Create a workflow from scratch

A workflow is at the heart of Cargo's powerful orchestration engine. Each workflow encapsulates defined automation logic, with all its steps, configurations, and links. While Cargo provides a comprehensive library of templates to speed up workflow creation based on common use cases, it may be recommended to start with an empty workflow canvas. This might be required when mapping a custom business process specific to your organization.

This guide will cover creating an empty workflow without using a template. The workflow will contain only the start node.

Used Features:

Workflow

Pre-requisites

Before you begin

Ensure you have configured at least one connector and data model before creating a workflow.

In our example, we will use Hubspot CRM integration and a contact data model.

Step 1

Navigate to your Cargo workspace home screen and click the "New workflow +" button. This will open up a modal where all starting settings for the new workflow will be configured.

Step 2

Select Blank workflow

The initial screen of the workflow creation modal is split into two sections. On the left, there is a library of templates and above it, an option to create an empty workflow. Clicking an option on the left will update the workflow preview on the right. This preview shows exactly how the new workflow will look if the selected option is chosen.

Select "Create from Blank" and click "Next".

Step 3

Select a model

A data model is a key component of each workflow. It dictates what type of objects (contacts, companies, etc.) will be processed by the workflow and how the processing will be triggered (real-time, scheduled, etc.). Earlier, we installed the HubSpot connector and created a contacts data model, but if you haven't done that, you can create them now.

Select the desired data model and click "Next".

Step 4

Start building

An empty workflow is now created. The start node is configured according to the data model and connector selected during creation.

In our case, it will have the HubSpot logo, and the test record will be pulled from HubSpot data.

The workflow will default to scheduled runs every 12 hours. You can customize it in the runs view.

The new workflow will be called "Untitled", click the title in the editor window to rename it.

Outcome

Finish line

In this guide, you have learned how to create an empty workflow, which is a great start for custom, business-specific automations.