Creating flows with templates

Claris Connect provides a set of preconfigured templates that streamline flow creation. For example, the Typeform to Slack template posts a message in Slack when a Typeform form entry is submitted. When you use a template, you create a project for the template and the resulting flow.

To use a template:

1. On the new project pane of the homepage, hold the pointer over and choose Create from Template.

2. On the Templates tab, click the template you want to create a flow from.

3. On the badge text page describing the template, click Use Template, enter a name for the project, then click Create.

   The template wizard appears. The wizard has four tabs: Introduction (if this is the first time you have used the template), Connect, Configure, and Finish.

4. Read the introduction, which describes the prerequisites for the template, such as the information required in the connector apps. Then click Next.

5. On the Connect tab, click Connect New Account for each of the apps. After each is connected, click Next.

6. On the Configure tab, click Save for the configuration action of each connector, then click Next.

7. On the Finish tab, click Go to Project.

The flow created from the template is available for use in the project.