Create a Flow

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 Flows.

Before you start designing your flow, think about 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, then you can start assembling the 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 Configs

2. Test a Flow

3. Troubleshoot a Flow

4. Revise a Flow

<< Return to Design a Flow  |  Add a Flow >>