To reduce your workload and automate complex and repetitive tasks, you can create asset or user workflows with the API block. To create a user workflow, complete the following steps:
- From the menu, you can select Assets > Workflow to create an asset workflow, or People > Workflow to create a user workflow.
- Click Add (+). The Begin and End blocks are automatically added to the sandbox.
- Enter the name and a description of the workflow.
- Edit the Begin block by adding the rules that will trigger the workflow.
- Click the Blocks tab, and drag and drop the API block onto the canvas.
- Click the Edit icon.
- Enter the name of your integration in the Select Preset search field and choose one of the available presets.
- Click the right arrow > to select your preset.
- Populate the required information in the Configure section.
- Connect the blocks.
- Validate, launch, and save your workflow.
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