Prerequisites

Before you begin, make sure you have:

A NexusAI account (free to create — sign up here)
Access to at least one of your team's tools (Slack, Gmail, Salesforce, etc.)
5–10 minutes to spare

ℹ️No code required. This guide doesn't require any programming knowledge. Everything is done through the NexusAI dashboard.

Step 1 — Connect an Integration

Navigate to Integrations → Browse in your dashboard. Search for the tool you want to connect and click Connect. You'll be redirected to authorize NexusAI to access that tool.

NexusAI only requests the minimum permissions needed. You can review and revoke access at any time from Settings.

✓500+ integrations available. If your tool isn't listed, use our Webhook integration to connect anything with an API.

Step 2 — Create Your First Workflow

Click New Workflow in the top right of your dashboard. You'll see two options:

✨

AI Generate

Describe what you want in plain English and let NexusAI build it for you.

🔧

Build Manually

Start with a blank canvas and drag in triggers, actions, and conditions.

📋

Use a Template

Start from one of 200+ pre-built templates for common use cases.

📥

Import

Import an existing workflow from a JSON file or from Zapier/Make.

Step 3 — Add a Trigger

Every workflow starts with a trigger — the event that kicks everything off. Click Add Trigger and choose from:

Schedule — run on a cron schedule (e.g. every Monday at 9am)
Event — fire when something happens in a connected app
Webhook — fire when your app sends an HTTP request to NexusAI
Manual — run on demand from the dashboard or API

Step 4 — Deploy and Test

Once your workflow is built, click Test Run to execute it with sample data. Review the execution log to verify each step behaved as expected.

When you're ready, click Deploy. Your workflow goes live immediately.

⚠️Test before deploying. A test run uses your real connected accounts, but you can use test data to avoid sending real emails or creating real records.

Using the API

Every NexusAI action is also available via REST API. Authenticate with your API key:

bash
# Set your API key
export NEXUS_API_KEY="nxs_your_api_key_here"

# Trigger a workflow run
curl -X POST https://api.nexusai.io/v1/workflows/wf_abc123/run \
  -H "Authorization: Bearer $NEXUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"input": {"name": "Sarah", "email": "sarah@example.com"}}'

API Response

json
{
  "execution_id": "exec_xyz789",
  "workflow_id": "wf_abc123",
  "status": "running",
  "started_at": "2024-11-01T09:00:00Z",
  "input": {
    "name": "Sarah",
    "email": "sarah@example.com"
  }
}

Common Parameters

Parameter	Type	Description
workflow_id	string	The unique ID of the workflow to run
input	object	Input data passed to the workflow's first step
async	boolean	If true, returns immediately without waiting for completion
idempotency_key	string	Prevents duplicate runs if the same request is sent twice

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Quick Start