Intro to Claris Connect Part 2: Creating A Conditional Flow

Using the power of conditional logic to create more complex flows

Part 2: Conditional Flows

Assumptions

We’re going to make some basic assumptions before we move on. If you haven’t covered some of these steps yet, we’ve provided links to assist you in getting them sorted out. Then you can come back here and pick up right where you left off.

The Conditional Flow

We’re going to base our conditional flow on the last flow we built, as it’ll make it simpler to demonstrate. Generally, though, the principle behind any conditional flow will be the same no matter what apps you’re integrating.

  • Use a Stripe payment as the trigger.
  • We’ll convert the value to dollars.
  • If the value is more than $100, we’re going to send an email to the senior accountant.
  • If the value is less than $100, we’ll send one to the junior accountant.
  • Then we’ll add the email address to our Mailchimp list as before.

Step 1: Duplicate The Previous Flow

To save time, we’re going to duplicate the flow we built previously. But before we do, let’s disable the previous flow so we don’t have both running. Click the blue toggle button to do this. Then hover over the three dots on the end of the row and choose Duplicate.

Duplicate Flow
Rename Flow

Step 2: Create The First Conditional Step

We’ll leave the flow disabled for now. Click on the renamed flow to view the steps within it. Next, we’re going to insert our conditional logic right after our calculation in Step 2. Hover over the plus sign on the end of Step 2 and click If-Then.

Select If-Then
Select Step Data
Select Greater Than

Step 3: Create The Nested Step

Now if you click the plus sign on the end of the If step we just created, and choose Action, you’ll see a nested placeholder step for an action to be taken when the condition is met.

Nested Conditional Step

Step 4: Create The Second Conditional Step

At this point, our flow isn’t going to work as it should. If we get a payment of over $100, we will email the senior accountant, but we will then send another email in step 5. We could stop the flow after sending the email to the senior accountant, but then we wouldn’t end up adding the email address to our Mailchimp list.

Renamed Steps
When Condition Is False
Adding An OR Condition
Flow Complete

Conclusion

Once again, it’s been very easy to set up our flow, using conditions to make one thing happen under one set of circumstances and another under a different set of circumstances. We’ve not trapped for errors yet, so keep that in mind. Still, the power and flexibility of Claris Connect shines through in this example. You can create any kind of flow you want in order to automate your business processes across a variety of different platforms.

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