Set up a workflow

This page builds one workflow and leaves it off. It does not start a run. The email a send step uses is Draft a campaign, and that campaign needs a verified domain from Set up Email Marketing.

1. Use the Saasco MCP

If Saasco is not connected, read https://www.saasco.com/docs/mcp.mdx and follow the steps for this client. Sign in, allowing "Create and change data in your projects". Search with saasco_search_tools, then run the tool with saasco_execute_tool.

Pass project id YOUR-PROJECT-ID. On a connection scoped with ?projectId=, omit projectId.

2. One inactive workflow

Ask what to automate. Use an event this repo actually tracks, such as Signed Up. Call workflows_listWorkflows first so you do not duplicate it.

Call workflows_createWorkflow with status INACTIVE, that trigger event, and the audience filters they asked for. Creating it does not start a run.

3. Steps and edges

Add steps with workflows_createWorkflowStep. actionId is delay, sendCampaign, or audienceFilter. Put the step's fields on data.inputFields as { id, value } rows:

• delay: amount (number) and unit (minutes, hours, or days)
• sendCampaign: campaignId of a draft campaign
• audienceFilter: contactsFilterGroup

Connect them with workflows_createWorkflowEdge. type is custom. source and target are step ids. The step with no incoming edge from another step is the start.

Call workflows_verifyWorkflowConfig. Leave the workflow INACTIVE until they say to turn it on. Do not call workflows_takeNextStep, workflows_processWorkflowRuns, or workflows_createWorkflowRun.