# Workflows Quick Start

Welcome to Stacksync Workflows!

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

{% embed url="<https://www.youtube.com/watch?v=CoqVSClHhqg>" %}

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

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FZR0V0AT3YPJ2gpmbiUS3%2Fimage.png?alt=media&#x26;token=502b67c6-232d-46ca-9591-22f57d963e04" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FnmtxvI8gNto1FExxTJgc%2Fimage.png?alt=media&#x26;token=94073c8f-9b7d-4cc5-bc4d-e1349d0e3793" alt="" width="375"><figcaption></figcaption></figure>

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 :heavy\_plus\_sign: Icon to create a new action and you will see a menu with all of the currently available Action Modules.

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FqEMYXnJaSdpU7d9oLDZP%2Fimage.png?alt=media&#x26;token=605eee7c-a1de-4a32-8604-c470d4d35dae" alt=""><figcaption></figcaption></figure>

&#x20;![](https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FI1LBNeE6zkMEsRGsbp1G%2Fimage.png?alt=media\&token=44183c72-0f5a-4376-95e1-d69ea09524b0).     ![](https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FIZoafxACYN0WT7mbmZTX%2Fimage.png?alt=media\&token=f81fee66-e288-4141-b83d-45d8c9c72657)

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 ":heavy\_plus\_sign: Add New Connection".

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FJYPicTwVAsS49Z3BjEO4%2Fimage.png?alt=media&#x26;token=6128f4df-3e2f-47f1-b95c-50e954893385" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FYoLWks8Yqg9MvvC47B7x%2Fimage.png?alt=media&#x26;token=1ca86e5a-c8fd-461e-8687-c2b9688aee8e" alt="" width="563"><figcaption><p>Follow the instructions to set up your connection.</p></figcaption></figure>

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

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FBc4UxAC956CO06OY65oi%2Fimage.png?alt=media&#x26;token=28590ff7-4cd2-4e07-9c71-d17c06a4d9e2" alt=""><figcaption></figcaption></figure>

#### 5. Run and Deploy your workflow!

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FUPi45Pijijc6JtnFHA6F%2Fimage.png?alt=media&#x26;token=6d05406b-2571-46e8-87ea-f1776e8ee36d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2FXNi8D0kPbvqzIxFpz37D%2Fimage.png?alt=media&#x26;token=f6466393-ad47-42d3-9131-3c226bda782d" alt=""><figcaption></figcaption></figure>

#### 6. Monitor your execution logs.

<figure><img src="https://3389950191-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO4RFXIz4V8iqghJ3JVSs%2Fuploads%2F7cmCRtnwgXCxveHmMBqs%2Fimage.png?alt=media&#x26;token=b902010c-5425-474e-8914-96c5bf3481ac" alt=""><figcaption></figcaption></figure>


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```
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