Create Flow
To understand how we can create a flow, it's better to start with a real use case. Let's say we want to create a flow that will fetch new submissions from Typeform and then send them to a Slack channel. To do that, we will use Typeform and Slack apps. Let's start with creating connections for these apps.
Typeform connection
- Go to the My Apps page in Automatisch and click on Add connection button.
- Select the Typeform app from the list.
- It will ask you
Client ID
andClient Secret
from Typeform and there is an information box above the fields. - Click on our documentation link in the information box and follow the instructions to get the
Client ID
andClient Secret
from Typeform.
TIP
Whenever you want to create a connection for an app, you can click on our documentation link in the information box to learn how to create a connection for that specific app.
- After you get the
Client ID
andClient Secret
from Typeform, you can paste them to the fields in Automatisch and click on Submit button.
Slack connection
- Go to the My Apps page in Automatisch and click on Add connection button.
- Select the Slack app from the list.
- It will ask you
API Key
andAPI Secret
values from Slack and there is an information box above the fields. - Click on our documentation link in the information box and follow the instructions to get the
API Key
andAPI Secret
from Slack. - After you get the
API Key
andAPI Secret
from Slack, you can paste them into the fields in Automatisch and click on Submit button.
Build the flow
Trigger step
- Go to the Flows page in Automatisch and click on Create flow button.
- It will give you empty trigger and action steps.
- For the trigger step (1st step), select the Typeform app from
Choose an app
dropdown. - Select the New entry as the trigger event and click on the Continue button.
- It will ask you to select the connection you created for the Typeform app. Select the connection you have just created and click on the Continue button.
- Select the form you want to get the new entries from and click on the Continue button.
- Click on Test & Continue button to test the trigger step. If you see the data that reflects the recent submission in the form, you can continue to the next (action) step.
Action step
- For the action step (2nd step), select the Slack app from
Choose an app
dropdown. - Select the Send a message to channel as the action event and click on the Continue button.
- It will ask you to select the connection you created for the Slack app. Select the connection you have just created and click on the Continue button.
- Select the channel you want to send the message to.
- Write the message you want to send to the channel. You can use variables in the message from the trigger step.
- Select
Yes
for theSend as a bot
option. - Give a name for the bot and click on the Continue button.
- Click on Test & Continue button to test the action step. If you see the message in the Slack channel you selected, we can say that the flow is working as expected and is ready to be published.
Publish the flow
- Click on the Publish button to publish the flow.
- Published flows will be executed automatically when the trigger event happens or at intervals of 15 minutes depending on the trigger type.
- You can not change the flow after it's published. If you want to change the flow, you need to unpublish it first and then make the changes.