This article will walk you through the process of replacing an app inside a Flow.
Why replace an app?
Generally, when you are moving a Flow from one workspace to another, you also intend to replace one of the apps in the Flow with the new host app. With the Replace app feature, you can replace all the activities of one app in the Flow, with those of another app.
This 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.
In this case, as one app is going to be a drop-in replacement for the other, both these apps must have the same:
- Activities (Actions, Triggers, Queries, etc.)
- Activity types
- Activity machine names
- Activity and object outputs
How to replace an app?
Let's discuss the app replacement process with the help of an example. Say that your host app on Integry is Sendinblue, where you have created a Flow - an integration of contacts between Sendinblue and MailChimp.
Step 1: First, Go to your Homepage to select the Flow in which you want app replacement.
Clicking on Flows will open the page with all the Flows available.
Step 2: Next, select the Replace App option from the Flow menu.
Hover over the Flow and click on the kebab menu on the top right of the Flow.
Click on the Replace App option, as shown in the above image. A popup will appear for the details of replacing the apps.
Step3: Select your original and new apps from the dropdowns as shown.
As an example, we are replacing the MailChimp app with the HubSpot app.
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 above. You can map these Activities with their corresponding Activities in your HubSpot app that you can find in the dropdown. Make sure to carefully select and map the Activities with their identical counterparts.
For the current example, the Create Subscriber operation of MailChimp is being mapped to the Create Contact operation of HubSpot. This means that on the execution of the Trigger, the Create Contact Action will be performed on HubSpot. 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 HubSpot app and you will see a success message shown below.
Customizing the Fields
Once the app has been replaced, you can customize the fields for the new step.
As seen above, when you open your Flow, you will see that the Action app has been replaced by the one you selected in the previous steps. For our current example, the MailChimp app has been replaced by the HubSpot app while the Create Subscriber Action has been replaced by Create Contact Action.
You can configure the fields for the replaced app by clicking on it in your Flow.
You can also move your Flow across Workspaces, learn more here.
You have successfully replaced an app inside your Guided Flow.
Learn about :
- Publishing and publishing Flows
- Creating integrations with Guided Flows