Build your first automation

Connect a trigger to a repeatable next step.

Open this guide in the help center →

When to use this. Every new request needs the same follow-up action.

What you’ll need. A trigger event, an action, and the required connected service accounts.

  1. Choose the trigger

    Decide what starts the work: a form submission, app submission, document event, schedule, or incoming webhook.

  2. Build the path

    Open the visual flow editor and add the actions and decisions the process needs. Use a template when it matches the job.

  3. Connect services

    Configure the connectors needed by your actions. Use the intended business account and review the requested service permissions.

  4. Test and activate

    Run the flow in test mode with representative data. Review the result and execution history, then activate the intended version.

How to know it worked

One sample event runs the expected sequence and produces the intended result.

Features covered

Continue learning