Build Your First Workflow

Learn how to connect two apps and publish your first automated workflow in under 15 minutes.

Before you begin

Before you start, make sure you have:

• An active Conduitly account (any plan)
• Credentials for the apps you want to connect
• At least one record already created in your trigger app. Conduitly will use this to test the connection.

Steps

1. Go to the Home page

After logging in, you'll land on the Home page. If you've never created a workflow before, you'll see the prompt "Create your first Workflow" in the center of the screen.

2. Choose how you want to build

You have two options:

• Chat with AI — describe your workflow in plain language and let Conduitly generate a starting point for you
• Manual Workflow — build your workflow step by step from a blank canvas

Both paths lead to the same workflow builder. If you're not sure which to use, Chat with AI is a good starting point — you can adjust everything it suggests before publishing.

3a. If you chose Chat with AI, describe your workflow

Type a plain-language description of what you want to automate into the prompt field. For example: "When a new employee is added in EmCentrix, add a row in Google Sheets."

Click the send icon. Conduitly will generate a workflow outline showing the suggested title, trigger app, and action app.

Review the outline. If it looks right, click Try it to open the workflow builder with the suggestion pre-loaded.

In the Workflow Assistant panel on the left, click Apply to populate the workflow title and canvas with the suggested apps and steps.

Then continue to Step 4.

3b. If you chose Manual Workflow, open the builder

Clicking Manual Workflow opens the Visual Designer with an empty canvas. You'll see two placeholder nodes: 1. Trigger and 2. Action. Neither has an app assigned yet, you'll configure each one in the steps that follow.

Click the 1. Trigger node to open the Trigger panel on the right. In the Setup tab, click the Integration App field and search for the app you want to use as your trigger. Select it, then choose the trigger event from the Event dropdown.

Note: If you need to change the app you selected, click the Change button next to the Integration App field at any point during setup.

Continue to Step 4 to finish configuring the trigger.

4. Configure your trigger

The trigger is the event that starts your workflow. For example, a new employee record created in your HR system.

Click the 1. Trigger node on the canvas. The Trigger panel will open on the right side of the screen.

Work through each tab from left to right:

Setup tab

• If no app is selected yet, click the Integration App field and search for the app you want to use as your trigger.
• Select the event you want to trigger the workflow from the Event dropdown. Helper text reads: "Choose the event from the above dropdown."
• Click Continue →.

Schedule tab

This controls how frequently Conduitly checks for new data. The default setting, Minimum Interval, runs the workflow at the fastest interval your plan allows (shown in the yellow banner).

For most workflows, leave this set to Minimum Interval.

Note: This tab uses a Save → button instead of Continue →. Make sure you click Save → before moving to the next tab or your schedule setting won't be applied.

Account tab

This is where you connect your account for the trigger app.

Click Connect. The Choose Account panel will open.

• If you've connected this app before, find your account in the list and click Use.
• If this is your first time, click + Connect a new account. Conduitly will prompt you to authenticate — the exact method depends on the app. For OAuth-based apps (like Google Sheets), a browser popup will open asking you to sign in and grant access. For API key-based apps, you'll see a field to enter your key directly.

Once connected, your account will appear highlighted in green. Click Continue →.

Settings tab

This tab shows configuration options specific to your trigger app (for example, a start date for when Conduitly should begin pulling data). Settings vary by integration.

Fill in any required fields (marked with a red asterisk) and click Continue →.

Test tab

Click Test API to pull a sample of real data from your connected app. Conduitly will display the results in the API Preview area, where you'll see a list of records with field names and values.

This step is important: the sample data pulled here will appear as orange values in the field mapping step, so you can confirm you're connecting the right fields.

If you see records appear, your trigger is working. Click Continue →.

5. Configure your action

The action is what Conduitly does every time the trigger fires (for example, adding a row to a spreadsheet).

Click the 2. Action node on the canvas. The Action panel will open on the right.

Work through each tab:

Setup tab

• Select the app you want to send data to from the Integration App field.
• Choose the action event from the Event dropdown (e.g. "Add Row").
• Leave Deduplication disabled unless you specifically want to prevent duplicate records from being processed on repeat runs.
• Click Continue →.

Account tab

Connect your account for the action app, same process as the trigger. Click Connect, then either select an existing account or add a new one. Click Continue →.

Mapping tab

Mapping is where you tell Conduitly which data from your trigger app should flow into which fields in your action app.

The Mapping tab has multiple steps, shown in the blue header bar (e.g. "Step: 1 by 3").

Step 1 asks you to identify the target resource (for example, which spreadsheet and worksheet to write to). Select the correct options from each dropdown and click Continue →.

Step 2 onwards shows the destination fields for your action app. For each field you want to populate:

1. Click the blue + button on the right side of the field. The Choose Data picker will open.
2. You'll see your trigger step listed as a collapsible header. Click it to expand the available fields.
3. Each field shows its name in black and a sample value in orange. These orange values are real data from your trigger test. Use them to confirm you're selecting the right field.
4. Click the field you want to map.

Repeat for each field you want to populate. Fields without a red asterisk are optional. You don't always need to map everything.

When you've finished mapping, click Continue →.

Test tab

Click Test API to confirm the action is configured correctly. When you're satisfied, click Complete ✓.

6. Name your workflow

Click the workflow title field at the top center of the builder. It shows "Untitled" by default. Type a clear, descriptive name that explains what the workflow does (e.g. "New Employee → Google Sheets").

7. Publish your workflow

Click the blue Publish button in the top-right corner of the builder.

If all required fields are complete, Conduitly will publish the workflow immediately. You'll be redirected to the Home page.

What to expect next

After publishing, you'll see a green notification in the top-right corner confirming: "Workflow has been published successfully."

Your workflow will now appear in the Your Workflows section on the Home page. From the next time your trigger event occurs in the connected app, Conduitly will run the workflow automatically and move the data across.

To check whether your workflow has run, and see exactly what it did, go to Workflows → Activities in the sidebar.

Prefer a simpler view? Use the Basic Designer

The Basic Designer is an alternative to the Visual Designer that presents your workflow as a flat list instead of a canvas. The configuration steps are identical, the difference is layout only.

To switch, click the Basic Designer tab at the top of the workflow builder.

How the Basic Designer works:

Instead of clicking nodes on a canvas and configuring them in a right-side panel, you work through a vertical list of rows. Each row expands inline when you click it.

The list has three types of rows:

• Settings: where you name your workflow, assign it to a folder, and configure error handling
• Trigger: the event that starts your workflow
• Action: what Conduitly does when the trigger fires

Configuring the Settings row

Click the Settings row to expand it. Fill in:

• Name: a clear, descriptive name for your workflow (e.g. "New Employee → Google Sheets")
• Description: optional, but useful if others on your team will manage this workflow
• Folder: assign the workflow to a folder to keep things organized

You'll also see two additional options here:

• Enable Auto Retry: when enabled, failed workflows will automatically retry based on the settings below. When disabled, failed workflows pause automatically. This setting is also accessible via the settings icon in the Visual Designer toolbar.
• Workflow Status: shows whether the workflow is active or inactive. Also accessible via the settings icon in the Visual Designer toolbar.

Click Continue → to collapse the Settings row and move to the Trigger.

Configuring the Trigger and Action rows

Click the 1. Trigger row to expand it. You'll see the same sections as the Visual Designer — Setup, Schedule, Account, Settings, and Test — but they appear as collapsible rows stacked vertically instead of tabs in a side panel.

Click each section header to expand it, complete the fields, and click Continue → to move to the next section. A green checkmark appears on each section header when it's complete.

Once the trigger is complete, click the 2. Action row and work through its sections the same way: Setup, Account, Mapping, and Test.

To add another action, click + Add Action at the bottom left. An app picker will appear — search for or select the app you want to add.

Publishing from the Basic Designer

When all rows show a green checkmark, click Save & Publish in the bottom-right corner. This saves and publishes the workflow in one step.

Note: The Basic Designer uses Save & Publish instead of the separate Publish button found in the Visual Designer toolbar. The result is the same, your workflow goes live immediately.

After publishing, you'll be redirected to the Home page and see the same green confirmation: "Workflow has been published successfully."