Getting Started

This guide walks you through building your first workflow — from creating a canvas to triggering it with a webhook. For background on what QuickFlo is and how it compares to other platforms, see Why QuickFlo.

1. Create a Workflow

Click New Workflow from the Workflows page. You’ll land in the workflow builder — a visual canvas where you drag, connect, and configure steps.

Tip

You can also use the AI Builder — press Cmd+I and describe what you want in plain language. The AI will create the steps for you.

2. Add Steps

Click the + button on the canvas or drag from the step catalog. Every step has a configuration form where you set inputs, reference previous step outputs, and connect to external services.

Common first steps:

Step	What it does
HTTP Request	Call any API — GET, POST, PUT, DELETE with headers, body, and auth
Set Variable	Store a value for use in later steps
If / Switch	Branch your workflow based on conditions
For Each	Loop over arrays and process each item
LLM Call	Send a prompt to an AI model and get a response

3. Wire Up Data

Reference output from previous steps using template syntax:

{{ http-get-leads.body[0].userId }}

The template autocomplete dropdown shows all available variables as you type — step outputs, initial data, environment variables, connections, and utilities.

4. Run Your Workflow

Hit the Play button (or Cmd+Enter) to execute the workflow manually. The execution output panel shows each step’s result, timing, and any errors in real-time.

5. Add a Trigger

To run your workflow automatically, add a trigger:

• Webhook — gives your workflow a URL that starts execution when called
• Schedule — run on a cron schedule (every hour, daily at 9am, etc.)
• Form — generate a form UI that triggers the workflow on submission
• Event — react to events from connected services

Testing with a Webhook

The fastest way to trigger a workflow externally:

1. Open Triggers and add a Webhook trigger
2. Save the workflow — you’ll get a unique webhook URL
3. Send a request to test it:

curl -X POST https://run.quickflo.app/w/@YourOrgSuid/your-named-webhook-trigger \
  -H "Content-Type: application/json" \
  -d '{"name": "John", "email": "john@example.com"}'

4. The request body fields are available as {{ initial.name }}, {{ initial.email }}, etc.

Key Concepts

Concept	Description
Steps	Building blocks — HTTP requests, data transforms, AI calls, control flow
Triggers	What starts the workflow — webhooks, schedules, forms, events
Template Syntax	LiquidJS expressions to reference data and transform values
Connections	Authenticated links to external services (OAuth, API keys)
Environments	Encrypted variables and connection redirection for staging/production
Data Stores	Persistent key-value storage across workflow executions
Knowledge Bases	Document collections for AI-powered semantic search
AI Builder	Build workflows from natural language descriptions

Importing Workflows

You can paste workflow definitions directly into the builder. Copy a workflow JSON to your clipboard and press Cmd+V (Mac) / Ctrl+V (Windows) on the canvas — the steps will appear automatically.

See Importing and Copying Workflows for details on the JSON format and copy/paste features.