Documentation
Pandaflow platform is flexible and therefore getting started might be a bit daunting.
Below we will walk you through the most common tools with some examples.
Every workflow you build must have a way to start! Some examples of events that you may wish to trigger your workflow are:
A new Order is created in Shopify
A new lead is added to Salesforce
A new payment is made in Stripe
The screenshot below shows how you select your trigger when creating a new workflow.
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Our Manual Trigger can be used if you only want the workflow to be run when you need it, by clicking the 'Run' button. This trigger is particularly useful for testing purposes.
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Our Scheduled Trigger can be used, perhaps if you want to run daily, weekly, or monthly checks for key changes to accounts, customer information etc. (e.g. has a Salesforce prospect become a customer?)
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Once you've pulled data from your trigger or from other connectors, one of the most powerful connectors in the Branch connector. This step allows you to ask a question if the condition matches whats the next action to take on your workflow.
What Tag does the customer have in Shopify
Does the customer already exist
Is this person's order status 'unfulfilled'? If so add it to another queue
For example the Shopify 'List Orders' operation can filter by Status, Payment Status (paid/unpaid), Fulfillment Status (order completed/not completed)
The Date & Time Formula can be used to assist in the above examples given for the Branch condition.
So if you wanted to calculate the Order date + 10 days you can use the formula. In this, we can create workflow to make a use of the date value and add 10 days then send email or SMS.
Get Order details from date X or date + X days etc
The Loop connector is a powerful connector . Sometime you have to use the loop though all the records in a query. In step will help you through through a bunch of records and apply action on them until all the data is processed.
The Data Storage connector allows you to store and retrieve data that can be shared between connectors.
One way to use it store data and use it within the connector. For example, you use various account IDs in different steps and you can parameterize them so that you don’t have to remember to change them on every step.