Read Build workflows to create and publish a workflow.
Workflow access
You can access Workflows in the menu when you have the Read Workflows permission. Without it, the menu item is hidden. These permissions also require Read Workflows:- Create and modify Workflows
- Publish Workflows
- Delete Workflows
- Activate and deactivate Workflows
Triggers
A trigger defines when a workflow starts.Transaction statuses such as
APPROVED, PENDING, and REJECTED are trigger filters. They are not separate event types. They determine which transactions start a workflow.Webhook callouts
A webhook callout sends a signed HTTPPOST request.
The target URL must use http or https. A webhook callout can include up to 10 custom headers for authentication or routing data.
Voucherify generates the webhook payload automatically. Read Workflows webhooks for the payload structure.
To verify signatures, generate a secret in Project settings > Webhooks and validate the x-voucherify-signature header. Read Webhook authentication for details.
IF operator
An IF operator chooses one path for a run. True is taken when the rules match. False is taken when they do not. Connect at least one of True or False. Each output connects to one next block. The other output can stay empty. An empty output does not send a webhook. Read Send an event only when it matches for the canvas steps. A rule reads a field on the triggering event, or on a block earlier in the same path. In the Condition panel, Default lists fields from the connected trigger. Custom takes a path and a field type. A custom path starts withtrigger. or with the ID of an earlier block.
A missing field makes that rule false. The other rules in the same IF are still combined, so an OR can still take True. The run follows False when the combined rules do not match. A missing field does not fail the workflow.
A value that is not a number, not a boolean, or not a valid date does not match a rule of that type. Date operators compare the calendar day in the project time zone. The time of day on the event does not change the day. is day of week uses Sunday through Saturday.
Rules in one IF combine with AND or OR. A new junction starts as AND. Click it to switch to OR. Surround with brackets groups the selected rule so that group is decided before the rules outside it. Remove brackets keeps those rules and drops the group. Remove brackets & rules inside deletes the group and the rules in it.
One IF accepts up to 5 rules and up to 10 values in one rule. The IF block itself counts as one of the five actions and operators in the workflow.
Identifiers
Each trigger, operator, and webhook callout has an ID. You see it on the canvas and in the settings panel. The prefix can’t be changed.
An operator and a webhook callout share the
exwfnod_ prefix. You can edit the suffix. Use 1 to 40 characters: lowercase letters, digits, and underscores. The ID must be unique in that workflow. A new block gets the next number.