Automate your integration workflows with triggers
A workflow is essentially made up of two elements: trigger and action(s). A trigger is some event that starts the workflow. By defining a trigger in a workflow, you inform the workflow to keep listening for that event. Whenever the event happens, the workflow knows that it's time to start, and perform the specified actions.
Let’s say you want to automate the following task: Whenever a new note is created in Evernote, send an email automatically to an email address. In this workflow, the first event, i.e., Whenever a new note is created in Evernote, is the trigger.
To set up this workflow, you will need to first add a trigger Evernote - New Note, and then add an action Gmail - Send an Email.
Once you configure and save this workflow, Built.io Flow Express constantly keeps checking your Evernote account. As soon as you or someone else creates a new note in your Evernote account, the workflow knows that it’s time to start. It then automatically performs all the actions that you have defined in the workflow (such as send an email to the specified recipient).
Triggers in Built.io Flow Express are of three main types:
App Event: Any event within a web application can be set a trigger. For example, ‘New Note in Evernote’, ‘New File in Dropbox’, and ‘New Message in Cisco Spark room’.
Clock: Any date/time can be set as a trigger. The workflow will fire off at the specified time.
Webhook URL: When you use ‘Webhook URL’ as trigger, you receive a URL on saving the workflow. This URL, when executed, triggers the workflow.
To create a workflow in Built.io Flow Express, you need to first set up a trigger. Let's look the steps involved in setting up a trigger.
Step 1. Create a new workflow
Log in to your Built.io Flow Express account. Hover on the ‘+ Add Workflow’ icon, and click on the ‘+ Blank Workflow’ link. This will take you to the first step of setting up your workflow, i.e., select trigger app.
Step 2. Select trigger app
From the list of application on the trigger page, select the application that you wish to set the trigger for (e.g., Evernote).
Step 3. Select trigger event
As soon as you select the app, you will see all the events that you can set as trigger. From the list, select the event (e.g., New Note) that you wish to set as trigger.
Step 4. Choose account
In order to set a trigger for an application app, you need to first connect Built.io Flow Express with the required web application. To do this, you need to ‘Add an Account’, and log in to your account in the new window that opens up. By doing this, you authorize Built.io Flow Express to access your resources in the web application, and perform certain tasks on your behalf.
Once you add an account for an app, it is saved in your Built.io Flow Express account. So, the next time you use this web application in a workflow, you need not sign in again. Simply select the account/authorization that you had created earlier.
Step 5. Add Filter
Filters let you specify conditions for your trigger. Let’s say you have set up a trigger Evernote - New Note. For this you can set up a condition that the title of the note should contain the word ‘important’. Learn more on how to set up filters.
With this step, you have successfully set up a workflow. It is now time to add an action.