From the Dashboard or the Workflow section, click Create new workflow. This will open the workflow builder, where you can configure each step of your automation in a logical and visual way.

Step 1: Define a Trigger
Start by choosing how your workflow should begin. You can:

• Use a Webhook to start the workflow when an external service sends data to your Datamorf endpoint.

• Select a Trigger Integration (for example, when a new lead appears in HubSpot or a form is submitted).

• Set up a Schedule so the workflow runs automatically at regular intervals (hourly, daily, weekly, etc.).

• Choose an Extraction (reverse ETL) to pull data from external systems like CRMs, databases, or spreadsheets into Datamorf on a recurring schedule.

  
  

Step 2: Add Data Sources
Next, connect any APIs, CRMs, or databases you need to gather additional context or information. You can fetch records, enrich data, or validate details before processing. Datamorf supports multiple data sources in one workflow and runs them sequentially or conditionally, depending on your setup.

Step 3: Add Transformations
Once data is collected, apply Transformations to clean, compute, and enrich it. This can include formatting text, performing calculations, normalizing job titles, or executing custom JavaScript or AI-powered logic (e.g., GPT prompts) to generate or interpret data dynamically.

Step 4: Configure Destinations
Finally, decide where the processed data should go. You can send it to one or more destinations such as HubSpot, Salesforce, Slack, Google Sheets, or internal databases. Datamorf allows you to define mapping fields, apply conditions, add retry logic, or even trigger another workflow for multi-stage automations.

When ready, click Save and run a test execution. Use the Playground to preview your workflow results safely before going live, it lets you experiment without consuming workflow credits or sending real data to integrations.