Create Flow

To create a new flow, go to the Flows section and click the "Create New Flow" button. This will open the New Flow card, where you can begin setting up your flow.

Creating a New Flow

Step 1: Provide Flow Details

Once you click the "Create New Flow" button, a card will appear prompting you to provide essential details for your new flow:

  • Flow Name (required): Enter a unique name for your flow to easily identify it later.

  • Description: Add a brief description to document the purpose or function of your flow, helping others understand its context.

  • Logo: Customize the flow's appearance with an optional logo.

  • Integrations: You can create a new integration or select an existing one. If you choose an integration, you can link your flow to other flows assigned the same integration. This step is optional; if your flow does not require integration with other flows, you can skip this.

(1/2 on the New Flow card)

Step 2: Select a Trigger to Start the Flow

On the second part of the New Flow card, you will be prompted to choose how you want to start your flow. You can select multiple triggers if needed:

  • Manual (default): Start your flow manually when needed.

  • Webhook: Trigger your flow via a webhook request.

  • REST: Initiate your flow using a REST API call.

  • Schedule: Set a schedule for your flow to run at designated times.

  • Redis: Start your flow by a message from a Redis channel.

  • Socket.IO: Listen to events in one or more configured socket.io rooms

(2/2 on the New Flow card)
circle-info

NOTE

You must select at least one trigger to proceed.


Step 3: Create and Design the Flow

Once you've filled in the necessary details and selected a trigger, click the Create button. This will open the Flow Designer in a new tab, where you can configure your trigger, add actions, and integrate components and connectors.

By default, your flow will be set to "DRAFT" status, which you can activate at any time.

Last updated