In this step we will create a workflow, which will connect the apps we registered in the previous step.
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A workflow is the integration itself. This is where you define the data to be transferred, how it is mapped between the applications, and how frequently the integration runs. |
To create a workflow go to the Workflows section, and click the + sign in “Add new workflow“ button on the top right cornerof the page:
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You will be moved to the next page and given two options for how to create the workflow:
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Select “From template” if you wish to use a ready-made workflow template. This may not always be available to begin with.
Select “From scratch” if you prefer to build your workflow from a blank starting point.
We will provide a description of both methods.
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For learning purposes we suggest creating a workflow from scratch. Click here to proceed:
Creating a workflow from scratch
(If you instead want to set up a ready-made template you can see this article.)