Learning Claris Connect

Offered By: LinkedIn Learning

Tags

Data Management Courses Task Automation Courses Webhooks Courses

Course Description

Overview

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

Syllabus

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

Taught by

Cris Ippolite

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