The workflow editor

Open a workflow from Workflows to get the visual editor: a canvas of steps joined by arrows. The header holds the workflow’s name and its actions; the canvas holds the steps.

The header

Control	What it does
← Workflows	Back to the list.
The title	Click to rename. Saves when you click away.
Run	Runs the whole workflow now, even as a draft. See Run and debug.
Stop this run	Shown while a run is in flight.
Publish / ● Published	Publishes a new version. Disabled, with the reason on hover, until the workflow is valid.
Execution history (clock)	Past runs of this workflow. Disabled until it has run once.
Edit raw JSON definition	Opens the whole definition as JSON.
Workflow settings (gear)	Auto-save, canvas-view saving and declared inputs. See Workflows.

The canvas has zoom, fit-to-view and Auto-layout, which re-flows the graph into columns, plus a minimap.

Add a step

How you know it worked: the step appears on the canvas, already wired after the previous step, and its card shows the app, the action and the step id.

If you dropped the drag on empty canvas, the new step is connected to the step you dragged from. With + Step, a new step attaches to the end of the chain.

Connect steps

• Drag from one step’s output handle to another’s input handle.
• To send a step’s failure somewhere other than the main path, drag from the red port at the bottom of the step. The arrow is labelled on error.
• To switch an existing arrow between paths, click it and use Run on: Success or Error. An error arrow overrides that step’s On error setting.
• Select an arrow and press Backspace or Delete to remove it.

Edit a step

Double-click a step, or select it and click Edit. The Edit step dialog has three tabs:

• Setup: the App, the Connection (with + New connection) and the Action. Changing the app clears the action, its parameters and the connection.
• Configure: the parameters. Switch the view between Form, JSON (the whole step, read-only), Params JSON (the parameters, editable) and Node settings. Less common parameters are folded under Additional parameters (N). Click ƒx on a field to use an expression (see Expressions).
• Test: run this one step. See Run and debug.

Rename a step with the pencil next to its id. Step ids are how later steps refer to its output, as in steps.<id>.output. A step id can’t contain a dot (.), since the dot separates the parts of that reference, so the editor refuses a rename that has one.

Node settings controls what happens when the step fails:

• Retry on failure: re-runs the step up to Attempts times (default 3), waiting Delay (ms) (default 1000), with Fixed or Exponential backoff.
• On error: Stop the run (default), Continue to the next step, or Continue to the next step & record the error. Retries run first.
• Notes: a short description shown under the step on the canvas. It isn’t executed.

Selecting a step also shows a toolbar: Test-run this step, Edit, Duplicate (the copy’s id ends in _copy) and Delete.

Built-in steps

Step	What it does
If	Branches on Condition: a boolean, or an expression such as a step’s output.
For each	Runs the following steps once per item in Items.
Parallel	Runs the following branches at the same time.
Wait	Pauses for Duration, a duration such as 30s, 1h30m30s, or 3d30s (units: weeks, days, hours, minutes, seconds; either case). Toggle between shorthand and a value/unit input, or choose a timestamp. Existing ISO-8601 durations also work.
Aggregate	Gathers several incoming results into an Array or an Object (up to 10 inputs).
Run script	Runs JavaScript or Python. The script is a function body; return its output. Python has no network access.
Render template	Renders a Handlebars Template with the Values you pass.
HTTP request	Calls a URL with a Method, Headers, Query params and Body.
Respond to Webhook	Sets the reply a webhook caller gets. See Triggers.
Call workflow	Runs another workflow or Function by id, optionally waiting for it.
Get document	Reads a document by Key. See Documents.
Data	Declares typed variables for later steps.

Save

With auto-save on (the default), the editor saves about a second after you stop editing, and when you leave the page. Save in the footer, or Cmd/Ctrl+S, saves straight away.

How you know it worked: the footer shows Saved., and Save is greyed out until you change something.

If someone else saved the same workflow after you opened it, your save is refused and This workflow changed on the server appears. Reload from server replaces your canvas with their version; Keep editing keeps yours, but every save is refused until you reload, so copy out anything you need first.

Troubleshooting

Symptom	Cause	What to do
Fix the JSON to render the visual editor.	The raw JSON definition is invalid.	Open Edit raw JSON definition and fix it.
No apps registered yet. Register one from the Apps page first.	No apps are available to you.	See Apps.
This app needs a connection before its actions can run.	No integration exists for this app.	Click Create connection.
the id “…” is already taken by another edge.	Two step ids combine into an arrow id that clashes.	Rename one of the steps it connects.
A step id can't contain a dot (.).	You typed a dot in a step id.	Rename the step without a dot.
Invalid JSON: … when saving	The raw definition has a syntax error.	Fix the JSON, or reload the page.
The canvas is read-only and + Step is gone	A run is in flight.	Wait for it to finish or click Stop this run.

Where to next

• Triggers: choose how the workflow starts.
• Expressions: pass data between steps.
• Run and debug: test steps and read the run log.