How to create and edit a workflow with the Workflow Editor

I. Introduction

II. Create a workflow from scratch

1. Choose your first app

2. Choose your first automation

3. Launch your workflow

4. Choose your next app

5. Configure an input mapping value

III. Edit templates

I. Introduction

The Workflow Editor is a feature which allows you to build your own workflows by putting together multiple automations available on

the platform.

II. Create a workflow from scratch

Creating a new workflow is the same principle as using templates on the Store: choose a first step according to your input and a last step

according to the output you wish to have.

All the magic takes place in the "My workflows" section or directly in the "Store" section: you'll be able to edit a workflow from scratch.

For each created workflow you'll be able to create multiple configurations with different inputs.

To begin creating a workflow configuration from scratch, go to "My workflows" or in the "Store".

Then, at the top-right corner, click on "New Workflow" in the "Activity" section:

or on the " Store":

Choose a folder and a name for your workflow.

Next, click on "Create Workflow":

A new window appears. It's a space where you're going to edit your workflow and the different steps that compose it:
Select an app and an automation according to the data you have as an input.

Finish your workflow with the app and automation that will help you get the output you wish:

Choose your first app

Start building by selecting an application that will trigger your workflow.

You can look for an app by typing its name in the search bar or select its logo.

It will display the list of automations related to the application you chose:

Note that if you're looking for specific home-made automations such as the Email Finder or the Email Cascade, you should select Captain Data.

Choose your first automation

Choose a specific automated task.

The search bar allows you to look for automations related to the application you chose.

It's very simple to handle: all our automations are constructed the same way: it starts with an action, followed by the name of the app and finishes with the object you are looking for.

That being said, when looking for an automation in your step, you should apply these instructions.

Example:

Search: the action I want to perform on the app

LinkedIn: the app I want to automate

People: the object I want to operate

The following automations are listed when we start typing the action and the object we are looking for such as "Search" and "People":

Take a look at our glossary to see the list of actions and objects we use when constructing our automations.

For each automation listed you can view the required input and the possible outputs by clicking on the associated labels:

The list is displayed in a JSON format:

When done selecting your first application, click on continue and on the "+" button to add a new step.

Launch your workflow

You're done creating your workflow? You can launch it by creating a new configuration.

Go at the top of the page and click on "New Configuration".

The configuration space of your workflow will appear:

It's the same logic for templates on our Store: pick a name for your configuration, select your accounts, import or enter your inputs and define the launch settings.

Choose your next app and next automation

For this next step, you need to think about the data you want to automate next.

For example, during the first step we wanted to automate lead generation so we chose "Search LinkedIn People" as our first automation.

It allowed us to lookup for specific people on LinkedIn.

What we want to do in this second step is to extract the profiles of the people we looked for in our first step.

This is what our next step search will look like: We're choosing the first automation: Extract LinkedIn People Profile

Configure an input mapping value

Starting from a second step, you can easily retrieve the outputs from your last step and use it as your next step input. It's called mapping values.

Mapping values will help you "glue" two automations between each other.

By clicking on the "+" button, the mapping will display all the output values of your precedent step:
You just need to select the output you want to map with your next step: note that we're recommending a mapping value to use.

Example: If my last step was "Search LinkedIn People" and my current step is "Extract LinkedIn People Profile", I would get the following mapping values proposed in my current step:

I choose to map the two steps together with the recommended linkedin_profile_url value, meaning my current step "Extract LinkedIn People Profile" will use this value coming from the last step "Search LinkedIn People"

as the input:

Define your aggregation view

If you're working with more than 3 steps, you can start aggregating data:

Aggregation views are your best friend when you need to combine and reconcile data.

Follow our documentation to understand how to create an aggregation view.

III. Edit templates

We have many templates on our Store. There has to be one that fits your use case... or almost!

You can always use a template and customize it by adding new automated steps.

Just select the template you want to custom on the Store as usual. This one for example:

Click on "Try it"

Then, create a New Configuration and click on "Edit Workflow" at the top of the page:

A new page will display. Click on "Dissociate" to start editing this template:

Follow the previous steps to custom your workflow.