Create a New Connections Flow

1 - Navigate to Builder

To create a new Connections Flow, navigate to Builder (Figure 1 - 1).

Once you are in Builder, you will see a screen as shown in Figure 2. On the right side of the screen, click the Connections Flows option (Figure 2 - 1).

2 - Click the Create a Connections Flow Button

When creating the initial flow, you will see an empty list screen. The Create a Connection Flow button will be displayed in the center of the screen (Figure 3 - 1).

If you already have flows listed in your account, you will see the Create Flow button in the top right corner of the screen (Figure 4 - 1).

3 - Name Your Flow

Provide a name (mandatory) for your Connections Flow using the Name field (Figure 5 - 1). The name must be less than 50 characters long.

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The Connections Flow's name is final and cannot be changed.

After entering the Connections Flow's name, click the Save button (Figure 6 - 1).

4 - The New Connections Flow is Generated

Upon clicking the Create button (Figure 5 - 1), the newly created Connections Flow will open in Automation Designer, where you can edit, save (Figure 6 - 1), and publish (Figure 6 - 2) your flow. Saving your flow will validate for any errors and temporarily save your work. Only when you click Publish, your flow changes will be implemented and reflected in the card/canvas usage.

The Connections Flow will initially be created with a Frequency Trigger, which is the only trigger supported by Connections Flows. Even without saving or publishing, this flow will exist and can be seen in your Connections Flows list (Figure 4 - 2).

Edit an Existing Flow

1 - Navigate to Builder

To edit an existing Connections Flow, navigate to Builder (Figure 1 - 1), and click Connections Flows (Figure 2 - 1) in the main Workspace menu.

2 - Click the Edit Flow button

To edit a flow, click the edit button (Figure 8 - 1) of the flow you want to change.

3 - Edit the Connections Flow

Once you click the edit button (Figure 8 - 1), you will be taken to Automation Designer, where you can make changes to your flow (Figure 9). After editing, click Save/Publish. Saving your flow (Figure 9 - 2) will validate for errors (Figure 9 - 1) and temporarily save your work. Only when you click Publish (Figure 9 - 3) will your flow changes be implemented and reflected in the card/canvas usage, enabling that version to be activated.

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You can't publish a flow without saving your changes first.

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You can't change the name of your Connections Flow.

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Troubleshooting

If you have questions or technical issues, please open a ticket using this form.