Workflow Builder

Master Sequensy's visual workflow builder interface.

Overview

The Workflow Builder is Sequensy’s visual interface for creating and editing automation workflows. This guide covers all features of the builder interface.

Interface Layout

The workflow builder consists of several key areas:

Top Toolbar

Canvas Area

The main visual workspace where you build your workflow. Features:

• Drag and drop nodes to reposition
• Zoom with scroll wheel or pinch
• Pan by dragging the background
• Auto-layout organizes nodes automatically

Node Panel

Click the + button to add new nodes:

• Triggers - Events that start workflows
• Actions - Tasks to perform
• Conditions - Logic branching (coming soon)

Properties Panel

Opens when you select a node, showing:

• Node configuration options
• Available fields and settings
• Variable selector
• Help documentation

Working with Nodes

Adding Nodes

1. Click the + button below any node
2. Choose Trigger or Action
3. Select the specific trigger/action
4. Configure the node in the properties panel

Configuring Nodes

1. Click any node to select it
2. The properties panel opens on the right
3. Fill in required fields (marked with *)
4. Use variables where supported
5. Click outside the panel to close

Rearranging Nodes

• Drag nodes to reposition
• Connection lines update automatically
• Use Auto-layout button for neat arrangement

Deleting Nodes

1. Select the node
2. Click the trash icon, or
3. Press Delete key

Triggers

Every workflow starts with exactly one trigger. The trigger determines:

• When the workflow runs
• What data is available to actions

Configuring Triggers

1. Click the trigger node
2. Select the trigger type from the dropdown
3. Configure any filters or conditions
4. Available data shows in the properties panel

Trigger Filters

Many triggers support filters to control when they fire:

Post Published
├── Post Type: post
├── Category: Blog
└── Author: (any)

Actions

Actions execute in sequence after the trigger fires.

Adding Multiple Actions

1. Click + below the last action
2. Add more actions as needed
3. Actions run in order from top to bottom

Action Configuration

Each action has:

• Required fields - Must be filled
• Optional fields - Additional options
• Variable support - Dynamic data insertion

Action Output

Some actions produce output data:

Create Post
└── Outputs: post_id, post_url

Send Email
└── Outputs: success, message_id

Use output in subsequent actions:

{{Action1.post_id}}

Using Variables

Variables insert dynamic data into your workflow.

Variable Syntax

{{Source.field_name}}

Variable Sources

Variable Picker

1. Click the {x} icon in any field
2. Browse available variables
3. Click to insert

Nested Variables

Access nested data with dots:

{{Trigger.billing.email}}
{{Trigger.items[0].name}}

Keyboard Shortcuts

Workflow States

Draft

• Workflow is not running
• Can be edited freely
• Use for testing and development

Active

• Workflow runs when triggered
• Edits are saved immediately
• Disable before major changes

Best Practices

Naming Workflows

Use descriptive names:

Good: "Send welcome email to new customers"
Bad: "Workflow 1"

Organizing Actions

• Keep related actions together
• Use clear action descriptions
• Consider the flow of data

Testing Workflows

1. Create workflow in draft mode
2. Use test data if possible
3. Activate and monitor logs
4. Iterate based on results

Error Handling

• Check activity logs for failures
• Handle missing data gracefully
• Use conditions for edge cases

Troubleshooting

Canvas not loading

• Refresh the page
• Clear browser cache
• Check for JavaScript errors

Changes not saving

• Verify internet connection
• Check for validation errors
• Try saving again

Variables not appearing

• Ensure trigger is configured
• Check variable syntax
• Verify the data exists

Related

• Workflow Variables Guide
• Creating Your First Workflow