In this article we will describe the process for creating a simple workflow from scratch.
For demonstration purposes, we will create a simple workflow to synchronize employee records between Talent Manager and Quinyx.
First, choose the two (or more) apps you want to connect in the list on the left:
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| Note |
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It is a good idea to use a test environment when you build a new integration, if your app supports it. See this article for more info: Using a test environment |
On the screen you will have the option to give the workflow a name and description:
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workflow using the “Test” application.
The Test app uses a dummy API, that allow you to GET and POST some data for testing purposes, but without actually changing data.
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If you have never set up a workflow before we encourage you to follow the steps in this guide for practice, to create a simple workflow with the Test app. Since the Test application just uses dummy data there is no risk involved.
To do so:
Add the Test application to your account, as shown previously in step 1.
The Test app does not require any API credentials to be entered - simply add it to your account.Then proceed to create a new workflow from scratch, and copy the steps shown in this article.
1) Select the app(s)
Choose the apps you want to connect in the list on the left.
In our case we will just be using one app, the Test app, both for getting and posting data.
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Click Connect to create the workflow between the two apps:
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If you click the blocks on the canvas, you will see each has settings (under the “Working Area” tab) that allow you to customize how the block works, with some fields being marked as required information, with a red *.
Next we will look at setting up the mapping, using the mapper block.
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