Guides

Set up a step and map data

Each step in a flow needs a few details before it can run: which account to use, what to fill in, and which data to bring from the steps before it.

Build it step by step

1. Choose a trigger. Every flow starts with one: the event that wakes it up. Click + to open the Apps panel, search for the app, like Salesforce, Slack or Jira, and pick its trigger, for example New Salesforce Lead.
2. Click the step to open its panel and choose an account under Connect Account. A red shield on the step means it still needs one.
3. Fill in the fields. Fields marked with * are required.
4. Add an action. Click + again and pick what happens next, like sending a message or creating a record. Connect the out port of the step before to the in port of the new step.
5. Choose the data to send. In the new step, click + next to a field and pick values from the earlier steps, like the lead’s name and company.

Repeat steps 2 to 5 for each action until your process is complete.

Example: tell sales about a new lead

1. Trigger: in the Apps panel, pick Salesforce and the New Salesforce Lead trigger.
2. Action: add Google Chat and the action to send a message.
3. Account: under Connect Account, choose your Google account, then pick the space where the message goes.
4. Data: in the message, click + and add the lead’s name and company from the Salesforce step.

Now, every new lead shows up in the sales team’s chat on its own.

Change data before it’s used

Sometimes a value needs a small change first. Double-click it and choose add modifier. You can, for example:

• Format text or dates.
• Remove duplicates from a list.
• Use a different value with an if/else rule.
• Pick one field out of a large payload.

If none of these fit, the JavaScript modifier lets you write your own rule.

Next

When every step is set up, click Test Flow. It runs again with the data from the last real run and doesn’t count toward your usage.