Create a Flow

You must have the Flow Author account role to create a flow.

You can create a flow from Workspace > Flows by selecting + Add Flow. You have two options when adding a flow:

• Create New: Create a new flow from scratch.

• Add Existing: Copy an existing flow created and owned by your account.

Before building your flow, consider what you want to accomplish with it and what kind of data you will handle. Review the Best Practices for Flow Design. Once you have a good idea of what your flow needs to do, you can start building the necessary components.

1. Add a Flow

2. Add a Trigger

3. Add Flow Steps

After you create your flow, you can do the following:

1. Set Up Flow Configurations. For more information, see Use Configurations in Flows.

2. Test a Flow

3. Troubleshoot a Flow

4. Revise a Flow. For more information, see Flow History.

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