DocumentationWorkflowGetting Started

Getting Started

All workflows need a trigger to start. Once a workflow is triggered, it performs actions based on your setup.

Creating a Trigger

A trigger starts a workflow. The most common types are:

  • Smartform Submit – Triggered when a form is submitted.
  • Webhook – Triggered when an external system sends data.
  • Cron Schedule – Triggered at a specific time or interval.
  • Editor Submit – Triggered when an editor submits a document.

How to Set Up a Trigger:

  1. Open Workflow and click “Create New Workflow.”
  2. Select a trigger type (Smartform, Webhook, Cron, etc.).
  3. Configure the trigger settings.
  4. Click “Save” to finalize your trigger.

Adding Actions

Once a trigger is set, define what happens next by adding actions such as:

  • Sending emails via Microsoft Outlook.
  • Calling REST APIs to fetch or send data.
  • Generating documents or PDFs.
  • Sending messages through Kivra or Digipost.

How to Add an Action:

  1. Click ➕ inside your workflow.
  2. Select an action type (e.g., Send Email, API Call, Upload File).
  3. Configure the action settings.
  4. Save and repeat for additional actions.

Activating & Testing Your Workflow

Before a workflow can run, it must be activated.

How to Activate a Workflow:

  1. Open your workflow from the Workflow List.
  2. Click “Activate” (this will check for errors).
  3. If errors are found, correct them and try again.

How to Test Your Workflow:

  • If your trigger is a Smartform, submit the form.
  • If it’s a Webhook, send data to the webhook URL.
  • If it’s a Cron Schedule, wait for the scheduled time.

Check the **workflow history ** to confirm the execution.

Workflow_history!

Example: Look Up Company Info via REST API

Imagine you have a Smartform where a user enters a company registration number. You can create a workflow that:

  1. Triggers when the field is updated.
  2. Calls a REST API to fetch company details.
  3. Fills in the company name and other data in the Smartform.

workflow_gettingstarted!

Example: looking up company information through a REST API when a special field changes and then filling data back into the Smartform.

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