Use Workflow Builder Page Actions
Save versions, publish, trigger a workflow manually, configure schedules, and create webhook endpoints from the builder page.
The workflow builder page is where workflow drafts become testable and publishable automation. In addition to arranging nodes, the builder exposes actions for saving versions, publishing, manual runs, schedules, and webhook endpoints.
Open The Builder
- Open Workflows.
- Create a workflow or open an existing workflow.
- Use the builder page to edit the trigger, graph, and action nodes.
- Save before leaving the page or testing a major change.
For an existing workflow, opening the workflow redirects to the builder so you can review the active draft.
Save A Version
Save a version after changing trigger configuration, node order, conditions, action fields, or variables. Saving preserves the draft; it does not make the workflow active for new production runs.
Use clear ownership when multiple admins edit workflows. Only one person should own a production workflow draft at a time.
Publish A Version
Publish only after the graph is valid and the changed path has been tested with safe data. Publishing changes what future runs use.
Before publishing, confirm:
- trigger configuration;
- required action fields;
- condition branches;
- delay timing and timezone;
- customer-facing message copy;
- owners, statuses, and linked records for created items;
- no duplicate-send risk.
Trigger A Manual Test Run
Use manual trigger from the builder when you need a controlled run. After the run starts, open the run detail and confirm context, steps, outputs, and final status.
Manual tests are useful for validating variables and action configuration, but they do not replace testing the real trigger path.
Configure Schedules And Webhooks
For scheduled workflows, confirm the cron expression and timezone before saving. For webhook-triggered workflows, create the webhook endpoint and store the endpoint URL only in the system that will send the webhook.
After setting either trigger type, perform a test run and review the run detail.