Send data to another workflow

Such data transfers are especially useful when one process triggers a follow-up workflow. Then the data from the first workflow can be used in the follow-up one.

To do this task, make sure you've completed Start a follow-up workflow.

Before you begin

In this task, you'll need the ID of the step you'll be sending the data to (in the follow-up workflow) and the ID of the form field to be filled by the data from the previous step.

Where is the step ID

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.

Where is the form field ID

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. Click the ID icon for the field to which you want to copy data.
6. Copy Form field ID.

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. Basically, you need to tell the system what type of data belongs to which field.

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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

1. In the left-hand navigation, click the Workflows icon.
2. Hover over a process.
3. Click Edit workflow.
4. Click a step in the workflow.
5. Click the Settings cog icon.
6. Verify whether the Optional box has been selected. If not, the field is required.

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

{
   "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.

Now, when you start a process instance that will trigger another workflow instance, this follow-up workflow instance will have the data from the first workflow filled in in the appropriate fields.