  • Error Handling: Managing what happens when parts of a workflow encounter problems
  • Testing: Verifying your workflow functions as expected before activation
  • Monitoring: Tracking the performance and success of active workflows
  • Optimization: Refining workflows for better performance and results

Getting Started Steps​

  1. Plan Your Workflow: Define the trigger event and desired outcomes
  2. Create a New Workflow: Access the workflow builder and select your trigger
  3. Add Actions: Configure the steps your workflow will perform
  4. Add Conditional Logic: Create branches for different scenarios (if needed)
  5. Test Your Workflow: Verify all components work as expected
  6. Activate and Monitor: Turn on your workflow and track its performance

This section provides the essential information you need to build your first workflows, with detailed guides on specific functionality available in other sections of the documentation.