Create a workflow

You can create a workflow three ways: empty canvas, bundled template, or JSON import of a .knot.json file.

🔁 From an empty canvas

1. Open Knot in Dolibarr → Workflows → New.
2. Pick a clear name (e.g. invoice-follow-up-acme).
3. Drag a trigger from the palette (manual is fine to start).
4. Add connector nodes and connect them with edges (source → target).
5. Save. The workflow stays inactive until you configure a production trigger.

Click to enlarge

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🔁 From a template

Templates in examples/*.knot.json show generic business cases (Acme Solar data, @example.com emails).

1. Workflows → Import.
2. Choose a versioned Knot .knot.json file.
3. Adapt fields (entity, IDs, credentials) to your instance.
4. Run Simulate before activation.

🔁 From JSON import

Import accepts Knot’s versioned JSON format. On version mismatch, Knot may migrate or report incompatible fields.

Source	Benefit
Export from another instance	Reproduce a validated scenario
Manual backup	Quick rollback after tests
Demo	Start from a complete graph

Details: Import / export.

🔁 Minimal viable structure

flowchart LR
  T[Trigger] --> N1[Node 1]
  N1 --> N2[Node 2]
  N2 --> N3[Node 3]

• One main trigger entry per branch (except Logic splits).
• Each edge links a named output to a compatible input.
• Document business goal and owner in the workflow description.

🔁 Multi-entity

Workflows and runs are stored per Dolibarr entity. Duplicate the workflow if the same scenario spans companies with different credentials.

Next steps

• Test with Simulate
• Connectors hub