Planning a custom API workflow
3 min read
Updated Apr 14, 2026
Custom API work succeeds when the desired flow is concrete. Instead of asking for a vague integration, start with the exact event, system, and payload outcome you need.
Before you begin
A specific downstream system
A defined trigger such as send, completion, or export
A technical owner who can describe the consuming workflow
Name the source event
Decide which part of the workflow should trigger the integration: draft creation, send, completion, audit export, or another event.
The clearer the trigger, the easier the solution design.
Name the target outcome
Define what the receiving system should get and what it should do next.
Good integration planning is about outcomes, not just transport.
Bundle the operational constraints
Include security expectations, artifact needs, and timing requirements up front.
That prevents a technically correct integration from failing organizationally.
Pro Tips
Describe one workflow first instead of describing every possible future one.
State whether the destination needs artifacts, metadata, or both.
Include who will own support if the integration fails later.
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