Step 2: Creating a workflow
- Arild Fylling (Unlicensed)
- Fredrik Skogvik
- Nathan Bray (Unlicensed)
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 “Add new workflow“ button on the top of the page:
You will be moved to the next page and given 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.)