Step 2: Adding a workflow

The second step in the Workflow Wizard is adding a workflow, which are the integrations that automate a process, such as transferring or synchronizing data records between two applications.

Each pair of apps has one or more workflows available. To choose your workflow, simply tick the box to the right of the workflow name to select this workflow.

Open

You are now taken to Step 3 in the wizard, Customization.

Note: If there are more than one workflow available for your chosen pair of apps, you can use one or more of them, however they must be set up one at a time. 

Tip: To read a short description on what a specific workflow does, place your cursor over the blue What does this do? link next to the app logos and names.