with Clara's Kinect automating your
workflows by connecting the applications
you use every day is as easy as
point-and-click
the benefits of using Claire's connect
are endless and include managing
marketing leads instantly route
prospects to sales track IT ticket
escalations facilitate order processing
and much much more
we will begin this video by going over
several of the terms you should know to
get the most out of Clara's connect
after that the second half of the video
we'll take a closer look at what
projects and flows are
at the heart of Claire's connect is the
concept of flows you use flows to
automate your everyday business tasks
and processes by connecting two or more
components a component can be a klaris
connect utility or a connector to a
third-party app or service clerk's
connect utilities are predefined actions
such as scheduling an action or
performing a calculation for example you
can use the text utility to return the
domain in an email address or the images
utility to extract data from a document
or image file connectors allow for data
integration and exchange with popular in
industry-leading applications ranging
from mailing lists applications to file
sharing utilities to contact management
also klaris connect provides access to
your FileMaker data directly using the
FileMaker server connector
let's launch Claire's Kinect and explore
the homepage it is on the home page
where you create and manage your
different projects in your account and
it is the first page you see when you
launch Claire's connect you can create
and manage projects to organize the
various flows that you create for
example you might create a project for
all your sales flows and another project
for all your purchasing flows you can
create as many projects as you need and
it is also from the home page where you
can edit rename or delete these projects
if you are a new user to Claire's
connect and have not created any
projects klaris Connect prompts you to
create your first one creating a new
project requires providing a name and
clicking create when you create a new
project
Claire's connect opens your new project
and prompts you to create a flow
that was a quick tour of the home page
and how to set up a project next up we
will check out what it takes to start
building your first flow
now the initial step in any flow is a
trigger a trigger is an event that
initiates a flow for example a trigger
might check when a file is downloaded a
new order or event is created or a new
subscriber is detected in a mailing list
a trigger has two essential parts to it
the component in which the flow starts
and the event in that component that
initiates the flow
most of the time when you use a
component in a flow you need to connect
to the account associated with that
component in other words you need to
login to the component so that klaris
Connect knows how to access the app or
service when executing your flows
you may notice that some of the
components are not available to use as
triggers this is because not all
utilities and connectors can act as
triggers and claryce connect dims out
those that cannot be used
you can get a list of what triggers and
actions are supported for a given
component by hovering over a component
and clicking the information icon
subsequent steps in a flow are referred
to as actions klaris Connect provides
different types of steps for you to use
as part of your flows configuring action
is similar to setting a trigger you
begin by specifying a component and the
event within the component as well as
logging into the account of the
component if necessary
many times when configuring an action
step in a flow you will need to work
with step data step data is real data
returned from a previous step in a flow
you can use this data to help you
configure subsequent steps in your flow
you work with step data using this step
data icon when setting the input fields
for an action a typical scenario might
be to create a dummy record in the
application or utility that is
configured as your trigger and then use
the step data from that dummy record to
set up your action step when you have
finished creating your flow note that by
default it is disabled to enable or
disable a flow use the enable/disable
slider on the flows tab of a project or
click a flow and on the edit tab use the
enable/disable slider there when you
enable the flow the flow will run
whenever the trigger event occurs
and that's it you just created your
first flow using Clara's connect to find
out more about Clara's connect please
visit our website at wwlp.com