🚀 Setting Up Your First Flow

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This article walks you through creating your first flow in Flows Building, from initial setup through to publishing.

Flows should always be tested before being published to ensure they behave as expected.

Steps to Create a Flow

To create your first flow:

1. Open Flows Building

2. Select Create New Flow

3. Give the flow a clear and descriptive name

4. Add a trigger node to define when the flow should start

5. Add the required action or condition nodes

6. Connect the nodes in the correct order to define the flow logic

A flow will not run unless all required nodes are connected correctly.

Testing Before Publishing

Before publishing your flow, it’s important to test the configuration.

Before publishing, confirm:

• Trigger conditions are correct

• All required fields are completed

• Test events are run where available

Testing helps prevent unexpected behaviour once the flow is live.

Publishing the Flow

Once your flow is ready:

• Publish the flow to activate it

• Events that meet the trigger conditions will begin running automatically

You can:

• Edit the flow at any time

• Unpublish the flow if changes are needed

• Republish once updates are complete

Changes do not affect live behaviour until the flow is published.

Best Practices

• Start with simple flows and build complexity gradually

• Make one change at a time

• Test after every significant update

• Use clear naming so flows are easy to identify later

Related Articles

• Editing and publishing flows

• Troubleshooting Flows Building issues