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What are Flows?

Flows are multi-step workflows that can:
  • Connect multiple apps to create seamless data pipelines
  • Run automatically based on triggers like schedules or webhooks
  • Process data between different systems
  • Handle complex logic with conditional branches and loops

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Key Components

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Triggers

  • Schedule: Run flows at specific times (daily, weekly, monthly)
  • Webhook: Trigger flows from external systems
  • Manual: Start flows on-demand
  • App Events: React to changes in connected apps

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Actions

  • Read Data: Fetch information from connected apps
  • Write Data: Create or update records
  • Transform: Process and format data between steps
  • Notify: Send alerts or messages

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Monitoring

  • Execution Logs: See detailed logs of each flow run
  • Error Handling: Built-in retry logic and error notifications
  • Performance Metrics: Track success rates and execution times

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Use Cases

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Data Synchronization

Keep your apps in sync by automatically transferring data between systems.

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Report Generation

Create automated reports that pull data from multiple sources and deliver results.

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Lead Management

Automatically route and process leads from various sources into your CRM.

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Backup & Archival

Set up automated backups of important data across your connected apps.

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Getting Started

  1. Plan your workflow: Identify the apps and data you want to connect
  2. Choose a trigger: Decide when your flow should run
  3. Build the steps: Add actions to read, transform, and write data
  4. Test thoroughly: Use the test feature before going live
  5. Monitor performance: Keep track of execution and results

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Next Steps