Create a workflow from a template
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. Cargo provides a comprehensive library of templates to speed up workflow creation based on common use cases. It is also a good reference source for the types of automations that can support your organization.
This guide will cover creating a new workflow using a template.
Used Features:
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. Each template will recommend the most appropriate data models to select.
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.
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. The preview can be zoomed and panned exactly like the actual workflow editor. You can use it to familiarize yourself with the details of a template.
In our case, we will select the "Activate your website visitors with Albacross" template. Select the template and click "Next".
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. Based on the template selected in the first step, recommended data models will be listed at the top of the screen. Unless you have specific needs, select one of them.
Select the desired data model and click "Next".
A new workflow is now created. The start node is configured according to the data model and connector selected during creation. The workflow will contain all the nodes based on the selected template.
Most templates will come with additional notes next to nodes that require extra configuration to adapt the template to your use case.
Depending on the selected template and what connectors you have installed previously, you may need to create missing connectors to run the complete workflow.
Nodes using missing connectors will be marked with a yellow warning icon.
Finish line
In this guide, you have learned how to create a new workflow from a selected template, which is a great way to speed up the automation process.
From here you may want to learn how to: