Building the flow

The process of building the flow always starts from:

  • creating a new automation

  • establishing the name

  • choosing the trigger

  • establishing the renew flow

After completing the above, you can start building the flow:

  • adding steps following the trigger

You can choose from the options below:

Make sure that the trigger step is selected (click on it if it is not highlighted in green).

Then, click on the selected step and choose the option from the drop-down list:

The step has been added to the flow, now you can move to filling in the details of the step on the right side of the screen:

Once you are done, you can add another step and repeat the process until your flow is completed.

If you happen to make a mistake and you want to delete a step that was added to the flow, select it by clicking on it, and then hit delete button on your keyboard.

Make sure to save your automation!

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