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1) Select the workflow template

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  1. In the Applications list, click the app types, and select which registered app to use (if more than one).
    Do this for all the application types the workflow template uses.

  2. Click “Set Applications”

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3) Configure the workflow

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In the Applications list, select which of the apps registered on your account you want to connect.

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Select the workflow template you want to use

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You will now be presented with the actual workflow, which consist of blocks of logic.

Workflow templates are usually mostly pre-configured, but there may be some values

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  1. Give the workflow a descriptive name.

  2. Highlight each of the blocks in the middle of the canvas, and look under “Working Area” for any mandatory fields marked with a red star * or other configurable fields that need to be changed for your use case.

  3. Click the save icon to save your workflow.

The workflow is now configured and ready for use. Next we will see how to run the workflow.