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Creating Workflows

This guide walks you through creating your first automated workflow in Formstamper.

Step 1: Create a New Workflow​

  1. Navigate to Workflows in the sidebar.
  2. Click Create New Workflow.
  3. Enter a name for your workflow (e.g., "Auto-Generate N4 Notices").
  4. You'll be taken to the Workflow Builder — a visual canvas where you design your pipeline.

Step 2: Add a Trigger​

Every workflow needs exactly one trigger at the start. Drag a Webhook Trigger node onto the canvas.

The trigger automatically generates a unique webhook URL:

https://api.formstamper.com/api/workflows/{workflowId}/webhook

This URL is what external systems (CRMs, property management tools, etc.) will send data to.

Step 3: Add Processing Nodes​

Drag additional nodes onto the canvas and connect them:

  1. Click the output handle (right side) of one node.
  2. Drag to the input handle (left side) of the next node.
  3. An edge is created, defining the data flow path.

Common Patterns​

Simple: Webhook → Template

Webhook Trigger → Template Node → Output

Every incoming event immediately stamps a document.

Conditional: Webhook → If/Else → Template

Webhook Trigger → If/Else → Template Node (if true)
                          → Skip (if false)

Only stamp documents when certain conditions are met.

Iterative: Webhook → ForEach → Template

Webhook Trigger → ForEach → Template Node

Process arrays in the webhook payload, stamping one document per item.

Step 4: Configure Nodes​

Click on any node to open its configuration panel:

  • Template Node — Select which template to use, map incoming data fields to template columns.
  • If/Else Node — Define the condition expression (e.g., event.amount > 1000).
  • Compose Node — Build a custom data object from available upstream values.

Step 5: Save and Activate​

  1. Click Save to persist your workflow configuration.
  2. Toggle the workflow status from Draft to Active.
  3. Your webhook URL is now live and accepting events.
caution

Make sure your field mappings and conditions are correct before activating. Events received while active will be processed immediately.

Testing​

Before going live:

  1. Keep the workflow in Draft mode.
  2. Use a tool like Postman or curl to send test payloads to your webhook URL.
  3. Check the Webhook Events tab to see received payloads.
  4. Verify the data structure matches your Template Node's expected columns.
curl -X POST https://api.formstamper.com/api/workflows/wrk_abc123/webhook \
  -H "Content-Type: application/json" \
  -d '{"tenant_name": "John Smith", "address": "123 Main St", "amount_owed": 1500}'