Back to Knowledge Base
How to Create a Workflow
How to create a Workflow
Section titled “How to create a Workflow”- Go to Menu → Workflows
- Click + New Workflow
- Give the Workflow a Name and optionally a Description
- Click Create
You are now in the Workflow editor.
Step 1: Add a trigger
Section titled “Step 1: Add a trigger”Every Workflow starts with a trigger. Click the + Trigger area and select the trigger type:
- Job Event — fires when a job is created, updated, or changes status
- Device Metric — fires when a device sends a matching metric (MQTT)
- Schedule — fires on a cron schedule
- Webhook — fires when an external system calls your webhook URL. See How to Use Incoming Webhooks.
- Edge App Event — fires when an Edge App running on a Controller publishes an event. See What are Edge Apps?.
- Script — fired programmatically from a Script (e.g. another workflow or tenant Script)
- Manual — fired by a user clicking a button in the platform
Step 2: Add nodes
Section titled “Step 2: Add nodes”Click + below any existing node to add the next step. See the full Node Types Reference.
For each node:
- Give it a clear Name
- Configure the node-specific settings
- Connect it to the next node
Step 3: Test and activate
Section titled “Step 3: Test and activate”- Click Test — runs the Workflow with a sample payload
- Check the execution output in the Executions tab. See How to Monitor Workflow Executions.
- Fix any errors
- When ready, click Activate
Need a human approval step?
Section titled “Need a human approval step?”See Human-in-the-Loop Workflows to pause a Workflow until a person completes a Task.