This article will walk you through the process of replacing an app inside a Flow.
Why replace an app?
Let's say your app is MailChimp, and you want to integrate it with multiple apps. The Flow you want to create is, "When a contact is added to MailChimp, create a contact in XYZ". One approach is to build each Flow from scratch, but there's a shorter way as well. Let's say you have created a Flow using MailChimp & HubSpot and now you move on to the next app: Sendinblue. You can clone the Flow with HubSpot Action & simply replace HubSpot with MailChimp. Learn how app replacement works, below.
App replacement is useful when you have a complicated Flow structure, having multiple steps of an app. You can keep the same steps but replace the app so that the same steps will be performed on the new app. This feature also helps you instantly replace all the activities from one version of your app with the other one.
Pre-requisites of replacing an app
An app can only be replaced with another app, if both are using the same object. If the apps do not have the same objects or no object is attached to the app, they cannot be replaced.
How to replace an app?
Let's discuss the app replacement process with the help of an example. Say that you have created a Flow - an integration of contacts between MailChimp and Sendinblue.
Step 1: Click on the Flows tab to view all your existing Flows.
Step 2: Next, click the kebab menu and select the Replace App option
A popup will appear with the details of replacing the apps.
There are two empty dropdown boxes in the app replacement pop-up. The left-hand dropdown contains the apps that are being used in the Flow. The right-hand dropdown has the apps which are available in Integry's marketplace or in your own account.
Step3: Select your original and new apps from the dropdowns as shown.
Step 4: Then, select the Activities that you want to map between the two apps.
All the Activities associated with your MailChimp app inside the flow will be presented as shown on the LHS above. You can map these activities with their corresponding activities in your ActiveCampaign app that you can find in the dropdown. Activities that match the object of the "Mailchimp: Subscriber Unsubscribed" can be seen in the dropdown. Make sure to carefully select and map the activities with their identical counterparts.
Under the "Customize Mapping" option you can view those activities that are mapped by default i.e. only one replaceable activity was available in the destination app so it is mapped automatlically.
For the current example, the Subscriber Unsubscribed activity of MailChimp is being mapped to the Contact Subscribed/Unsubscribed activity of ActiveCampaign. After you’re done mapping the activities, just click on the Replace button at the bottom. This will replace all the selected Activities of your MailChimp app with the ActiveCampaign app and you will see a success message shown below.
Once the app has been replaced, you can open the flow & see that the MailChimp app has been replaced by the ActiveCampaign app. You can make changes to these steps however you want or test them out.
You can also move your flow across Workspaces, learn more here
Learn about :
- Publishing and publishing Flows
- Creating integrations with Guided Flows