Building an automation flow

Automation flows are used to build processes that run in the background of your application, without any user interaction. They are started by triggers and can help you extensively automate any processes.

How to build an automation flow

  1. Go to design and then automation flows:
    Automation flows

  2. Click the add button:
    Add button

  3. A new automation flow is now created and opened. Start by giving it a good name, by clicking the edit icon:
    Edit automation flow name

  4. You can now enter a new name for the flow, for example Send email alert for new users.

  5. The first thing to do for your automation flow is to add a trigger, by clicking the add button:
    Add button

  6. You will now have to select the type of trigger to use:
    Add trigger

  7. For this example we will use a data trigger. You can read more about data triggers, scheduled triggers and connection triggers to gain a deeper understanding of what they do.

  8. In the next step we select the built-in data item User and after that, the action When a User is added. Now our trigger appears in the automation flow:
    Data trigger

  9. Click the green add button connected to the arrow to start building your flow. In this example, we will add a flow part:
    Add flow part

  10. In this example we will choose a flow part we made specifically for this automation flow, called Send notification email for new user. If your user flow requires inputs, you will have to specify them. You can use all values that are available in the automation flow, such as the added data item, in our case a User, and its properties:
    Automation flow value

  11. After you add a flow part, it is shown in the automation flow:
    End automation flow

  12. The final step is then to add an end to the automation flow. Click the green add button again at the end of the arrow and choose End the automation flow:
    End automation flow

  13. The end of the automation flow is added, and the automation flow is completed:
    Complete automation flow

  14. Exit add mode by clicking the add button again:
    Add button