The Visual Workflow Designer
The Visual workflow designer is part of the no-code platform where you can quickly design and manage business processes by creating visual workflows. Drag and drop workflow elements – triggers, conditions, and actions and improve your efficiency and productivity.
In this example, we manage tasks and leads. When a new lead is created in our online database, we want to validate the lead details before transferring it to a third-party CRM system.
- When a lead is created in the database using the API, we will change its status to "validation".
- We will specify that the system will automatically transfer the lead details to a third-party system using an API to perform validation of the lead data.
- The external system will update us with an answer - a score for the lead.
- In the workflow, it will be defined that if the lead score is below 70 the lead is not qualified. Above 70 the lead is qualified.
o If the lead is qualified, the lead status will be marked as qualified, transferred via API to the CRM system, and sent an email to a sales representative.
o If the lead is unqualified, the lead will be marked as unqualified. and a new record will be created in the task table to manually check the lead. We can create easily a screen within our Simbla project where a sales representative can check and manage the unqualified leads.
In this example, we presented how it is possible to automate a business process with the visual workflow designer that also includes manual involvement.
How to create our first workflow:
1. Go to the database to the workflow tab:
2. Create a new workflow
3. Name the workflow and save
4. Start by adding the first trigger that will activate the workflow.
For example, we've selected the cases table, when a new record is created.
Condition Name: The name of the stage.
Description: Open field to describe the stage
Event: Can be on create a record or an update of a record
Criteria: You can add conditions to start the workflow. For example, a certain workflow will be activated just if the case priority is "High".
5. Add actions such as sending an email, opening a record in the table, sending data to an external API, running server-side code, and more.
Dependencies: Start the action only when all conditions in the dependencies field are met.
6. From here you can add more conditions and actions and create a complete work process.
It should be noted that the records created by the workflow can be used later in the process. For example, we created a new task in one of the steps and when the task is completed, additional steps will be performed