Steps

SUMMARY

• Recipes consist of steps that enable you to create, update, or search within a target app, or define business logic with control flow statements.
• Use the IF condition step to create conditional branches:
  • The IF condition evaluates an initial condition and runs actions when the condition is true.
  • The ELSE IF condition adds conditional branches evaluated only if the previous conditions fail.
  • ELSE runs actions when no preceding conditions are met.
• Repeat steps allow you to handle list items, and Repeat in Batches manages high-speed data transfers in smaller batches.
• The Call recipe function step allows you to trigger another recipe for reusable logic.
• The Stop job step allows you to end a job early in case of business logic errors.
• Use the Handle errors step to monitor and manage errors in actions, similar to a try/catch block in programming.

Recipe steps define the core logic of a recipe. Steps enable you to create, update, or search within a target app. Steps also include control flow statements, such as IF conditions or repeating actions with Repeat steps . Utility steps support error handling, stopping jobs, invoking reusable logic, or transforming data.

Various recipe steps available in recipe editor

Action step

Actions perform operations in your target app, such as create, update, or search actions on records. Each action requires specific input fields and returns an output data tree, which you can use to map data into subsequent steps.

Reorder steps in your recipe with drag-and-drop (video)

Example: Action step

This example demonstrates a Search organizations action in a Zendesk integration. The input fields allow you to search for a Zendesk organization using the following criteria:

• Name: Search by organization name.
• Tags: Search by a comma-separated list of tags.
• Page number: Specify the page to retrieve results from when paginating.
• Maximum results: Limit the number of results returned in a single request.

In this case, the Search organizations action searches for an organization by Name.

Searching Zendesk organizations by Salesforce account name. Example recipe (opens new window)

Zendesk returns the data for matching organizations when the Search organizations action completes. The output data tree displays the available fields, which you can map to subsequent steps.

For example, the Update organization action uses the ID Properties datapill from the Search organizations output to identify which Zendesk organization to update. The ID Properties datapill uniquely identifies the organization to ensure that the correct record is updated.

Updating Zendesk organization identified by ID. Example recipe (opens new window)

IF control statement

An IF control statement directs a recipe to run specific actions based on specified conditions. It allows you to create conditional branches and execute different steps depending on the evaluated conditions. You can include additional branches using ELSE IF and a final ELSE branch to handle multiple outcomes efficiently, eliminating the need for nested conditions.

For more details on the available conditions, refer to our Conditions documentation.

Example: Managing Zendesk tickets with conditional logic

The following recipe manages Zendesk tickets using conditional steps:

• IF the ticket's type contains Bug, the workflow updates the ticket’s Priority to High and assigns it to the development team.
• ELSE IF the ticket's type contains Feature Request, the workflow updates the ticket’s Status to Pending and assigns it to the product management team.
• ELSE the workflow updates the ticket’s Status to Closed.

Recipe using conditional steps to manage Zendesk tickets

In this example, only one branch executes for each ticket, ensuring efficient and targeted processing.

Repeat control statements (loops)

A Repeat control statement allows you to repeat a set of steps based on specific criteria. Workato provides two types of Repeat control statements:

• Repeat while Repeats one or more actions while a condition is met. The loop ends automatically when the condition is no longer met. For example, you can repeat the process of retrieving the next page of Google Drive search results while there are pages left to retrieve.
• Repeat for each Repeats one or more actions for each item in a list. The loop ends automatically when all items in the list are processed. For example, you can repeat the process of downloading each Google Drive file in a list of search results.

REPEAT FOR EACH IN BATCHES

The Repeat for each control statement processes list items one at a time by default or in batches. To repeat items in batches, refer to Repeat for each in batches.

The following diagrams illustrate the logic of Repeat while and Repeat for each loops:

Repeat while loop:

flowchart TD Z(["Start"]) --> A["Execute action(s)"] A --> B{"Is condition met?"} B -- "Yes" --> C["Repeat action(s)"] B -- "No" --> D(["Exit loop"]) C --> B classDef default fill:#67eadd,stroke:#b3e0e1,stroke-width:2px,color:#000; classDef WorkatoPink fill:#f3c1c2,stroke:#f3c1c2,stroke-width:1px; class Z,D WorkatoPink

Repeat for each loop:

flowchart TD A(["Start"]) --> B{"Any items in list?"} B -- "Yes" --> C["Take action on list item"] B -- "No" --> D(["Exit loop"]) C --> B classDef default fill:#67eadd,stroke:#b3e0e1,stroke-width:2px,color:#000; classDef WorkatoPink fill:#f3c1c2,stroke:#f3c1c2,stroke-width:1px; class A,D WorkatoPink

Combine Repeat while and Repeat for each

You can combine Repeat while and Repeat for each control statements in the same recipe to handle complex use cases. For example, a recipe can use a Repeat while loop to query contacts in Salesforce using an SOQL query while there are more pages of results. Within the Repeat while loop, a Repeat for each loop retrieves contact details for each record in the current page of search results.

Call Recipe Function action

The Recipe Functions - Call Recipe Function action allows you to trigger another recipe, known as a recipe function. Recipe functions enable you re-use logic across multiple recipes to reduce duplication and simplify maintenance.

Refer to the Recipe Functions documentation for more information.

Stop job step

The Stop job step ends a job to prevent further processing. It is typically used when an error occurs in the business logic and continuing the job is unnecessary.

You can configure the Stop job step to mark the job as Failed or Successful, depending on your business requirements.

Example: Stop job step

The following recipe checks whether a Zendesk organization ID exists after searching for an organization in Zendesk. If the ID is not found, the recipe sends an email notification and stops further actions.

Recipe using the Stop job step to send email and end the job. Example recipe (opens new window)

In this recipe, every job follows one of two paths:

• If the Zendesk organization ID is not found, the recipe sends an email notification and stops the job.
• If the Zendesk organization ID is found, the recipe skips the conditional actions and updates the organization in Zendesk.

This recipe marks jobs with errors to alert the recipe owner. This allows the recipe owner to review and retry the failed job if necessary.

Configuring the Stop step's error message. Example recipe (opens new window)

Handle errors control statement

The Handle errors control statement allows you to monitor actions for errors, similar to the try/catch concept in programming. When an error occurs, you can take one of the following actions:

• Retry the actions, such as in the case of temporary errors like network issues.

• Take corrective actions, such as notifying users through email, logging error messages, or undoing operations by deleting partially created records.

This control statement consists of two blocks:

• Monitor block: Add the actions you plan to monitor for errors. If all actions succeed, Workato skips the Error block.
• Error block: If any action in the Monitor block fails, Workato executes the actions in this block. You can configure the Error block to retry the actions in the Monitor block a set number of times, with a defined interval between retries. If all retries fail, the remaining actions in the Error block execute.

Example: Monitor errors block

The following recipe attempts to update a Zendesk organization after searching for it. If no matching Zendesk organization is found, the Update organization action fails.

Recipe using the Monitor block to handle failures when updating Zendesk organizations. Example recipe (opens new window)

In this recipe, the Monitor block checks for errors while attempting to update a Zendesk organization. If the update fails because no matching Zendesk organization is found, the Monitor block catches the failure. Because no auto-retry is configured, the recipe proceeds to the Error block. The Error block creates a new Zendesk organization to resolve the issue and ensure the process completes successfully.

Auto-retry

When using the Error block, you can configure Workato to automatically retry failed actions within the Monitor block. By default, Workato does not retry failed actions. You must manually enable auto-retry to rerun failed actions.

By default, retries are disabled in the Error block.

Workato allows you to configure up to three retry attempts and set the time interval between retries, which can range from one to ten seconds.

Retry configuration fields

You can also define a condition that must be met before Workato retries the actions in the Monitor block. For more information on the available conditions you can use, refer to the Conditions guide.

Configuring the retry condition field. In this example, the actions in the Monitor block are retried only if the error message doesn't contain the 401 error code.

Example: Monitor errors block with retry

If the actions in your Monitor block are likely to fail for temporary reasons, such as network or timeout issues, enabling auto-retry ensures that the recipe attempts the steps again. Workato retries the actions until they succeed or reach the maximum of three attempts.

This recipe builds on the preceding example that updates a Zendesk organization after searching for it. If no matching Zendesk organization is found, the Update organization action fails.

Recipe using auto-retry to recover from failures when updating Zendesk organizations. Example recipe (opens new window)

When the Update organization action fails, the recipe checks whether the error message contains 401. If the error message doesn't contain 401, Workato retries the action at five-second intervals, up to three times. If the error message contains 401, Workato skips the retries because the failure is due to insufficient permissions. In this case, you must correct the permissions in Zendesk to allow the update to succeed.

On error datapills

When you add a Handle errors block to your recipe, Workato generates error-related datapills. These datapills allow you to customize how your recipe handles errors based on details such as the error type, message, and source of the error, including the recipe step, action, or app.

You can use the following datapills to build steps for handling different types of errors. For more information, refer to error handling best practices.

Datapill	Description
Error type	The type of error that occurred.
Error message	A message describing the error.
Retry count	The number of times Workato tried to rerun the actions in the handle errors block.
Error UUID	The Universally Unique Identifier (UUID) of the error. This is a 128-bit label used to identify the error.
Errored step number	The step on which the error occurred.
Errored app	The app that caused the error.
Errored action	The action on which the error occurred.