Skip to main content

Quick Start

Get from zero to a working automation in a few minutes. This guide walks you through the essentials -- no prior experience needed.

What you'll need​

  • An Orqio account with access to an organization and workspace
  • A few minutes to build your first automation

Step 1: Open your workspace​

Log in to Orqio and select your workspace. If you're just getting started, use your staging workspace -- it's a safe place to experiment.

Not sure what workspaces are? See Organizations and Workspaces.

Step 2: Create a blueprint​

  1. Go to Workflows in the sidebar
  2. Click Create Workflow
  3. Give it a descriptive name (e.g., send-welcome-email)

You're now in the visual builder -- a canvas where you'll design your automation.

Step 3: Add a trigger​

Every automation needs a starting point. Drag a trigger from the node palette onto the canvas:

  • REST API Trigger -- if you want an external system to start the workflow
  • Attribute Change Trigger -- if you want the workflow to start when contact data changes

Step 4: Add nodes​

Add one or two action nodes to define what happens after the trigger:

  1. Open the node palette
  2. Drag a node onto the canvas (e.g., Send Email, HTTP Request, or Log)
  3. Connect it to the trigger by drawing a line between them
  4. Configure the node in the settings panel on the right

Step 5: Test with Run once​

Click Run once in the toolbar to test your automation:

  1. Provide test input data (if using an API trigger)
  2. Watch the execution run through your nodes
  3. Check the results in Executions

Fix any issues and run again until everything works.

Step 6: Publish​

When you're happy with the results, click Publish to make your blueprint live. Incoming triggers will now execute your automation automatically.

What's next?​

Now that you've built your first automation, explore further:

  • Blueprints -- understand how automations are designed
  • Node Types -- see all available nodes
  • Templates -- create reusable message content
  • Examples -- browse ready-made automation patterns

Integrating via API? Continue with: