Guides
Key concepts
Four words explain almost everything in Edge Connect. Learn them once, and the rest of the guide reads easily.
The four words
- Flow. A sequence of steps that runs on its own. It always starts with a trigger, the event that wakes it up, and continues with actions, the things it does.
- Connector. The piece that talks to one system, like Salesforce, Gmail or HubSpot. Every step uses one.
- Account. The login a connector uses to act, for example the Google account that sends the emails.
- Template. A flow that is already built, which you only personalize.
A good test for a flow. If you do it more than twice a week and it follows rules, it can be a flow.
The screens
Edge Connect has seven screens in the left menu. All the work happens around flows.
- Home. Every flow your team has, and where you create a new one.
- Accounts. The connected logins your flows use. Guide.
- Tasks. Approvals a flow is waiting on. Guide.
- Files. Files that flows use or produce. Guide.
- Stores. A key and value memory that flows read and write. Guide.
- Logs. The history of everything that ran, with the errors. Guide.
- Connectors. The catalog of systems Edge Connect can use.
Next
Install Edge Connect if you haven’t yet, then connect an account.