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Workflows Quick Start

Welcome to Stacksync Workflows!

Stacksync Workflows allows you to automate processes and tasks with enterprise-level security, scalability and performance.

1. Select "Workflows" under the "Workflow Automation" menu.

Stacksync sidebar with "Workflows" under "Workflow Automation" highlighted, showing a running workflow

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.

Stacksync "Create a workflow" dialog with Workflow Name and Workflow Region (Belgium) fields and Save button

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 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.

Stacksync workflow designer with a POST Trigger and Input node, an arrow pointing to the "Create Action" plus icon

Close-up of the workflow Input node below the POST Trigger, with an arrow pointing to "Create Action". Workflow "Action Configuration" menu listing modules like Airtable (Create, Delete, List, Update, Upsert Record(s)), Attio and HubSpot

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.

4. 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".

Workflow Action Configuration panel for Airtable Create Record(s) with Display Name, Module ID and empty Connection fields

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

Stacksync "Create a Connection" page with the Select App grid of connectors such as Salesforce, HubSpot and NetSuite

Follow the instructions to set up your connection.

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

Workflow action "create records" configured with "My Airtable Connection", a base and the "Jobs" table selected

5. Run and Deploy your workflow!

Stacksync workflow with POST Trigger and Airtable "create records" action, an arrow pointing to the "Run" button
Workflow toolbar with Save, Run, Replay and Deploy buttons and the "v1 (draft)" version selector

6. Monitor your execution logs.

Workflow Execution Logs with a successful run expanded, showing input and create_records output JSON from Airtable

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