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Build your first workflow

Create a small workflow so you can see how Gravity connects a trigger, actions, and app data.

Your first workflow should be small and easy to check. Pick one clear outcome, connect the apps you need, and run it before adding more complexity.

Before you begin

  • Choose one process you want Gravity to handle.

  • Know which app should start the workflow.

  • Have access to the app accounts Gravity needs to connect.

Steps

  1. Define the outcome. Write down what should happen when the workflow succeeds.

  2. Create a workflow.

  3. Add a trigger that matches the event that should start the workflow.

  4. Add one action that does the main work.

  5. Map the data from the trigger into the action fields.

  6. Run the workflow and review the result.

  7. When the result looks right, publish or turn on the workflow according to your team’s process.

How to check it worked

  • The run finishes without an error.

  • The destination app shows the expected change.

  • The run log shows the values you expected Gravity to use.

Next step

After your first workflow works, expand it one change at a time.