Building Blocks of a Workflow

Workflows in the XYB Console let you define how processes should unfold across the platform, whether it’s orchestrating payment logic, reacting to internal events, or automating task actions. Each workflow is designed visually, using an intuitive interface, and composed of modular building blocks called nodes.


Getting Started

To begin, navigate to the Workflows section and click + New Workflow.

You’ll be prompted to:

  • Enter a workflow name (e.g., Standard Outbound Payment)

  • Optionally customize a reference (used to programmatically identify this workflow)

  • Add a description that outlines the workflow’s purpose

Once created, you’ll be taken to a blank visual canvas, which begins with a single Start node.


Workflow Canvas and Nodes

The workflow canvas is where you visually construct your process by connecting nodes that represent actions, conditions, or states. Each node is connected with arrows to define how data or execution flows from one step to the next.

Learn more about:

Start & End Nodes

Trigger Nodes in Workflows

Task and Condition Nodes

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