Overview
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Integrate your business applications easily and efficiently with Claris Connect. Learn how to automate tasks and create streamlined workflows.
Syllabus
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Introduction
- Working efficiently with Claris Connect
- Claris Connect concepts
- What you need to get started
- Create a project
- Editing, renaming, and deleting a project
- Creating a flow
- Configure a trigger
- Configure an action
- Enabling or disabling a flow
- Testing a flow
- Editing a flow
- Viewing flow history
- Flow settings
- Flow versions
- Renaming, duplicating, and deleting steps
- Using step data
- If-then steps
- Repeat steps
- On-error steps
- Stop steps
- Using utilities
- Scheduling flows
- Creating an approval
- Using variables
- Creating a webhook
- FileMaker connector options
- Preparing your FileMaker file for Claris Connect
- Adding a FileMaker connector trigger
- Creating FileMaker records
- Editing FileMaker records
- Executing FileMaker scripts
- Getting and deleting FileMaker records
- Finding FileMaker records
- Making the most of Claris Connect
