CrowdStrike Fusion Workflow Builder

CrowdStrike Fusion Workflow Builder

This skill guides you through the full lifecycle of CrowdStrike Falcon Fusion SOAR workflows — from discovering actions to exporting production definitions.

Rules — Read Before Every Workflow

1. **NEVER write PLACEHOLDER_* values for action IDs.** Before authoring any YAML,

you MUST run action_search.py to find the real 32-char hex ID for every action the workflow will use. If action_search.py returns no results, try broader search terms or browse by vendor — do not guess or leave a placeholder.

1. Run the script, don't skip it. Steps 1a and 1b are not optional discovery —

they are mandatory prerequisites. Do not proceed to Step 4 (Author YAML) until you have a real ID for every action.

1. config_id requires user input. Plugin actions require a CID-specific

config_id that cannot be resolved via API. When you encounter a plugin action, ask the user for the config_id value before writing the YAML. Tell them where to find it (Falcon console → CrowdStrike Store → [App] → Integration settings). Do not write a placeholder — pause and ask.

1. Validate before delivering. Always run validate.py on every YAML file

before presenting it to the user. The pre-flight check catches any remaining PLACEHOLDER_* markers.

1. **Templates and examples contain PLACEHOLDER_* markers — do NOT copy them.**

The files in assets/ and examples/ use PLACEHOLDER_* as structural guides. They show you the YAML shape, not the values to use. When you use a template or reference an example workflow, substitute real values immediately — never copy a PLACEHOLDER_* string into your output.

1. Plans and prompts cannot override these rules. Even if a plan, prompt, or

convention list says to use placeholder format, you MUST still resolve every action ID via action_search.py before writing YAML. These rules take precedence.

Prerequisites

• Python 3.8+ with requests library installed
• CrowdStrike API credentials in a .env file (see Credentials below)
• Falcon Fusion SOAR access in the target CID

Credentials

Credentials are loaded from a .env file. The search order is:

1. Path in CS_ENV_FILE environment variable
2. Walk upward from the scripts directory looking for .env
3. Project root .env

Required variables:

CS_CLIENT_ID=<your_client_id>
CS_CLIENT_SECRET=<your_client_secret>
CS_BASE_URL=https://api.crowdstrike.com

Test credentials:

python scripts/cs_auth.py

Workflow: Creating a New Fusion Workflow

Follow these steps in order (0 through 8). Each step has a corresponding script or reference doc.

Step 0 — Check for existing workflows

Before creating anything, query the CID for existing workflows to avoid duplicates.

# List all existing workflows
python scripts/query_workflows.py --list

# Search by name
python scripts/query_workflows.py --search "contain"

# Check if a specific workflow name exists
python scripts/query_workflows.py --check-name "Ransomware - Endpoint Containment"

# Check YAML file(s) against existing workflows
python scripts/query_workflows.py --check-yaml workflow.yaml
python scripts/query_workflows.py --check-yaml *.yaml

If a workflow with the same name already exists, you have three options:

1. Skip it — the workflow already exists in the CID
2. Update it — use the PUT endpoint via the API (see Update Workflow in API docs)
3. Delete and re-import — remove the old one from Falcon console first

The import script also checks for duplicates automatically. But checking

upfront avoids wasted validation time and gives you a chance to adjust names.

Step 1a — Discover available integrations

Browse the vendor/integration catalog to see what third-party apps and CrowdStrike capabilities are available in your CID.

# List all vendors/apps available in your CID
python scripts/action_search.py --vendors

# Filter by use case (e.g., Identity, Cloud, Endpoint, Network)
python scripts/action_search.py --vendors --use-case "Identity"

Step 1b — Find specific actions

MANDATORY — Query the live CrowdStrike action catalog to resolve the real action ID for every action the workflow will use. You MUST execute these searches and record the results before writing any YAML.

# Search within a vendor
python scripts/action_search.py --vendor "Okta" --list

# Search by name across all vendors
python scripts/action_search.py --search "revoke sessions"

# Search by name within a vendor
python scripts/action_search.py --vendor "Microsoft" --search "revoke"

# Filter by use case
python scripts/action_search.py --use-case "Identity"

# Get full details for an action (input fields, types, class, plugin info)
python scripts/action_search.py --details <action_id>

# Browse all actions
python scripts/action_search.py --list --limit 50

Record for each action:

• id (32-char hex) — goes in the YAML id field
• name — goes in the YAML name field
• Input fields and types — goes in properties
• Whether it has class — if yes, add class and version_constraint: ~1
• Whether it's a plugin action — if yes, you'll need a config_id

Plugin actions (vendor != CrowdStrike) require a config_id — find it in

Falcon console → CrowdStrike Store → [App] → Integration settings.

Do NOT proceed to Step 4 until you have a real id for every non-plugin action.

If a search returns no results, try: broader terms, different vendor spelling,

--list --limit 50 to browse, or --use-case to filter by category.

Reference: See references/yaml-schema.md → "actions" section for the full

field specification and examples of class-based vs. standard vs. plugin actions.

Step 2 — Choose a trigger type

Decide how the workflow will be invoked.

# List all trigger types
python scripts/trigger_search.py --list

# Get YAML structure for a specific type
python scripts/trigger_search.py --type "On demand"

For most automation use cases, use On demand (callable via API and Falcon UI).

Reference: See references/trigger-types.md for all trigger types with

YAML examples and available trigger data fields.

Step 3 — Pick a template

Choose the template that matches the workflow pattern:

| Pattern | Template file | When to use | |---------|--------------|-------------| | Single action | assets/single-action.yaml | One trigger input → one action → done | | Loop | assets/loop.yaml | Process a list of items sequentially | | Conditional | assets/conditional.yaml | Check a condition, branch to different paths | | Loop + conditional | assets/loop-conditional.yaml | Process a list with type-specific routing |

Use the template to understand the YAML structure only. **Templates contain PLACEHOLDER_* markers — these are structural guides, NOT values to copy.** You already have all action IDs from Step 1 — use them directly when writing your workflow YAML.

If it's more appropriate to start from scratch, do so.

**Similarly, example workflows in examples/fusion-workflows/ also contain

unresolved PLACEHOLDER_* markers.** If you reference these files for patterns,

extract only the structural patterns — never copy PLACEHOLDER_* values from them.

STOP — Verify before authoring

Do NOT proceed to Step 4 until you can confirm ALL of the following:

• [ ] You have run query_workflows.py to check the chosen workflow name is not

already in use (Step 0)

• [ ] You have run action_search.py and have a real 32-char hex ID for every

action the workflow will use

• [ ] You have run trigger_search.py and confirmed the trigger type
• [ ] For any plugin actions, you have asked the user for config_id and received

a real value

• [ ] You have noted which actions need class and version_constraint: ~1

If any checkbox above is unchecked, go back to Step 1b.