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Agentic Workflows Quick Start

Welcome to Stacksync Agentic Workflows!

Agentic Workflows go beyond simple automation, they allow you to build intelligent, multi-step processes that can reason, branch, and act based on real-time data. Combine triggers, actions, logic, and AI to automate complex business operations end-to-end.

1. Select "Agentic Workflows" under "All Resources"

Stacksync All Resources home page with arrows pointing to "Agentic Workflows" in the sidebar and the Workflows tile under "Jump right in".

2. Create a workflow by adding a unique name and choosing the region.

We recommend you choose the region closest to you and / or the server(s) and service(s) the Workflow will be interacting with.

"Create a new Workflow" dialog with Workflow Name, Workflow Resource Id and Workflow Region set to US East (N. Virginia).

Once created you will see the Workflow designer with an empty workflow and a default POST Trigger. This trigger may be used to run your workflow from a terminal or through an API request.

3. Create your Trigger

You will see a menu with all of the currently available Trigger types. By default the POST trigger is already configured

"Choose how to trigger your workflow" screen with popular Webhook/HTTP, Automated schedule and Receive emails triggers plus an app trigger grid.

4. Create your first action.

Click on the ➕ Icon to create a new action and you will see a menu with all of the currently available Action Modules.

Workflow editor with a new module after the POST Trigger and the Action modules menu open, showing Airtable actions like Create Records.

In this example we will be using the "Create Record(s)" module of Airtable. Stacksync allows you to create batches of records with one simple to use action.

5. Configure your action.

After having set a preferred Display Name for your Action, you will need to add a Connection. If you have currently have no connections simply click on "➕ Add New Connection".

Airtable Create Records action panel with Module Name, Connection "Select a connection" and the + button to add a connection, Base and Table.

After clicking on "Add new connection" you'll be redirected to the page to Create a Connection.

"Create a new connection" Select app step showing a grid of connectors such as Salesforce, HubSpot, NetSuite, Postgres and Snowflake.

Follow the instructions for your selected Application. Once you have finished adding your connection, go back to your Workflow's page.

Demo Workflow with a configured Airtable Create Records action: Airtable Connection, Test Base, Table 1 and record fields like Name and Status.

6. Run and Deploy your workflow!

Click "Run" to trigger the workflow manually using the POST trigger. A green execution status confirms the workflow completed successfully.

Workflow editor with an arrow pointing to the Run button above a workflow ending in a green Airtable Create Records node.

7. Monitor your execution logs.

Workflow Execution Logs panel below the canvas, listing manual runs with a successful run's Create Records output shown on the right.
Successful execution detail showing the Create Records output JSON with createdTime, fields such as Name "New Name" and Status "Todo", and record id.

Triggers

Next Page

On this page

1. Select "Agentic Workflows" under "All Resources"2. Create a workflow by adding a unique name and choosing the region.3. Create your Trigger4. Create your first action.5. Configure your action.6. Run and Deploy your workflow!7. Monitor your execution logs.