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Create Your First Flow

Every flow starts by selecting a template.

You do not create a completely blank flow first. Instead, you choose a starting point and then adjust the flow in the editor before you activate it.

Start from the Flow Dashboard​

Open Flow in the Slynk dashboard.

From here, you can create a new flow.

Choose a Template​

When you click Create Flow, Flow shows the available templates that you can use as a starting point.

There are filters and search tools to help you find the right template.

Use a base template if you want the more blank starting point for a data type.

Use a solution if you want a more pre-configured flow that is already aimed at a particular outcome.

To understand that difference in more detail, see Templates and Solutions.

Review and Customise the Flow​

After selecting a template, Flow creates your flow and opens the editor so you can review it and customise it.

The editor is split into the main areas below and we recommend going through the links below to get an understanding of the settings in each section:

How Flow Works​

Each flow has three core stages:

  1. Fetch Flow fetches the data type defined by the template, for example products, transactions, or customers.
  2. Filter You define which records should pass through.
  3. Actions You decide what should happen to matching records, such as updating data via API, deleting data via API, or exporting the results into a file.

When a flow runs, it uses tasks. You can read more about how tasks are calculated in Tasks and Usage.

Simulate Before You Activate​

Before activating a flow, we recommend that you run a simulation first.

A simulation runs against your live data but does not apply the changes. It is a good way to:

  • confirm that the right records pass the filters
  • review the actions that would have been applied
  • estimate task usage before the flow runs live

Activate the Flow​

Before activation, review the summary and confirm that it matches what you want the flow to do.

If you want us to review a Flow, you can use the Request Review action in the edit screen which automatically creates a support ticket on our side for one of our team to have a look at the Flow.

Next Step​

Continue with the Edit Flow section for the detailed setup pages.