Next up in our Flow 101 series is building an automated cloud flow. Below, we will discuss what an automated cloud flow is, talk about planning and dive into a comprehensive step-by-step of how to build one.
If you are coming from the traditional CRM workflow mindset, an automated cloud flow is exactly the same as an asynchronous background workflow. Once a condition (or trigger, in Power Automate language) is met, the flow will run through all steps until it is complete.
Here is what we will build below:
You’ll save time if you plan out your flow first. Remember, you can do A LOT here. I’m going to show you one use case – your flow will really be unique to the business process/action(s) you are trying to automate.
Plan it out using a diagram in your software of choosing, or even good old fashioned paper (as I did below!).
Here’s the use case we will walk through for this blog article:
Here are the Connectors I want to use:
Need help planning connectors for your Flow in Power Automate? Check out Connector Review!
Here is my very fancy, very formal diagram of the sort of Flow I’d like to build:
Remember, a trigger is what kicks off the automation. In this scenario, we want to start an approval process when a form is submitted.
In this example, I need to enter my license key for the Gravity Forms connector. For connectors that charge a fee, you will see something similar.
I only have one form on my website, but you will see a list of all available forms here after you have created your connection.
If I type in approval in the search, it will show me my options. I want to select Start and wait for an approval with what we are looking to accomplish. Click the Start and wait for an approval button highlighted below.
You can map fields from the form submission into any of these fields by clicking into the text box. This is similar to classic workflow when you map fields into emails, form updates, etc – but you’re using data from any prior steps!
This is where we can add conditional logic – IF Approved, follow the Yes path. If NOT Approved, follow the NO path.
Add Office 365 Outlook, send an email (V2). Fill out the To, Subject and Body for your email notification. Since we want no action when not approved, you do not need to add any action(s) to the If no path.
This opens a new panel on the right-hand side. Select Manually, then click the blue Test button at the bottom.
I navigated to my Contact form and filled it out. After submitting, I can watch the flow work in real-time.
The post Flow 101: Building an automated cloud flow appeared first on .