Getting started

From zero to your first running workflow in about 10 minutes.

What you need

• WordPress 6.5 or newer.
• PHP 8.1 or newer.
• A WP-PFWorkflow license key (you bought one — if not, see pricing).
• Admin access to the WP site where you want to install it.

Optional for the example below:

• A WooCommerce store (to use a WooCommerce trigger).
• An OpenAI API key (to use the AI node).

1. Install the plugin

From your customer dashboard:

1. Find the WP-PFWorkflow license in your list.
2. Click Generate download link. The page shows a URL valid for 24 hours.
3. Click the URL to download wp-pfworkflow-X.Y.Z.zip.

On your WordPress site:

1. Go to Plugins → Add New → Upload Plugin.
2. Choose the .zip file you just downloaded and click Install Now.
3. Click Activate Plugin.

You will see a new top-level menu item in wp-admin: Setyenv.

2. Activate your license

1. Go to Setyenv → Settings.
2. Paste your license key (format PFW-XXXX-XXXX-XXXX-XXXX-XXXX).
3. Click Activate.

The plugin checks the key against setyenv.com and stores a per-site token. From now on every API check happens with that token; you only ever need to type the license key once per site.

3. Build your first workflow

1. Setyenv → Workflows → Add New.
2. Give it a name, e.g. "Thank big WooCommerce orders".
3. Click the empty canvas; the node library opens on the right.
4. Drag Triggers → WooCommerce → Order paid onto the canvas.
5. Drag Workflow → Condition below it; connect the trigger's output to the condition's input.
6. Configure the condition: Total ≥ 200. The condition has two output handles: true and false.
7. Drag AI → OpenAI: Chat completion to the right of the condition; connect the true output to it.
8. Configure the AI node with your OpenAI key (if you don't have a Connection set up yet, the node opens an inline form to create one). Use this prompt: "Write a 2-sentence thank-you note for a customer who just spent {{trigger.order_total}} EUR. Reference their first name: {{trigger.customer_first_name}}.".
9. Drag Email → Send email below the AI node; connect them. Configure: To = {{trigger.customer_email}}, Subject = "Thanks for your order", Body = {{ai.completion}}.
10. Click Save at the top right.

That is your first workflow. Saved as a draft, not activated yet.

4. Test it once before going live

The button Test run at the top right opens a dialog where you can paste a fake trigger payload (the JSON the engine would receive if a real WooCommerce order fired). Use it to confirm the logic runs end-to-end without waiting for a real order.

The execution timeline opens in a side panel showing every node with its inputs and outputs. If anything fails, the failed node is highlighted in red with the error message — you can fix and re-run.

5. Activate

When the test run is green, click Activate at the top right. The toggle goes from grey to green. The next real WooCommerce order over 200 EUR triggers the workflow. You can see all real executions under Setyenv → Executions.

What to do next

• Read Concepts so you understand what "trigger", "execution", "connection" really mean in this engine.
• Browse the Nodes catalog to see what is available beyond the example above.
• If a workflow fails in production, the Troubleshooting page lists the most common errors and their fixes.