Creating a Workflow


Workflows provide us with the flexibility of creating integrations that fit our use case needs without have to enter the connection credentials for our applications multiple times.

Step 1 - Login

Make sure you're logged into your account, click this link here /login

Step 2 - Browse to the Integrations page

Navigate to the /integrations area. Here you'll see all of the different integration types that you can connect to.

Step 3 - Browse to the Automation Builder page

Navigate to the [/workflows](Automation Builder) area. Here you'll see a list of the different workflows that you've created.

Step 4 - Add New Workflow

Click the [/workflows/create](Add New Workflow) button.

Step 5 - Enter the name of your Workflow

You can change this later. I suggest you enter the name of your audience and the name of your connected app for reference.

Step 6 - Drag the Audience Trigger onto the screen

You'll see the Audience Trigger on the left menu. Click and drag it onto the workflow area.

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Step 7 - Drag the Connected App onto the screen

You'll see the Connected App on the left menu. Click and drag it onto the workflow area.

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Step 8 - Drag a connecting line between the two boxes

Click the small bubble on the right side of the Audience Trigger and drag the line to the small bubble on the left side of the connected app box.

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Step 9 - Specify your audience

Click on the Target audience and choose from the audience dropdown. This will allow you to select the audience you want for this integration.

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Step 9 - Specify your Connected App

Click on the Connected App and choose from the connections dropdown. This will allow you to select the connection you want for this integration.

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You're connected!

This is the last step in sending your audience through an integration. You can create as many different integrations as you'd like. To understand exactly how you'll receive the data, be sure to refer to the integration specific documentation.