Planning a flow

When you work with Claris Connect, follow these general steps.

1. Determine the workflow you want to automate, including the apps to connect and the steps you want performed. Write down a task statement, such as: "When a user submits a form on Formstack, add the user to a Mailchimp audience."

2. Plan the project and flow based on the task statement. For example:

   1. Decide to create a Formstack project because the flow starts with Formstack.

   2. Identify the trigger and action (or actions) in the flow. In this example, submitting the Formstack form is the trigger, and adding the user's email to the Mailchimp audience is the action.

3. Identify any prerequisite tasks for the flow, and perform them before creating the flow. These are steps external to Claris Connect. For example:

   • You need user accounts for each app that you want to connect—in this case, Formstack and Mailchimp accounts.

   • In Formstack, you must create and publish a form.

   • In Mailchimp, you must create an audience.

4. Create the project. See Create a project.

5. Create and enable the flow. See Create a flow.

6. Test the flow. See Test a flow.