How do I create a new Flow?

Quick Overview

(Detailed instructions below)
Click on the green 'Add New Flow' icon.
1/5
Click on the first box to select the trigger.
2/5
Select the trigger from the drop down menu.
3/5
Choose processes from below and drag them to the flow window.
4/5
Congratulations, you have created a flow!
5/5

Detailed Instructions

1. Click on the green Add New Flow icon.

2. Click on the first box to Select the trigger.

Click on the first box to Select the trigger.

2.1. Select the trigger from the drop down menu.

Select the trigger from the drop down menu.
  • Manual - The flow will only run if you manually trigger it.
  • Scheduled - The flow runs at a specified time.
  • Data Event - The flow will run when a certain criteria is met within the data.
  • Form Submission - The flow will run whenever a form has been submitted to the table.
  • Flow Completion - The flow will run when another flow finishes.

3. Choose a process from below and drag it up to the flow window. Repeat as necessary.

Choose a process from below and drag it up to the flow window. Repeat as necessary.

4. Congratulations, you have created a flow!