Workflows

What is a workflow?

Workflows, made up of actions and triggers, are the main component of Rewst's automated business processes. They gather relevant data from integrated tools such as a PSA or RMM, process it using conditional logic, and execute automated actions relating to that data. Workflows are the key to unlocking automation in Rewst.

Crates contain pre-built workflows. Workflows can also be built from scratch, or edited to match your custom needs.

We recommend you only edit the pre-built workflows that come in Crates after taking our courses in Cluck University. This is a more advanced way to use Rewst.

Before building any workflow, remember to sketch out what you'd like the workflow to look like, and identify the trigger that will kick it off.

As of mid 2025, Rewst also offers kits. A kit is a collection of pre-built, pre-defined actions that provide a quick start to setting up solutions to specific business needs, or to demonstrate all available actions within a given integration. For example, if you have a Halo PSA kit, there will be actions or automations Rewst has identified that are smaller use cases compared to our larger Crates.

Kits are a newer feature of our Crate Marketplace. Check back as the collection grows. See our up-to-date list of available kits here.

Why build workflows?

While the pre-built workflows in Crates are the quickest way to get started, a workflow built custom to your situation can offer powerful, personalized efficiency measures that fit your particular MSP and customer needs.

Find and use workflows in Rewst

Access workflows in the Rewst platform by navigating to Automations > Workflows in the left side menu. Click Create Workflow to create a new workflow from scratch.

The workflows list page, without any filters applied

The list of workflows that appears in the center of your workflows list screen will include both the workflows you create and the workflows unpacked from Crates. As you continue to set up automation in Rewst, this list can grow quite a bit. The Updated At, Updated By, Attributes, and Tags columns each offer the option to filter your results by relevant criteria, with attributes and tags filters operating for both inclusion and exclusion of desired parameters. Use Search in the top center of your screen to find a particular workflow, and the icon to the right to choose which columns you'd like to see in your workflows list.

Rewst will notify you when we make changes to actions that affect your workflows. These notifications will appear in the workflows page. Learn more about those notifications in our documentation for our action version log. Once you create a workflow, you'll be taken to the Workflow Builder, a Canvas for assembling your workflows. See our documentation for how to use the Workflow Builder here.

Synced versus unsynced workflows

Synced workflows unpacked from Crates can't be edited, and automatically update when Rewst makes changes. You have the option to unsync a workflow, which can be useful for using a Crate workflow as a building block for creating your own customized workflow. For more on synced workflows, including how to identify them, see our documentation on Crates and syntonization here.

View specific workflow results

The general results page will show you the results of every workflow that has run in your organization. Apply a date range filter to view execution results from a specific time period, up to 30 days prior.

To see all results for a specific workflow, you can do the following:

1. Navigate to Automations > Workflows.

2. Search for the specific workflow.

3. Select in the far right corner for that specific workflow. This will take you to a new page that will show all the results of that workflow.

When you delete the result of a workflow, consider it to be fully deleted. Only delete results when you are confident that they will not be needed. The result will remain in Rewst's database backup snapshots for a short length of time until it is past the retention period, at which point it will be purged. Meta data and stats about the deleted workflow execution remain in the system. Deleting a workflow execution will not affect time saved or remove time saved.

View triggers for a specific workflow

From the workflows page, you can view triggers associated with each workflow, without leaving that page. Hover over the workflow's triggers count in the Attributes column to see a list of every trigger linked to your workflow, and toggle each on or off to suit your needs.

The dialog that appears when hovering over trigger counts

Export and import workflows

You can export a workflow to share with other Rewst customers, or create your own hard copies of workflow backups. To export a workflow as a JSON bundle, navigate to the Workflow Builder Canvas and find the export option under the Workflow Options menu.

To import a workflow bundled as a JSON file, click Import Bundle in the top right navigation bar of the workflows page. Then, drag and drop your file into the upload dialog that appears.

Subworkflows

A subworkflow is a workflow that is also a part of another workflow. In Rewst, every automation can function as either a larger executing workflow or a smaller subworkflow. Subworkflows help you simplify complex processes, reuse logic, and manage error handling and data gathering cleanly in your Rewst automations. You can create your own subworkflows, or use one of our pre-built subworkflows, cataloged in this section of our documentation site.

In the example below, you have a main workflow called Create Ticket. In it, you choose which PSA the organization has. Once that has been decided, you then go to a subworkflow, which encompasses the actual creation of the ticket. Note the light teal border and icon on the action, denoting that it is a subworkflow.

Click ⋮ on a subworkflow to navigate directly to it or delete it from the Canvas. You can also view subworkflows on the main workflow page, indicated by the green Subworkflow button under the Attributes column. Clicking will reveal which workflow the subworkflow is a part of.

An example of subworkflows, flowing out of a larger executing workflow

The Subworkflow button, under the Attributes column of the workflows list page

To create your own subworkflow from scratch, simply create a new workflow in the Workflow Builder and publish it. That new workflow will appear in the Workflows section of the Workflow Builder's actions menu, and you can drag it onto any other Workflow Builder canvas to be used as a subworkflow.

Remember, subworkflows will appear on your Workflow Builder canvas with a teal color to help you keep track of your action types.

There are a few reasons to set up subworkflows.

• Ensure a tidy workflow. Rather than having 20 steps per PSA on a single workflow, we can split it up for convenience and ease of understanding.

• When addressing various objects, the equivalent of a for each, we can pass all of the objects to a sub-workflow and get the output back of each object.

• Run logic inside a subworkflow to isolate errors, apply retry or skip logic, and handle failures cleanly while using with items, without failing your parent workflow.

  • This is typically the best method for using with items loops inside Rewst. This allows you to run checks and balances on each iteration to prevent or handle possible failures on a per-item basis.

• Subworkflows allow you to write a workflow once and reuse it multiple times. Subworkflows also accept parameters, making them adaptable for different use cases.

• Smaller, self-contained workflows are easier to test and debug individually.

Configure the subworkflow inputs and output

1. Click ⋮ > Open Subworkflow on the dragged subworkflow to open it in the Workflow Builder Canvas.

2. Click to open the workflow settings.

3. Configure which data comes into the subworkflow, and which data you want returned to the parent workflow upon completion— your inputs and outputs. There are a variety of input types, which will differ depending on your subworkflow.

An example of the Input tab of a subworkflow's workflow settings

Workflow wrapper is an informal term sometimes used colloquially by the ROC to describe a situation where a primary workflow is used in a separate workflow as a subworkflow. More information on workflow wrappers can be found here.

Enable publish results in the parent workflow

This setting publishes the configured output, allowing your parent workflow to use the results of the subworkflow immediately.

1. Find your desired subworkflow in the Workflows actions menu in the left side of the Workflow Builder.

2. Drag your subworkflow from the actions list to the Workflow Builder Canvas within your parent workflow.

3. Click on the subworkflow to open its settings in the right side menu.

4. Enter sub_wf_results in the Publish Results As field.

5. Click Deploy.

Access subworkflow data

Results for subworkflows are nested inside published results for workflows. For example, the following Jinja would contain the subworkflow data.

{{ CTX.sub_wf_results.output_data }}

Additional workflow documentation

Workflow builder: How to set up a workflowActionsTask transitionsData aliasesBest practices for designing workflowsAdvanced workflow operations menuData input and output: Input variables and context variablesOption generator workflowsBoolean logic in Rewst workflowsKitsSubworkflows