Create Flow in Soom Connect

Creating flows is the core activity in Soom Connect. This guide will walk you through the process of building your first integration flow from start to finish.

Flow Creation Process

1. Plan Your Flow

Before creating a flow, plan the integration:

• Identify Applications: Determine which applications you want to connect
• Define Data Flow: Understand how data should flow between systems
• Map Data Fields: Identify which fields need to be mapped
• Consider Error Handling: Plan how to handle errors and edge cases

2. Choose a Template

Soom Connect provides pre-built templates for common integrations:

• CRM Integration: Connect CRM systems with other applications
• E-commerce: Integrate online stores with inventory and shipping
• Marketing Automation: Automate marketing workflows
• Data Synchronization: Keep data synchronized across systems

3. Configure Triggers

Set up how your flow will be triggered:

• Event Triggers: Respond to events from connected applications
• Schedule Triggers: Run flows on a schedule
• Manual Triggers: Start flows manually
• Webhook Triggers: Respond to webhook calls

4. Add Actions

Add the actions that will perform work in your flow:

• Data Actions: Process and transform data
• Integration Actions: Connect with external services
• Logic Actions: Implement conditional logic
• Notification Actions: Send notifications and alerts

Flow Builder Interface

Visual Designer

The visual flow builder provides:

• Drag-and-Drop: Easily add and configure components
• Visual Flow: See your flow logic visually
• Real-time Preview: Preview your flow as you build
• Error Detection: Identify issues before deployment

Component Library

Access to a comprehensive library of components:

• Connectors: Pre-built connectors for popular applications
• Actions: Various action types for different use cases
• Logic: Conditional logic and control flow components
• Utilities: Helper components for common tasks

Configuration Options

Flow Settings

Configure global flow settings:

• Flow Name: Give your flow a descriptive name
• Description: Add a description of what the flow does
• Tags: Add tags for organization and search
• Environment: Set the environment (development, staging, production)

Trigger Configuration

Configure how your flow is triggered:

• Trigger Type: Choose the appropriate trigger type
• Trigger Settings: Configure trigger-specific settings
• Authentication: Set up authentication for trigger sources
• Filtering: Add filters to control when the flow runs

Action Configuration

Configure each action in your flow:

• Action Type: Choose the appropriate action type
• Input Mapping: Map input data to action parameters
• Output Mapping: Map action outputs to flow data
• Error Handling: Configure error handling for each action

Testing and Deployment

Testing Your Flow

Test your flow before deploying:

• Test Mode: Run flows in a safe testing environment
• Sample Data: Use sample data to test your flow
• Debug Mode: Step through your flow to identify issues
• Validation: Validate data flow and transformations

Deployment

Deploy your flow to production:

• Environment Selection: Choose the target environment
• Deployment Settings: Configure deployment options
• Monitoring: Set up monitoring and alerting
• Documentation: Document your flow for team members

Best Practices

• Start Simple: Begin with simple flows and gradually add complexity
• Test Thoroughly: Test your flows with various data scenarios
• Handle Errors: Implement proper error handling and retry logic
• Monitor Performance: Track flow performance and optimize as needed
• Document Flows: Document your flows for maintenance and troubleshooting

Next Steps

• Available Apps - Explore supported applications
• Configuration - Learn about advanced configuration
• Credentials - Manage authentication and credentials