How to create workflow?

Here’s a step-by-step guide on how to create a new workflow, add trigger and action steps, and finally, set the workflow Live to start accepting data and execute it.

---

1. Go to FlowMattic — Dashboard

When you’re logged-in to your WordPress site, go to FlowMattic -> Dashboard admin page. You’ll be presented with a admin page with navigation to various admin pages, welcome message, your recent workflows, your stats etc.

2. Click on Create Workflow Button in Start From Scratch section

To create a new workflow, you need to click on the Create Workflow button on the in the Start From Scratch section in your FlowMattic dashboard. It will create a new workflow, and redirect you to the Visual Workflow Editor to edit your workflow.

3. Choose your trigger application

The Trigger Step is the starting point of your workflow, providing the necessary data or executing tasks at a scheduled time. By default, the Webhook app is preselected, but you can customize it to suit your needs. To choose a different application, click on the Trigger Step, then click the Change button to select your preferred app for seamless workflow integration.

4. Choose your preferred application from the list

Once you click on the Change button, you’ll be presented with a list of applications displayed with their icons and titles. Select the application you want to use to pull data for the workflow.Eg. Contact Form 7.

5. Select the application event that will trigger the workflow

Once you choose your trigger application for the workflow, you’ll see the list of events as next step. Choose your trigger event ( An action performed by the selected application that will pass data to your workflow. ) to proceed further.

6. Additional Configuration Options

Depending on the chosen application and trigger event, the corresponding configuration options will be displayed under the Configure tab, allowing for further customization and setup.

In case there’s no configuration required, the configure tag might shows as blank. Just click on the Test tab link and you should be able to proceed to the next tab.

7. Capture Response

Once you are done with setting up the required configuration for the trigger, head over to the last tab called “Test”, where you need to capture response, which will be used to map with different data points in further action steps in the workflow. Click the capture response button, and submit a new form from Contact Form 7 form. ( Contact Form 7 is used to demonstrate purpose only. You will need to send the data from your selected app to the trigger depend on the configuration. )

Once you submit the response, it will be added to the responses list and you can choose which response you want to use within the workflow for mapping. To change the response, just click the response to view, then click the button “Use selected response” to use the selected response for mapping. Max. 5 last saved responses will be displayed in the Responses.

# Adding Action Steps

To add action steps to the workflow, just click the + button at the bottom of the trigger step. Clicking this button will add a new step to the workflow and opens up the Action App selection popup.

Once the popup opens, search for the required app for this step and click on the app name to select it. Once you select the app, the step settings popup will open, where you need to set the configuration required for this app to work in the workflow step.

Understanding the Settings Popup Tabs in FlowMattic

The Settings Popup is a key interface in FlowMattic that allows you to configure and manage actions, conditions, and tests within your workflows. Here’s a breakdown of the tabs and their features to help you get the most out of them.

1. Setup Tab

• Purpose: Configure the app and action/event for the selected step in your workflow.
• Features:
  • App Selection: Choose the app (e.g., API by FlowMattic) you want to interact with.
  • Action Event: Define the specific action to perform, such as GET, POST, or another API request.
• Use Case: For example, selecting the GET method allows you to fetch data from an external API.

2. Configure Tab

• Purpose: Customize the specific parameters and fields required for the chosen action.
• Features:
  • Set input fields for dynamic values or hardcoded data.
  • Map data from previous steps to be used in this action.
• Use Case: Configure the URL and headers for an API request or specify fields for creating a new record in a database.

3. Conditions Tab

• Purpose: Define conditions that determine whether the action will execute.
• Features:
  • Add conditional logic, such as “Execute this step only if certain conditions are met.”
  • Skip execution or ignore errors to control workflow behavior dynamically.
• Use Case: For example, only execute an API call if the value in a previous step matches a certain condition.

4. Test Tab

• Purpose: Test the action to ensure it’s configured correctly before running the full workflow.
• Features:
  • Send test requests or trigger a test action to verify the setup.
  • View response data to confirm the action works as expected.
• Use Case: Test an API request to ensure the correct data is fetched or sent before enabling the workflow.

How These Tabs Work Together

When setting up a workflow step:

1. Start in the Setup Tab to select the app and action.
2. Move to the Configure Tab to specify the necessary inputs and parameters.
3. Use the Conditions Tab to define when and how the action should run.
4. Test the action in the Test Tab to ensure it’s functioning as intended.

These tabs provide a structured way to build robust, flexible, and error-free workflows in FlowMattic.

Once you are done with setting up the actions steps, repeat these steps to add new actions to the workflow.

After adding all the necessary steps and testing them, click on the Toggle button near admin menu to publish the workflow in Live mode. After publishing the workflow, it will get executed after the trigger step is triggered with new data ( like form submission in Contact Form 7 ) and continue through the different action steps in your workflow.