Building a basic integration flow

This document provides a step-by-step instruction on creating a basic Integration Flow. It is intended for platform users who have little to no experience in Flow creation. The instruction includes the following sections: configuring trigger and configuring action steps.

Configuring Trigger

The first step of an Integration Flow is called an initial trigger. Its job is to trigger the running Flow execution. Some components can be used for a trigger, for example: Node.js, Webhook Component, Simple Trigger, etc.

For the first step, the list of available Components is limited to those that can be a trigger, so you can’t go wrong. In this instruction we will use Simple Trigger as an example of the first step.

To start the creation of our Flow, go to the navigational menu, select your Workspace and either click “Add new flow” on the dashboard:

Workspace - add new flow

OR go to Flows and click “Add New Flow”:

Flows - add new flow

This brings you to Designer page. Let’s start with naming your Flow (1), which is optional, and adding the initial trigger (2):

Designer page - add initial trigger

The platform prompts you to setup the first step. First you can select the Component you want to use by using search bar or Component list. We want to use Simple Trigger, so we will start typing “simple” to the search bar (1), and find it faster. Then select it (2) and click “Choose Simple trigger” (3):

Setup the first step

The next step is data sample retrieval. You can read about data samples here. Click “Retrieve sample from Simple trigger” (1), then “Continue” (2) will become active on success.

Data sample retrieval

Then click “Continue” to proceed:

Data sample retrieval - Continue

In the next tab you may change a name (1), add a description if you want (2), and click “Finish step” (3) to finalize the initial trigger:

Data sample retrieval - Finish Step

Configuring Action Steps

As our initial trigger is ready, let’s proceed with the second step, which is an action triggered by the first step. To start configuring the action, click “Add a new action”:

Configuring Action Steps - Add a new action

Again, we’re prompted to setup the step, similar to the first one. We’re going to use Email Component for our third step, so let’s start typing into the search bar (1). Select the component (2) and click “Choose Email” (3):

Choose Email

Email Component sends an email when triggered, so you should just fill in the details as you would for an email. After you’ve entered all the data, click “Continue”:

Configure input

Next, you retrieve a data sample (1) and click “Continue” (2):

Retrieve a data sample

Finally, you can change a name (1), may add a description (2) and click “Finish step” (3):

Summary - Finish step

To publish the Flow draft and be able to run the Flow, click the corresponding button:

Publish the Flow draft

Congratulations! You Flow has been published, and it’s ready to run. You can run it (1), edit it (2) or delete it (3) using the corresponding buttons:

Run, edit, or delete a flow