Create Your First Workflow

This guide walks you through creating a simple workflow that sends a notification when a form is submitted.

What You'll Build

A workflow that:

1. Triggers when someone submits a form
2. Sends a Slack notification with the submission data

Step 1: Create a New Workflow

1. From your dashboard, click New Workflow
2. Give it a name like "Form Notification"
3. Click Create

You'll be taken to the visual canvas where you build your workflow.

Step 2: Add a Trigger

Every workflow starts with a trigger - the event that kicks things off.

1. Click the + button or double-click the canvas
2. Select Form Submission from the trigger options
3. Choose an existing form or create a new one

The trigger node appears on your canvas. This is where your workflow begins.

Step 3: Add an Action

Now let's add what happens when the form is submitted.

1. Click the + icon on the right side of your trigger
2. Select Slack from the integrations
3. Choose Send Message

If you haven't connected Slack yet, you'll be prompted to authorize the connection.

Step 4: Configure the Action

1. Select the channel where messages should go
2. Write your message template:

   New form submission from {{form.name}}
   Email: {{form.email}}
   

3. Use the variable picker to insert form fields

Step 5: Test Your Workflow

Before activating, let's make sure it works:

1. Click Test in the top toolbar
2. Fill out the test form that appears
3. Check that your Slack message arrived

Step 6: Activate

Once testing passes:

1. Click the Activate toggle
2. Your workflow is now live

What's Next?

• Understanding the Canvas - Learn canvas navigation
• Node Types Explained - Explore all available nodes
• Using Variables - Pass data between nodes