Learning Claris Connect

Integrate your business applications easily and efficiently with Claris Connect. Learn how to automate tasks and create streamlined workflows.

Introduction

• Working efficiently with Claris Connect
• Claris Connect concepts
• What you need to get started

1. Working with Projects

• Create a project
• Editing, renaming, and deleting a project

2. Working with Flows

• 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

3. Working with Steps

• Renaming, duplicating, and deleting steps
• Using step data
• If-then steps
• Repeat steps
• On-error steps
• Stop steps

4. Apps and Utilities

• Using utilities
• Scheduling flows
• Creating an approval
• Using variables

5. Using Webhooks

• Creating a webhook

6. Claris FileMaker and Claris Connect

• 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

Conclusion

• Making the most of Claris Connect