Creating a new blank workflow

Do the following to create a workflow from scratch:

  1. From the Cloud Dashboard, click iWorkflow.
  2. Click + New workflow... and choose Blank Workflow.
  3. Select a trigger.For more information on the different triggers, see Triggers.
  4. Select one or multiple actions. For more information on the different actions, see Actions.
  5. Triggers and actions may need to have fields filled out. This will be denoted by a red dot next to their icon.
  6. A yellow dot next to an icon and/or Unsaved Changes near the banner means that there are changes that need to be saved.
  7. Optionally, rename the workflow from My Workflow.
  8. Once you have filled out all required fields in the workflow, click Save.