Beginner5 min
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:
- Triggers when someone submits a form
- Sends a Slack notification with the submission data
Step 1: Create a New Workflow
- From your dashboard, click New Workflow
- Give it a name like "Form Notification"
- 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.
- Click the + button or double-click the canvas
- Select Form Submission from the trigger options
- 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.
- Click the + icon on the right side of your trigger
- Select Slack from the integrations
- Choose Send Message
If you haven't connected Slack yet, you'll be prompted to authorize the connection.
Step 4: Configure the Action
- Select the channel where messages should go
- Write your message template:
New form submission from {{form.name}} Email: {{form.email}} - Use the variable picker to insert form fields
Step 5: Test Your Workflow
Before activating, let's make sure it works:
- Click Test in the top toolbar
- Fill out the test form that appears
- Check that your Slack message arrived
Step 6: Activate
Once testing passes:
- Click the Activate toggle
- 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
Tags
getting-startedworkflowstutorial