Testing a Workflow

Learn how to verify that your trigger is pulling the right data and your action is configured correctly before your workflow goes live.

Before you begin

Before you start, make sure you have:

A workflow open in the builder with the trigger fully configured through the Settings tab
At least one existing record in your trigger app (so there's real data to pull during the test)

Why testing matters

Testing does two things. First, it confirms that Conduitly can connect to your trigger app and retrieve real data. Second, it makes that data available in the Choose Data picker when you map fields in your action step. Without a successful test connection, the orange sample values won't appear in subsequent action steps and you'll be mapping blind.

Running the test takes less than a minute and prevents the most common setup mistakes before your workflow is live.

Part 1: Test the trigger

1. Open the Test tab on your trigger

In the workflow builder, click the trigger node. The configuration panel opens on the right. Click the Test tab.

2. Run the test

Make sure the toggle at the top is set to Live. This pulls real data from your connected app rather than sample data.

Click the green Test API button. Conduitly will connect to your trigger app and retrieve recent records.

3. Review the results

If the test succeeds, the API Preview area populates with example records from your trigger app. Each record displays as a list of field names (in bold) and their values. A green badge in the top right shows the total number of records retrieved (e.g. "Total: 82").

Scan the results and confirm:

The fields you expected to see are present
The values look correct for your use case

These are the fields that will be available to map in your action step. The values shown here will appear as orange sample values in the Choose Data picker.

Note: If the test returns no records, check that your trigger app has at least one existing record that matches the trigger event. For example, if your trigger is "New Employee Created," there needs to be at least one employee record in the system.

4. Click Continue

Once you're satisfied with the results, click Continue → to move forward. Your trigger configuration is complete.

Part 2: Test the action

After your trigger test is complete and you've finished mapping your action fields, you need to test the action step to confirm it connects and writes data correctly to your destination app.

1. Open the Test tab on your action

Click the action node on the canvas. In the configuration panel, click the Test tab.

2. Run the test

Click the green Test API button. Conduitly will attempt to run the action using the sample data from your trigger test.

3. Confirm the result

If the action succeeds, check your destination app to verify that a record was created or updated as expected. This is the most reliable way to confirm your mapping is correct. Look at the actual output in the destination app, not just the success message in Conduitly.

If the test fails, an error message will appear in the panel. See My workflow isn't running — what do I check? for help diagnosing common errors.

4. Click Complete

Once the action test passes, click Complete ✓. This closes the action configuration and returns you to the canvas. Your workflow is now ready to publish.

What to expect next

With both trigger and action tested, your workflow is fully configured. The next step is publishing it so it runs automatically. See Publishing and activating a workflow for the final step.

Publishing and activating a workflow
Mapping fields between systems
My workflow isn't running. What do I check?
Connect an app to your workflow