Claris Connect Help

Introducing Claris Connect

What is Claris Connect?

Managing Claris Connect

Claris Connect concepts

Claris Connect is built on the concept of flows, used to automate everyday business tasks and processes. For example, you can create a flow that adds a user's email to a Mailchimp subscriber list when that user submits a Formstack form.

Flows are automations that use two or more components. A component can be a Claris Connect utility or a connector to a third-party application ("app").

Note: Claris Connect provides connectors for, at minimum, Claris FileMaker Cloud® 2.18.0 and Claris FileMaker Server™ 18.0.4. See Connecting to FileMaker apps.

Claris Connect utilities are predefined components that perform a variety of data and file operations. For example, the Images utility returns information about an image file.

The initial step in any flow is a trigger, an event that initiates the automated flow. Subsequent steps in the flow are actions. After you create a flow, each time that the trigger event occurs, Claris Connect automatically performs the flow.

Note: Every action in a flow executes an API request. Your subscription terms determine the monthly limit on the number of API requests.

You create and use projects to organize your flows. Each project contains one or more connectors used by the flows. For example, you can create an Eventbrite project to contain all flows that use the Eventbrite connector.

Claris Connect also provides a set of prebuilt flows, called templates. A template connects two apps with a trigger and an action. Templates are also stored in projects. See Using a template.

Planning a flow

Working with projects

Organizing with projects

Create a project

Edit a project

Rename a project

Delete a project

Share a project

Working with flows

You work with flows on the Flows tab of a project.

Claris Connect Flows tab

To the right of the Flows tab are the History and Connected Apps tabs. Use the History tab to view information about the flows in the project. The Connected Apps tab lists the apps used in the project's flows.

Create a flow

Enable or disable a flow

Test a flow

Edit a flow

Viewing flow history

Working with connected apps

Creating flows with templates

Using a template

Using triggers, steps, and step data

This section explains how to work with triggers, steps, and step data.

Using triggers

Working with steps

Using step data

Claris Connect flow apps

Claris Connect provides a set of built-in apps to add approval, scheduling, or webhook functionality, or to use variables in a flow.

Note: Flow apps are displayed in the Utilities list.

Scheduling flows

About approvals

About webhooks

Using variables

Connecting to FileMaker apps

Claris Connect provides connectors for, at minimum, FileMaker Cloud 2.18.0 and FileMaker Server 18.0.4.

About FileMaker connectors

Using FileMaker connectors

Adding an on-premise agent

You can add an on-premise agent for secure data access behind a firewall. The current version of Claris Connect provides agents for, at minimum, on-premise FileMaker Server 18.0.4 and on-premise MySQL 8.0.

Notes

Adding the agent

Configuring the agent

Running the agent

Using an on-premise agent in Claris Connect

About utilities

Claris Connect provides a set of utilities with which you transform the output data from a flow step. For example, you can use the Text utility to return the domain in an email address, or the Images utility to extract data from a document or image file.

Name Description
Calculations Performs calculations
Note:The Calculate expression action of the Calculation utility can use JavaScript Math object properties and methods; for example, sqrt(16) results in 4. See JavaScript Math Reference.
Cryptography Generates a hash value, a hashed message authentication code, or a Universally Unique Identifier
Dates Performs a date calculation or changes the date format
Documents Extracts text from documents or images, or converts snippets to or from JSON or XML
FTP Performs operations on files and folders using File Transfer Protocol (FTP)
Images Returns information about image files
Lists Performs operations on lists
SFTP Performs FTP operations using the SSH network protocol to exchange data over a secure channel
Text Performs operations on text

Glossary

Glossary

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