Create Your First Runbook
Step-by-step guide to creating your first runbook in iPaaS for automating integrations and workflows.
🚀 Request Creation from Webhook Payload
This guide walks you through creating a solution and configuring a runbook to create requests using a JSON payload received via a webhook.
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🧩 Step 1: Create a Solution
- Navigate to the Solutions page
- Click + New Solution
In the popup:
- Enter Name (required)
- Enter Description (optional)
- Click Save
✅ Once saved:
- The solution is created
- You will be redirected to the Runbook page
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⚙️ Step 2: Create a Runbook
- Click + New Runbook
Provide:
- Runbook Name
- Description
- Click Save
✅ You will be redirected to the Designer page, where you can build your workflow.
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🔔 Step 3: Add a Trigger
- Click + Select Trigger
From the list of available applications:
- Select JSON Endpoint
- Click Select
✅ Once selected:
- A JSON Endpoint connection will be created automatically
- It will be available under the Connections page as an Inbound connection
👉 You will then be redirected to the Trigger Selection page
- Choose JSON Endpoint Trigger
✅ The trigger will now be added to the Designer
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🧾 Step 4: Configure JSON Payload (Body Schema)
- Click on the JSON Endpoint trigger to open the configuration panel
⚠️ Important:
The Body Schema is mandatory — it defines the structure of the incoming webhook payload.
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Option 1: Add Fields Manually
- Click + Add Field
Configure:
- Field Label
- Field ID
- Type (e.g., string, number, boolean)
Additional Settings:
- Mark fields as Required (for validation)
- Add default values if needed
- Configure advanced options
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Option 2: Import JSON Sample (Recommended)
- Click the three-dot menu (⋯) in the Body Schema section
- Select Import JSON Sample
- Upload a sample JSON file
- Click Generate Schema
✅ You will be redirected to the YAML schema view
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🧪 Step 5: Validate & Save Schema
- Review the generated schema carefully
- Click Save Changes
🔍 Validation:
- Any errors in the schema will be highlighted
- Fix any issues before saving
✅ If no errors are present:
- The JSON Endpoint trigger configuration is complete