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Workflow steps

Explore webhook steps and how to configure them.

Steps are the actions that are automatically run as a result of an event that triggers a workflow.

In a workflow, you can setup steps to perform an action in Slack, such as to post a new messages or to perform an action in your tool, such as to update a deal.

You can add one action to each step of a workflow. By adding multiple steps, you can set a workflow to run multiple actions in a sequence.

Adding a new step​

In your workflow, click + Add step button to create a new step.

Tip

You can add as many steps as you want. Multiple actions can run through a workflow

  • if root conditions are satisfied AND
  • if multiple step conditions are satisfied AND
  • if actions added to steps (that has conditions satisfied) are run successfully.

The steps are run in top down order.

Select the step action​

Select an action from your app that will be run once the step conditions are satisfied.

Enter action parameters​

When you select an action, the action's input fields open up. Provide parameters that the action will run with.

Let's take a closer look to how to set dynamic data for action parameters.

Get data from event payload​

Event payload​

An event payload is the information carried in the headers and body of the trigger event. It is a JSON object and is referenced with event.

  • If the workflow type is webhook, event payload is JSON data sent to that particular webhook.
  • If the workflow type is Slack, event payload is the JSON data captured by Actioner as a result of the selected Slack event. Visit this page to see example payloads Actioner captures for different Slack events.
  • If the workflow type is HubSpot, event payload is JSON the data captured by Actioner as a result of the selected HubSpot event. Visit this page to see example payloads Actioner captures for different HubSpot events.

To pass data from an event payload to an action, use action's inputs. In a workflow, you can reference to event data with {{event}} notation. As you type event inside curlies, Actioner autocompletes you with next available fields or properties.

Tip

Reference to data in the body of the event with {{event.body}} and reference to the data in the headers of the event with {{event.headers}}

Get data from your app's store​

App store​

Store is a JSON object that stores and persists the states of data on app level and is referenced with store. Data added to app storage can be re-used by any future executions of actions and workflows in that app.

To retrieve the value of a key from store, use {{store.get('key')}} inside curlies in your action's parameters.

Get data from an earlier action's context​

Context​

Context is a JSON object that stores the states of data at action execution. It is produced when an action is run --either by a workflow or run manually.

If it is run by a workflow automatically, context is built incrementally through each step of the workflow and is destroyed when the workflow runs the last step.

The data of an action's context can be accessed

  • by that action's components
  • by the later steps processed by the same workflow.

Accesing an action's context in a workflow​

To run an action with a parameter produced by an action executed in an earlier step, you can reference to that action's context.

context.get('key') returns the value of the key from the context of the action that is executed in an earlier step.

Use {{context.get('key')}} inside curlies in your action's parameters to retrieve the value of a key.

Tip

You can reference to an action's context, if that action is successfully executed in an earlier step of the same workflow.

For example, if you try to get a value in the first step of a workflow, it would not work since the context has not been created at that point.

Context is created with the successful execution of the first matching action in a workflow. Each executed step can continue to add data to context incrementally. Context is destroyed when the workflow runs the last step.

Deleting a step​

Find the step you want to delete and select Delete from ellipsis … to delete a step. Save your workflow.

Reordering steps​

To change the order of an step in a workflow, click on it and while holding the mouse button down – drag to a new location.

Tip

Workflow steps are run in top down order. Changing their order will impact how the workflow runs.