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Flow Builder – Visual Interface Guide

Estimated reading time: 8 min

Wiresk Flow Builder is the central place where you create, configure, and monitor your automations. It uses a visual design called the Flow Workspace, where Triggers, Methods, and Flow Links are displayed in sequence. This guide explains each part of the interface and how to use it.

The Flow Workspace is the main working area where you design your Flow.

  • Triggers are the starting point.
  • Methods are steps that perform actions.
  • Flow Links connect Triggers to Methods and Methods to each other.
  • Run panel lets you test runs.
  • Statistics panel shows history and charts.
  • Alert panel sends notifications based on errors or inactivity.
  • Example Input provides test data for mapping and validation.
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You can zoom, drag, and rearrange elements to keep your Flow organized.

For more details, see related documentations:

When you click on the Trigger circle in the Flow Builder, the settings panel opens on the right-hand side. This panel allows you to add, search, and configure a Trigger that will start your Flow.

When no Trigger is set, the panel shows the option All Triggers with a + Add button.

  • Clicking + Add starts the Trigger selection process.
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After clicking + Add, the panel displays:

  • Search bar: Type the app name (e.g., “Dynamics,” “HubSpot,” “Slack”).
  • Manual Triggers: Built-in options like Email, HTTP Trigger, or HTTP Trigger with filter.
  • All Apps: Full list of integrated apps available for your Group.
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When you type in the search bar, matching apps appear.

  • Example: searching “Dynamics” shows Microsoft Dynamics.
  • Selecting the app opens its available Trigger types.
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After selecting the app, you see all the Triggers supported by that integration.
For example, Microsoft Dynamics offers:

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  • Scheduled Triggers
    • Retrieve Records with Wiresk’s Query Builder
    • Retrieve Records with FetchXML
  • Webhook Triggers
    • On Record Update
    • On Record Deletion
    • On Record Creation

From here, you can choose the Trigger that best fits your Flow.

After selecting an App Trigger (e.g., Retrieve Records with Wiresk’s Query Builder), the configuration panel opens on the right side of the Flow Builder. Here you define how and when the Trigger runs, and what data it provides to the Flow.

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  • Name: Auto-filled with the Trigger name, but you can rename it for clarity.
  • Connection: Select the app connection (e.g., Dynamics, HubSpot, Slack). This links the Trigger to your authorized account.
  • Timeout: Optional field for advanced users to define request timeout limits.
  • Run Once: Executes the Trigger only one time, useful for testing.
  • Run: Sets the Trigger on a recurring schedule.
  • Calendar Input: Choose a specific date, time, and recurrence pattern (e.g., daily, weekly, monthly).

This determines when Wiresk polls or retrieves data from the connected app.

Depending on the Trigger type, you may see additional configuration options. For example, when using Retrieve Records with Wiresk’s Query Builder in Dynamics:

  • Entity: Select the data entity (e.g., AI Document Template).
  • Preview Data: Shows sample records for verification.
  • Distinct Values: Ensures unique results.
  • Configure Tabs:
    • Related Entities: Join related tables.
    • Configure Filter: Apply filters to narrow down results.
    • Configure Grouping: Group records.
    • Configure Columns: Select up to 50 fields to include.
  • Edit Columns / Configure Sorting: Control which fields are retrieved and in what order.
  • Number of Records & Start Index: Limit the amount of data retrieved and where to start.

At the bottom of the panel, click Save to apply the Trigger setup to your Flow.

Once saved:

  • The Trigger block on the Flow Canvas updates with the selected configuration.
  • You can test the Trigger with Run Once or Example Input before activating the Flow.

For more details, see related documentations:

When you click on a Method in the Flow Builder, the configuration panel opens on the right. This panel allows you to choose an app Method and define how it should execute inside the Flow.

When you click the + button after a Trigger, the panel shows:

  • App tab: All integrated apps you can add as a Method.
  • Tool tab: Built-in Wiresk tools (conditions, formatters, etc.).
  • Search bar: Filter apps or tools by name.
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  • Type in the search bar to quickly find the app.
  • Example: Searching for “Dynamics” shows the Microsoft Dynamics integration.
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Once you select an app, the panel lists all available Methods.
For example, Microsoft Dynamics supports:

  • Associate Records
  • Create Record
  • Delete Record
  • Retrieve Record
  • Update Record
  • Upsert Record
    …and more.
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Select one to open its configuration screen.

Example of the Dynamic 365 Method configuration screen:

  • Name: Auto-filled with the Method name, but can be customized.
  • Connection: Select the app connection (e.g., Dynamics client credentials).
  • Entity: Choose the object type (e.g., Contact, Deal, Ticket).
  • Map Fields: Configure how data from the Trigger or previous Methods should be mapped into this Method.
  • Failure Mode: Decide what happens if this Method fails. Options include:
    • Trigger Error (default)
    • Alternate paths (configured via the red diamond failure button in the Flow Canvas).
  • Matching Criteria: Define conditions to match existing records.
  • Dynamic Inputs: Fields can accept static values, mapped values (via @), or dropdown selections.
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Once completed, click Save to apply.

For more details, see related documentations:

Flow Links define how your Flow executes from the Trigger through each Method. They appear as dotted lines with dots and arrows that connect one step to another.

  • Each Flow Link contains a + button in the middle.
  • Clicking the + opens the Method/Tool selection panel, the same as pressing the + Method button beside a step.
  • This lets you insert new steps inline without rearranging the Flow manually.
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2. Right-Click Options on a Flow Link

When you right-click a Flow Link, you get additional controls:

  • Insert Step. Add a new Method at that point.
  • Rename. Label the Flow Link, for example “Validation Passed.”
  • Remove. Delete the Flow Link, disconnecting one or more Methods.
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Disconnected Methods can be reattached to the main success path or assigned to the failure path.

  • The default Flow Link is the success path, which runs when the step succeeds.
  • The failure path is configured with the red diamond button next to a Method. This button is not an error indicator. When clicked, you can route failures to another Method or a Tool, such as a condition.

This flexibility helps you design robust Flows that handle both normal and error cases.

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  • You can disconnect and reconnect Methods at any time.
  • A Method can be reattached to a normal Flow Link or to a failure path.
  • This lets you restructure Flows quickly without rebuilding them from scratch.
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The Run Panel lets you test and execute your Flow, either manually or through the scheduler. It also provides detailed logs of each run, including success and failure results for each Method.

  • Input Editors: JSON Editor, Plain JSON String, or Form Editor to provide input.
  • Reset Example Input: Clears test data.
  • Run button: Executes the Flow once.
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  • Executes the Trigger once with real input data, ignoring recurrence rules.
  • Used to validate the Flow with actual records from the connected app.
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After you run the Flow:

  • Run Results Table: Lists each execution with timestamp and status.
  • Step Status Indicators:
    • Green checkmark = step executed successfully.
    • Red exclamation = step failed.
  • Step Response Panel: Clicking a Method’s status icon opens detailed logs:
    • Input Data sent to the step.
    • Message with results or errors (e.g., “No record found with provided criteria”).
    • Error ID and Job ID (for tracking and debugging).
    • Option to copy values for troubleshooting.
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This helps you pinpoint exactly where a Flow failed and why.

For more details, see related documentations:

The Statistics Panel helps you monitor and debug your Flow runs. It opens when you click Statistics at the bottom of the Flow Builder. It contains two tabs: History and Statistics.

The History tab shows detailed logs of each Flow run.

  • Filter by Date and Time: Select a specific time range.
  • Status Filter: Filter runs by status:
    • Processing
    • Success
    • Failed
    • Done with Warning
    • Paused
  • Search Field: Look up runs by Process ID or keywords.
  • Columns:
    • Process ID: Unique identifier for the run.
    • Started: Timestamp when execution began.
    • Ended: Timestamp when execution finished.
    • Status: Final result (success, failure, warning, etc.).
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This view helps you pinpoint issues in specific runs.

The Statistics tab aggregates Flow performance into visual charts.

  • Period Type: Choose how to group data: Per Hour, Per Day, Per Week, Per Month.
  • Calendar: Select a date range to analyze.
  • Table View: Lists success and failure counts by period.
  • Charts:
    • Line chart showing run trends over time.
    • Pie chart showing success vs. failure rate.
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This gives you a quick overview of how well your Flow is performing.

For more details, see related documentations:

The Alert panel lets you configure notifications when specific conditions occur during a Flow execution. Instead of manually checking for errors or inactivity, you can set up alerts to be sent automatically through supported apps such as Slack, Telegram, SendGrid, or others.

From the Flow Builder, click on Alert at the bottom bar. This opens the side panel where you can manage all alerts for the selected Flow.

If no alert is configured, you will see an empty state message with a button to create a new alert.

Click + Create to define a new alert. You can then:

  • Choose the app for the alert (e.g., Slack, Telegram, Email provider).
  • Configure the error type (for example, Error, No Activity, or other available types).
  • Select the connection (your saved app connection in Wiresk).
  • Fill in delivery details such as channel, recipient, or destination.
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  1. Select Telegram from the app list.
  2. Choose the Telegram Bot action.
  3. Configure the Technical Name, select the Connection, and choose the Error Type.
  4. Enter the Channel ID where the message should be sent.
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When saved, the alert will automatically send a notification to your chosen Telegram channel if the configured error type occurs.

  • Multiple alerts can be created for a single Flow.
  • Alerts can be toggled on/off from the side panel without deleting them.
  • To delete an alert, click the trash icon next to it.
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For more details, see related documentations:

The Example Input panel helps you preview and map incoming data when building a Flow. It ensures that your Trigger and Methods are configured correctly by providing test data without waiting for a real event.

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  • Toggle Capture Example Input to let Wiresk automatically capture the next incoming request.
  • Once enabled, the captured payload is stored as Example Input and displayed in the editor.
  • This is useful when testing live events such as webhooks.
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  • Instead of waiting for live data, you can select an available Trigger as your Example Input.
  • Webhooks – e.g., “New contact created”.
  • Schedulers – e.g., “Retrieve Records with Wiresk’s Query Builder”.
  • Click Use next to the Trigger to fetch sample data directly.
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There are three ways to view and edit your Example Input:

  • JSON Editor – interactive view with expandable objects and arrays.
  • Plain JSON String – raw JSON payload for copy/paste.
  • Form Editor – simplified input form for easier field entry (when supported).

You can modify the Example Input manually if you want to simulate specific scenarios.

After capturing or editing Example Input, click Save.
This stored data is then available for Field Mapping in your Methods.

For more details, see related documentations: