Creating a flow

As outlined in the previous section, a flow represents a business process that reacts to events, transforms incoming data, makes decisions, performs actions, stores data, and/or loads data to external systems. The way you create a flow is pretty straightforward.

Before you start creating a flow, we recommend having a specific business logic or a use case in mind. This way, you'll be able to easily choose between different utilities and applications and create a meaningful flow.

Once you're ready, visit the visual drag&drop designer and choose the utility or application from the left panel. Drag the so-called component and drop it to the blank canvas. Thus, you'll start building your business logic.

Notice that once you drop the component to the canvas, a panel on the left shows up. Here, you need to choose the trigger or action.

Trigger represents an event that starts the flow, e.g. form fill-out. Action, on the other hand, represents the event that occurs after the trigger fires, e.g. send an email.

You can use an unlimited number of components in a single flow and, thus, build complex business logic for internal or external use cases.

After you've finalised the setup, make sure to click the "Start Flow" button to activate the flow. Otherwise, the flow remains inactive.

In the next section, you'll learn how to share a flow.

Last updated