Build a workflow

Workflows let Campbooks do something automatically when an email arrives or an external service calls in — notify a channel, forward details, file something, or call your own API. They live under Workflows, and every run is recorded so you can see exactly what happened.

Create one

1. Go to Workflows → New workflow.
2. Pick a trigger:
   • Email received — runs when a new email is processed.
   • Webhook — runs when an external service POSTs to your workflow's unique URL.
3. Add steps with the + button. Each step is an action — for example Send email, HTTP request, Slack message, Discord message, or a Custom action that calls one of your saved connections.
4. Optionally add a condition so the workflow only continues when it matches — for instance, only when the document type is Invoice, or when a webhook field equals a value.
5. Save, and make sure the workflow is enabled.

Use data from the trigger

Every step field supports templating, so you can drop in details from the email or the incoming payload. For an email trigger you have the email and its documents; for a webhook you have the payload, headers, and query. Missing values resolve to empty rather than breaking the run.

Check what ran

Open a workflow's Executions tab to see each run, step by step, with the input and output captured. It's the first place to look if something didn't fire the way you expected.

:::info Outbound calls are guarded HTTP-backed actions are checked before they run — Campbooks blocks requests to private, loopback, and internal addresses (allowed only in local development), so a workflow can't be pointed at internal infrastructure. :::