In this article we will describe the process for creating a simple workflow from scratch.
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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) to use in the workflow
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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After clicking the button (“Use single” in our case, otherwise labeled “Connect”) you will be presented with the workflow editor.
In the next steps, we will:
Add the blocks that we need
Configure the blocks for our purpose
Configure the mapping
Adding blocks
Next we will add the blocks that will make up the workflow logic.
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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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