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Create Automated Flows for your operations to reduce manual tasks, and boost productivity with Salesmate Automation’s no-code tools. Note: A User with Manage Flow rights can perform this operation

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How to Create New Smart Flow

To Create a New Smart Flow, Access Smart Flows feature from left menu bar. mceclip0.png Click on the Create Your First Flow to creating a new Smart Flow. mceclip1.png Select the Flow Type from the following options,- Trigger-Based Flow: The flow activates automatically when a record is created, updated, or deleted.
  • Sub Flow: The flow will be initiated when it is invoked by another flow.
  • Manual Flow: The flow is initiated manually by a user.
mceclip2.png After selecting this option, you’ll be directed to the next step, where you’ll need to provide additional information.If you select Sub Flow, you’ll need to choose the execution method:- Synchronous Execution: Select this method when you want to utilize the output of this flow in the invoking flow. It can’t have any sort of wait steps.
  • Asynchronous execution: Select this method when you have a few common steps you want to call out in different flows. This supports ‘wait’ steps like sending an email and waiting for a reply before executing the next step.
mceclip0(1).png If you select Manual Flow, you’ll need to choose the record module. mceclip1(1).png If you select the Trigger Based Flow, there would not be any additional selection, other than the following options. These options would also be available for Sub Flow and the Manual Flow along with the above options,- Name: Enter the name for the Flow.
  • Folder: Select the folder where you want to save the Flow.
  • Description: Enter the brief information about the Flow you are creating.Once done,Save the information.
blobid0.png You will be directed to the canvas to begin creating your flow.When you select Trigger Based flow you would get an option to **Select a Flow Trigger. mceclip3.png However while creating a Sub Flow or Manual Flow this option would not be available.You can proceed with selecting the Conditions or Actions to complete the Flow.Once the Flow is created you can go ahead and Save and Publish the Flow.