Test Action for Integration Steps
Overview
The Test Action feature allows you to validate integration steps directly within the Workflow Builder. By clicking the Test Action button on any external application action, you can execute a live API call using your actual connected account credentials and input values. The system displays the results in a side panel, showing both the data sent and the response received from the provider. Successful tests enable you to lock the response structure, making all its fields available for use in subsequent workflow steps.
Before You Begin
Ensure the following prerequisites are met before testing:
- A connected account is selected for the integration step.
- All required input fields are populated with valid values or workflow variables.
- Any custom values referenced from earlier steps have been resolved through previous tests or saved samples.
- Your network allows outbound API calls, and the external service is accessible.
Running a Test
Step 1: Configure the Action
Open your workflow and select the integration action you wish to test. Choose the appropriate app and action type, then map all required inputs using fixed values or dynamic references.
Step 2: Initiate the Test
Click the Test Action button on the action card once it becomes enabled. A drawer will appear on the right, showing the test progress.
Step 3: Acknowledge Side Effects
For actions that create or modify data externally, a confirmation dialog will appear. Confirm to proceed with the live test or cancel to avoid changes.
Step 4: Review Results
After the test completes, inspect the Data In section to verify the payload sent and the Data Out section to see the provider's response. Key data points are highlighted above the raw JSON. For successful tests, use the "Use this as sample" button to save the response schema.
Step 5: Save and Continue
Save the action configuration. The locked schema now allows downstream steps to reference any field from the response. If the test failed, address the highlighted issues and retest.
Understanding the Test Drawer
The test results panel includes:
- A status header indicating success or failure, along with the HTTP status code and call duration.
- The Data In pane, showing the resolved values sent to the external service.
- The Data Out pane, displaying the raw response with important fields summarized and the full JSON expandable for detail.
Use this information to validate integration behavior and ensure data flows correctly through your workflow.