Add a Flow

A flow moves data. To create a flow, you need to define the trigger, the steps required to launch actions and move data, the flow configuration, and the data going into the flow. For more information about flow requirements, see Flow Components.

Before you start designing your flow, think about what you want to accomplish with it and what kind of data you will be handling. Review these Best Practices for Flow Design. Once you have a good idea of what your flow needs to do, then you can start assembling the components.

Note: One of the requirements for a flow to run is that the Is Active setting must be toggled on.

Next, you can Add Flow Steps or Add a Trigger to continue setting up your flow.