Creating workflows with the API block

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:

1. From the menu, you can select Configuration> Workflows and select your type of workflow from the list.
2. Click Add (+). The Begin and End blocks are automatically added to the sandbox.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. 
5. Click the Blocks tab, and drag and drop the API block onto the canvas.
6. Click the Edit icon.
7. Enter the name of your integration in the Select Preset search field and choose one of the available presets.
8. Click the right arrow > to select your preset.
9. Populate the required information in the Configure section. You can select the Advanced Mode option to customize the message URL, Body or Response.
10. Connect the blocks.
11. Validate, launch, and save your workflow.