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WorkflowsWorkflow Deployment

Workflow Deployment

Deploy workflows safely and efficiently across environments. This guide covers best practices for moving workflows from development to production while maintaining reliability and enabling quick rollbacks.

Safe Deployments

Test thoroughly before going live and maintain rollback capabilities

Version Control

Track changes, compare versions, and restore previous states

Team Collaboration

Enable multiple team members to work together safely


Why Deployment Matters

Workflow deployment is the process of moving workflows from development to production. A structured approach helps you:

Test Before Impact

Validate workflows thoroughly before they affect live operations

Maintain Consistency

Keep configurations aligned across all environments

Track Changes

Monitor versions and understand what changed when

Enable Rollbacks

Quickly revert if issues occur in production

Support Teams

Allow multiple people to collaborate safely


Deployment Environments

Wakflo supports multiple environments to separate development work from live operations.

Development
  • Build and test new workflows
  • Experiment safely
  • Sandbox integrations
  • No impact on live data
Staging
  • Pre-production validation
  • Mirrors production setup
  • Realistic data testing
  • User acceptance testing
Production
  • Live business environment
  • Real system connections
  • Actual business data
  • Strict change control
💼

Environment separation is available on Business and Enterprise plans. Contact sales to enable multiple environments.


Deployment Methods

Choose the deployment method that best fits your team’s workflow and requirements.

Manual Deployment

Manual Deployment

Export workflows from one environment and import them into another—perfect for small teams or simple deployments.

Export workflow

In the source environment, click the workflow menu ⋮ and select “Export”

Save the file

Download the JSON file to your computer

Import workflow

In the target environment, go to Workflows → “Import Workflow”

Upload file

Select your exported file and click “Import”

Configure connections

Update environment-specific settings and connections

💡

Git integration enables infrastructure-as-code approaches to workflow management—ideal for teams with DevOps practices.


Version Management

Version Management

Every workflow change creates a new version, giving you complete history and the ability to restore previous states.

Each change creates a new version automatically
View complete version history
Compare versions to see exactly what changed
Restore previous versions when needed
Tag versions with meaningful descriptions

View history

Open a workflow and click “Versions” in the toolbar

Compare versions

Select two versions and click “Compare”

Tag a version

Add meaningful labels and descriptions

Restore

Select a version and click “Restore” to revert

Deploy version

Push a specific version to another environment



Configuration Management

Configuration Management

Manage environment-specific settings effectively to ensure smooth deployments.

Environment Variables

Store environment-specific values

Connection Management

Separate configurations per environment

Secrets Handling

Securely manage credentials

Config Mapping

Auto-map during deployment

Environment Variables

VariableDevelopmentStagingProduction
API_ENDPOINTdev-api.example.comstaging-api.example.comapi.example.com
NOTIFICATION_EMAILdev-team@example.comtest-team@example.comsupport@example.com
INVENTORY_THRESHOLD51025

Post-Deployment Validation

After deployment, validate that everything is working correctly before considering it complete.

Validation Checklist
Workflow is activated and enabled
All integrations properly connected
Triggers receiving events correctly
First executions running successfully
Data flowing correctly between steps
Notifications and alerts configured
Error logs checked for warnings
Performance meets expectations
Monitoring dashboards updated

Rollback Procedures

Sometimes deployments don’t go as planned. Know when and how to roll back quickly.

Critical Issues - Roll Back Immediately
  • Workflow failures affecting operations
  • Data integrity issues
  • Security vulnerabilities
  • Performance degradation
Non-Critical - Consider Fix Forward
  • Minor bugs not affecting core functions
  • UI or formatting issues
  • Non-essential features not working
  • Issues with easy workarounds

Assess impact

Determine severity and whether rollback is necessary

Disable if critical

Immediately disable the workflow if the issue is severe

Notify stakeholders

Inform team members and affected users

Restore previous version

Roll back through version history

Verify rollback

Confirm previous version works correctly

Document the issue

Record what happened and root cause

⚠️

Always have a tested rollback plan ready before deploying major changes. Don’t wait until you need it to figure out how it works.


Best Practices

Test Thoroughly

Validate in staging before production deployment

Minimize Downtime

Use blue/green or canary deployments

Monitor Closely

Watch for issues during and after deployment

Document Everything

Maintain clear deployment documentation

Automate Where Possible

Reduce manual deployment steps

Version Everything

Tag and version all deployments


Common Challenges

Environment Configuration Differences

Challenge

Workflows behave differently across environments due to configuration differences

Solutions
  • Use environment variables for all environment-specific values
  • Document configurations for each environment
  • Implement configuration validation during deployment

Dependency Management

Challenge

Managing dependencies between workflows during deployment

Solutions
  • Document workflow dependencies clearly
  • Deploy related workflows together as a unit
  • Use versioned references between workflows

In-Progress Executions

Challenge

Handling in-progress workflow executions during deployment

Solutions
  • Schedule deployments during low-activity periods
  • Let in-progress executions complete on old version
  • Use blue/green deployment for smooth transitions

Keep Learning

Explore related topics to build a complete deployment strategy.

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