What is Celigo Flow Builder

Integration flows help you to transfer data from a source application to a destination application. For Ex. if you have customer record data that you want to transfer from one application to another application, an integration flow helps you to export data from the source application and import it into the destination application.

You can automatically stream the data in real-time using webhook listeners, set up a flow to run on a scheduled basis, or manually trigger a flow to run as needed.

Create a simple flow in Celigo: Flow Builder helps you to create and customize a flow to transfer data from one application to another. You can use Flow Builder to export and combine data from multiple applications, and import data into multiple applications, but let's start simple. Building a simple flow requires a minimum of three steps:

1. plications Choose the source and destination applications – Select the applications you're connecting. All flows have at least one export step (source application) and one import step (destination application), but simple flows have no more than four steps.

2. –Establish connections Enter the credentials to the applications you're connecting.

3. Modify data configurations – Configure the data conversion behavior for your flow.

To access Flow Builder from the home page:

• From the left navigation menu, click Tools > Flow Builder. -or-

• In the upper-right corner, click Create flow.

1. Name the flow. integrator.io names the flow "New Flow" by default.

2. Click Add source and choose the application that you want to export data from. If your preferred application does not appear in the list, you can use HTTP options to build flows between unlisted applications.

   1. Select one of the following options from the What would you like to do? drop-down menu:

      • Export records from source application: Choose this option to export data from your source application to be imported into your destination application.

        • Connection: If you have already created a connection for your source application, you can select it from the drop-down menu. Otherwise, click the + icon to create a connection.

      • Transfer files out of source application: Choose this option if the source application data you want to export is a BLOB file that does not need to be modified before sending it to the next step in your flow.

        • Would you like to use an existing transfer?: If you have already set up a transfer for your source application, you can select it from this drop-down menu. To set up a new transfer, ignore this field and click Next.

      • Listen for real-time data from source application: Choose this option if you are using a webhook listner in your source application.

        • Would you like to use an existing listener?: If you have already set up a webhook listener for your source application, you can select it from this drop-down menu. To set up a new listener, ignore this field and click Next.

3. Click Add destination/lookup to choose the app that you want to import data into.

   1. Select one of the following options from the What would you like to do? drop-down menu:

      • Import records into destination application: Choose this if your flow does not need additional steps to generate the data you want to import into your destination application.

        • Connection: If you have already created a connection for your lookup or destination application, you can select it from the drop-down menu. Otherwise, click the + button to create a connection.

        • Would you like to use an existing import?: If you have already created the import that you would like to use in this flow in your integrator.io account, you can select it from the drop-down menu. Otherwise, click Next.

      • Lookup additional records (per record): Choose this if your flow has a lookup step to retrieve additional information that is unavailable from the initial source application export. For more information on lookups, see HTTP Import: Static and Dynamic Lookups.

        • Connection: If you have already created a connection for your lookup or destination application, you can select it from the drop-down menu. Otherwise, click the + button to create a connection.

        • Would you like to use an existing lookup?: If you have already created the lookup that you would like to use in this flow in your integrator.io account, you can select it from the drop-down menu. Otherwise, click Next.