Getting Started

Features

Tips & tricks

Building your first custom flow part

Automation flows are used to build processes that run in the background of your application, without any user interaction. They are started by triggers and can help you extensively automate any processes. To build an automation flow:

  1. Go to design and then automation flows:
    design-automation-flows
  2. Click the add button:
    add-button
  3. A new automation flow is now created and opened. Start by giving it a good name, by clicking the edit icon:
    edit-automation-flow-name
    You can now enter a new name for the flow, for example Send email alert for new users.
  4. The first thing to do for your automation flow is to add a trigger, by clicking the add button:
    add-button
    You will now have to select the type of trigger to use:
    add-trigger
    For this example we will use a data trigger. You can read more about data triggers, scheduled triggers and connection triggers to gain a deeper understanding of what they do.
  5. In the next step we select the built-in data item User and after that, the action When a User is added. Now our trigger appears in the automation flow:
    data-trigger
  6. Click the green add button connected to the arrow to start building your flow. In this example, we will add a flow part:
    add-flow-part
    In this example we will choose a flow part we made specifically for this automation flow, called Send notification email for new user. If your user flow requires inputs, you will have to specify them. You can use all values that are available in the automation flow, such as the added data item, in our case a User, and its properties:
    automation-flow-values
    After you add a flow part, it is shown in the automation flow:
    automation-flow-flow-part
  7. The final step is then to add an end to the automation flow. Click the green add button again at the end of the arrow and choose End the automation flow:
    end-automation-flow
    The end of the automation flow is added, and the automation flow is completed:
    complete-automation-flow
  8. Exit add mode by clicking the add button again:
    exit-add-mode