Send data to another workflow

​

Before you begin

1. In your left-hand navigation, click the Workflows icon.
2. Hover over the follow-up workflow and click on the menu icon.
3. Click Edit workflow.
4. Click the step to which you’d like to send data.
5. Copy the step ID. It’s the last number in the URL you see in your browser.

​

Send the data

1. Click the first process that should trigger the follow-up workflow.
2. Click … and select Edit workflow.
3. Click the Send Data step that’s been automatically added when you selected the Launch workflow automatically template. If you need information on selecting this template, see Start a follow-up workflow.
4. Click the Settings cog icon.
5. In the Headers section of Settings, enter your Api-Key. Note that you need the phrase Api-Key to go before the code in the field.
6. Select Raw as Body type.
7. Edit Body as follows: a) Delete the STEP_ID and ACTION_ID, and replace them with the numbers you copied from the URLs. b) Delete the ADD_YOUR_OWN_DATA and click . c) Select the type of data to fill in in the follow-up workflow. You need to tell the system what type of data belongs to which field.
   Note: You need to select ALL the fields that have been marked as Required in the follow-up workflow. For example, if you decide to fill in the data only in one required field, the whole Send Data step will fail.
   How do I know a step is required

   If you have two required fields in the follow-up workflow, this is what your Body might look like:
   JSON

   Copy

   Ask AI

   {
      "step_id":220135,
      "actions":[
         {
            "action_id":535159,
            "input_object":{
               "inputValue":"{1. Provide details - Lead Name - Input (plain)}"
            }
         },
         {
            "action_id":535736,
            "input_object":{
               "inputValue":"{1. Provide details - Lead Email - Input (plain)}"
            }
         }
      ]
   }
   

8. Decide what should happen if the step fails (On Failure).
9. Save your changes.