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Step 2: Creating a workflow
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  • Step 2: Creating a workflow

    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.)

     

     

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