How to create an pipeline

How to Create a Pipeline

Creating a pipeline in Flows allows you to define and manage your workflow processes efficiently. Follow the steps below to create a new pipeline:

1. Navigate to the Pipelines Section

First, go to the Pipelines section, which you can find on the left-hand navigation bar of the application interface.

2. Create a New Pipeline

Once you're in the Pipelines section, click on the "Create Pipeline" button. A modal window will appear, prompting you to provide the following information:

• Name: Enter a descriptive name for your pipeline.
• Description: Add a brief description to explain the purpose of the pipeline.
• Active Status: Indicate whether the pipeline is active or not by toggling the status option.

After filling in these details, confirm to create your new pipeline.

3. View Your Created Pipelines

Back in the Pipelines section, you'll see a list of all your created pipelines, including the one you just added. This list allows you to manage and access your pipelines easily.

4. Begin Structuring Your Pipeline

To start building the structure of your new pipeline:

• Locate the pipeline you just created in the list.
• Click on the "Go to Pipeline" button associated with it.

This action will take you to a workspace with a blank canvas, where you can add and configure the various nodes that will make up your pipeline.

5. Add Nodes to Your Pipeline

To add a node to your pipeline:

• Click on the "Add New Node" button located at the top right corner of the screen.
• A list of available node types will appear. These nodes represent different functions and actions within your workflow (e.g., Triggers, Actions, Conditions, Automation, Integrations, Pipeline controls).
• Select the node type you wish to add. For each node, you'll need to fill in the required fields or settings specific to that node type.
• After completing the necessary information, add the node to your pipeline.

6. Start with a Trigger Node

Since this is a new pipeline, you'll want to begin with a Trigger node, which initiates the workflow. To do this:

• Select a Trigger node from the list.
• Fill in the required fields, such as specifying the event that will activate the pipeline.
• Add the Trigger node to your pipeline.

Note: You can update or modify the node's settings at any time later if needed.

7. Continue Building Your Pipeline

With the Trigger node in place, you can continue adding other nodes to define the workflow logic:

• Actions: Define tasks to be performed during the workflow.
• Conditions: Set up decision points that direct the workflow based on specific criteria.
• Automation: Incorporate tools to automate repetitive processes.
• Integrations: Connect with external platforms to perform actions or retrieve data.
• Pipeline Controls: Use tools to define possible endpoints or nest sub-workflows within your pipeline.

8. Save and Activate Your Pipeline

Once you've added all the necessary nodes and configured your pipeline:

• Review the workflow to ensure all nodes are connected correctly.
• Save your pipeline.
• Activate it if you're ready to deploy the workflow.

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By following these steps, you've successfully created and configured a new pipeline in Flows. Your pipeline is now ready to execute tasks based on the defined triggers and workflow logic.

Remember that you can always return to your pipeline to make adjustments or updates as your processes evolve.