Flows
Apr 10, 2023
A flow is an automated, digital step-by-step process that ensures people gets things done right, the first time. Following the flow is what enables you to have predictable and consistent results.
Examples of flows include:
- Onboarding a new customer
- Coordinating installations between customers and installers
- Requesting and approving a timesheet for invoicing
- Planning an event
- Onboarding new-hires or contractors
Build a flow
Ready to build a flow? Just hover over the Flows icon in the left navigation and click Build Flow in the pop-out menu to get started.
This will create a blank flow that you can start customizing:
Be sure to review our best practices for flows as you customize your flows.
After you've built a flow, you can find it on the Flows screen.
Download a flow template
Check out our templates, so you don't have to build from scratch! There are 2 ways for you to download pre-built flow templates:
Kick-off a flow
Once you have a flow built in Pipeline, there are 4 ways to kick-off a flow to create an Ask:
- Submit a form - The easiest way to submit the form in Step0. Learn how to customize it.
- Send an email - Users can also create Asks by sending emails to a specific email address
- Schedule a recurrence - Users can create recurrences to automatically create Asks based on a schedule. Learn how users can create recurrences.
- Trigger from a 3rd-party app - 3rd party apps can also create Asks via an integration. Learn how to set up integrations.
Best Practices
Flow Overview
The flow overview is where you can describe your flow thoroughly so others know when and how to use it!
- Give the details that will help your audience understand the purpose of the flow (and help save time spend on answering common questions)
- Recommended: In order for expenses to be reimbursed, you must upload copies of receipts. Reimbursements are typically paid via payroll. Valid expenses include:
- Conferences
- Lodging
- Meals
- Transportation
- Not Recommended Use this flow for reimbursement requests
Add flows to a category so they can easily be found and used by other team members
- Adding your flow to a category will place your flow into one of the groups on the Create Ask Page
- The flow needs to be made Live and Public before you can add it to a category
- Enabling the Live toggle will take your flow out of draft mode, and make this the version that a flow that Asks will be created from
- Enabling the Public toggle will make your flow accessible from the Create Ask Page
Next Steps
Learn how to add and customize steps and step groups.
Learn how to add and customize forms in your flows.
Learn how to automate your flows using rules and triggers.