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 the top right corner:
A pop-up box will appear giving you two options for how to create the workflow:
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.