Quick Start

On this page, you'll discover how to create a basic workflow. Refer to the Build a Workflow page to learn how to create a workflow using an example. Refer to the Test Workflow page to learn how to test workflows from the Bureau Dashboard and using Postman.

Follow the below steps to build a workflow:

1. Log in to the Bureau Dashboard.
2. Click Workflows on the left navigation menu.
3. Click + Create Workflow.
4. Select the purpose you are creating the workflow and click Create Workflow. The list of capabilities available to you to build the workflow depends on the purpose you select.
5. Drag the capabilities you want to add to the workflow from the Select a Capability window and drop them in the workflow builder area. Ensure you drag and drop the capabilities to the workflow builder area in the order you want them to the executed.
6. Click a capability and define how inputs required by the capability should be passed to it. Inputs can either be a user input value or an output value from a previous capability. Ensure you do this for all capabilities in the workflow.
7. Click Add conditional branching in the workflow builder area to add an If Else conditional operation to your workflow. Define the If Else condition as required.
8. Click End Workflow and define the accept and reject conditions for the workflow and click Save Settings. You can define the accept and reject conditions at the capability level and workflow level, as per your needs.
9. Click Publish. The workflow is published and is ready to be used.
10. Click Integrate to get the cURL for the workflow.
11. Integrate the cURL in your application to use the workflow.