Creating a Flow | ION Factory OS

Creating a Flow in the Workflow Builder Using the ion-webhooks Component

The manual for the New ION Experience has been released.
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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Refer to this site for detailed documentation on building workflows.

Follow these steps to create a flow in the Workflow Builder using the ion-webhooks component:

  1. Click on the + Add new workflow button on the top right of the page.

  2. Click on Quickstart.

  3. Give your workflow a name then type in "ion-webhooks" in the search field. You will then see the ion-webhooks component.

  4. Click on the ion-webhooks component.

  5. Click on the Create trigger button or ION Webhooks Trigger to select and use the ion-webhooks component as the trigger for your workflow.

  6. You will see a blank slate with the ion-webhooks component as the starting point for your flow. Don’t be alarmed by the red dot. That just indicates that there are further configuration options needed to complete the setup for the component.

  7. Click on the ION Webhooks Trigger step. A popup window will appear with fields for Connection, Webhook Receiver Name, and Actions.

  8. Click on the Connection dropdown. If not previously set up a connection to ION you will need to click on the + Add new connection button. If the connection to the ION environment has already been created you can select it and proceed to step 10.

  9. To configure a new connection enter a Name for the connection, the Client ID, and Client Secret which are the api keys and the Environment where your ION instance is running.

  10. Enter the Webhook Receiver Name. This is the name that ION will use when creating the webhook receiver in ION. We recommend that you use the same name as the flow.

  11. Click Add a string input to add one or more Actions. This setting will determine when your flow gets triggered based on the combination of a resource and action. For example, if you want your flow to be triggered anytime a Run is Created, you will select Runs - Create from the dropdown selection. You can have more than one action that triggers your flow.

Your flow is now set up with the ion-webhooks component. Refer to the link at the top of this page for detailed documentation on how to create and test your flow.

In the next section we will provide some examples for you to follow.