This article is a walkthrough on creating a custom flow. We assume that you already know about triggers, actions, initial imports, and flows. An end-user can use Custom flows, for cases where he wants some specific apps or integration structures.
In this article, we will differentiate between a Guided Flow and a Custom Flow. Guided Flow's structure is set so that an end-user can use it and fill in a form generated based on Guided Flow. While in Custom Flows, the end-user can directly create Custom Flows from the app directory. The end-user creates an integration structure using connectors in Custom Flows. You can see Tatango's app directory above, where you can click on create flow under Custom Flows to create a Custom Flow.
The UI of Custom Flow, as seen in the screenshot above, is quite similar to Guided Flow, except that it is kept simple to avoid any confusion for the end-user. There is no save or publish button, nor any right side floating menu. For the custom Flow, the flow itself is used to create an integration instead of through a form. There are no Design and Preview buttons on the top as well. There is an additional toggle of Live preview here. Once this toggle is switched on, integration is set up based on the steps in the Custom Flow.
In the screenshot above, the trigger connector of Sendinblue is selected. You can select the trigger of 'Contact Created' like above.
You can see that the visibility icon of 'User fills fields' is not being shown here because that is not needed when the end-user is creating the flow himself instead of filling a form. Similarly, the Design and Preview buttons shown on top in Guided Flows are not required here. The end user can select the list he wants and test this step from the test button above.
You can open Sendinblue's page and click on My Account Dashboard, as seen above.
Now you can update a contact by clicking on Contacts on the top of the screenshot above.
When you click on Add Contact, you can add the contact for testing here.
Fill out all the fields in the form shown in the screenshot above. Next, click the 'Save and close' button at the bottom. This contact will be reflected on the testing page.
When you click on Add Step, you can add any app as seen above; Tatango is being added.
If an end-user opens Tatango's app directory, logins into it and creates a custom flow; The data he is importing will be of any app against Tatango.
As seen in the screenshot above, the ‘Connect your account’ section is populated automatically from your your account, and the section is collapsed. The same user info used in this directory with Integry’s account, will be re-used here.
As seen in the screenshot above, you can select the list of your choice, Phone number, First and Last name and Email. We would want the same phone number and related stuff as passed by the trigger.
You can add BirthDate, Zip, and Gender by clicking the plus sign in front of these fields. An end-user can also fill up any Custom fields in the highlighted box above.
In the above screenshot, you can see the Custom Fields being filled for Contact Created. Custom fields need to be filled for both the apps, as seen. The end-user can map any number of Custom fields here.
When you click on test in this step, you will get the following screen.
When you enable the Live toggle highlighted in the screenshot below, it will create an integration based on this custom flow.
To check this integration, you can go to your account, create a contact and check if it is reflected. The following screenshot shows that the contact is reflected which means that the creation of Custom Flow was successful.