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In this step we will create a workflow, which will connect the apps we registered in the previous step.

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.

  • Select “From scratch” if you prefer to build your workflow from a blank starting point.

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.)

 

 

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