# Workflow Basics

## What is a workflow?

{% hint style="info" %}
Workflow is a sequence of automated actions performed in order to achieve desirable results.
{% endhint %}

In fact, workflow is an independent application, that can be used separately, processed in batches, or integrated with other tools.

You can navigate across your favorite workflows fast **using the left bar**.

<figure><img src="/files/PYWe2HoAuPerpov7QqHh" alt=""><figcaption><p>Fast Navigation</p></figcaption></figure>

Let’s see, how they work.

##

## List of Workflows

All the workflows in your instance are organized into a list.

Access it by clicking the <mark style="background-color:blue;">**“Workflows”**</mark> menu item in the top menu bar.

<figure><img src="/files/lvuHgk1wy58zxkZ7NuNM" alt=""><figcaption><p>Main navigation</p></figcaption></figure>

###

### Fast Access

To access workflows with a click from any part of the system they should be marked as “favorite”.

Being “favorite” they are displayed in a left bar that is available constantly.

Mark them as favorites (and switch them off) by clicking a ⭐ icon.

<figure><img src="/files/Dyp0HtFabjrOZCO5P7iB" alt=""><figcaption><p>Choosing workflows to access fast</p></figcaption></figure>

How a list of workflows looks like

Regular workflows can be accessed using the list only.

### States of workflows

“**Active” (published)** workflows are visible to everyone and can be integrated/triggered by API.

“**Testing” (draft)** workflows are visible to owners only and can’t be integrated or triggered by API until they are published.

{% hint style="warning" %}
Publish your workflows **only if you tested them** and ensured they work properly.
{% endhint %}

###

### Creating workflows

You can start creating workflows in 2 ways:

In the list of workflows > Click **“New workflow”**

<figure><img src="/files/tUYtxy1GTnRqNzZq29r1" alt=""><figcaption><p>Creating workflow 1</p></figcaption></figure>

From any page by clicking the <mark style="background-color:blue;">**“+”**</mark> button on the left bar (Fast Access)

<figure><img src="/files/SstSeD2YNaTcHUlXatkg" alt=""><figcaption><p>Creating workflow 2</p></figcaption></figure>

### Editing workflows

If you need to edit current workflows, click the <mark style="background-color:blue;">**“Edit workflow”**</mark> button in the entry line on the list of workflows:

<figure><img src="/files/j1KDgj5HFcBZ1RJd8Bl7" alt=""><figcaption><p>Edit Workflow</p></figcaption></figure>

### Testing workflows

If you want to give the workflow a try, click the <mark style="background-color:blue;">**“Run workflow”**</mark> button in the entry line on the list of workflows:

<figure><img src="/files/1HAcBbTejf3tZnzeGDdu" alt=""><figcaption><p>Run Workflow</p></figcaption></figure>

### **Deleting workflows**

If you need to delete a workflow, unpublish it by using the <mark style="background-color:blue;">**“General Info”**</mark> tab first.

After that, click <mark style="background-color:blue;">**“Delete workflow”**</mark> in the entry line on the list of workflows:

<figure><img src="/files/bbQbdNOfuC5VcyfZkU8d" alt=""><figcaption><p>Delete workflow</p></figcaption></figure>

{% hint style="info" %}
Only workflows in the **Draft** state can be deleted.
{% endhint %}

{% hint style="danger" %}
**Important!** This action can’t be undone.&#x20;

Be sure you really don’t need this workflow and it’s not active in your 3rd party apps, integrations, and automations.
{% endhint %}

Let’s get started with learning about building workflows:


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