Create a workflow

1. Once you click Add More APPs in above step-11, you get options to add input parameter for new app in the Define Input block. To add input parameter, you can either click Add Input Parameter or Add Custom Input Parameter.
   
   
2. Once parameters are added, you can Edit or Delete the parameters as necessary. After input is defined for parameters, click Select APP block.
   
   
3. On the Select APP block, select an App (this is additional app) for your workflow.
   Note:

   • Based on your provided input parameters in above step, APPs are shown in the Select APP block. You can also Search APP by its name.
   • You can click Formatter or Filter as necessary, for more details, refer Formatter and Filters.
   
   
   
4. On Select APP Credential block, authenticate the app using the available authentication options.
   
   
5. On Select APP Action block, choose a method from available method options.
   
   
6. Go to Define Input block again and check if there is a message to add more input parameter for the selected method to trigger. Click Add Input Parameter as many times as needed and make sure you add all the parameter needed.
   
   
7. Once you added all the parameters, you get option to Finish the workflow creation procedure. Click Finish to create the workflow.
   Note:

   • You can click Add More APPs to add more app to your workflow, do step-1 to step-6 again.
   • You can click Finish to finish the workflow, follow step-12 to step-17 in above section.
   • You can click Skip and Continue to skip adding more apps in the workflow.
   • You can click Cancel to cancel the process of adding more apps.
   
   
   

Once you click Test Workflow in above step-17 or in step-15, a Workflow Testing page is displayed. Click Test Workflow, you will see the response in the Response body block if your workflow created successfully.

Once you click Manage Detail in above step-17, a Manage Workflow Detail page is displayed. You can do following on this page:

1. Display Name: Change the display name of your workflow as necessary.
2. Logo: Add logo to your workflow as necessary.
3. Description: Add description to your workflow as necessary.
4. Accessibility: You can either make the workflow accessible to Public or make it Private.
5. Your Margin cost: Add margin cost for your workflow use.
6. Feature: Click Add feature to add feature to your workflow.
7. Terms and Conditions: Add Terms and Conditions for your workflow use.
8. Allow Access to Users: You can give access of your workflow to user or block them.

Formatter in Enrich.io is used to convert previous app output fields in the required format as input to the next app in workflow creation process. See below steps on how to use formatter in workflow:

1. When you are adding more apps on the workflow, click Formatter, see step-3 for more details.
   
   
2. Select a Formatter of Text or Date as necessary.
   
   
3. Based on your formatter selection in above step, you get lists of Formatter Type. Select a formatter type and click Save.
   Note: See step-5 for more details on formatter lists.
   
   
   
4. Once you select Formatter type in above step, select previous app(s) output fields to format them. You can do following action:
   • Save: Click Save to save the formatter configuration.
   • Skip and Continue: Click Skip and Continue to skip the formatter configuration and continue with the existing workflow.
   • Cancel: Click Cancel to cancel the formatter configuration.
   
   
   
5. See the details of the available formatter lists:
   • Capitalize: Capitalize the first character of every word.
   • Lowercase: Make every character in the text lower case.
   • Uppercase: Capitalize every character in a text field.
   • Titlecase: Capitalize the first character of every word, except for those with fewer than four characters.
   • Pluralize: Pluralize any English word (e.g. frog turns into frogs; child turns into children).
   • Replace: Replace any character, word, or phrase in the text with another word or phrase.
   • Remove HTML Tags: Remove every HTML tag to leave just the plain text.
   • Extract Email Address: Find and copy an email address out of a text field.
   • Extract Phone Number: Find Phone Number.
   • Extract URL: Extract URL from the text.
   • Extract Number: Extract Number from the text.
   • Extract Pattern: Extract Pattern.
   • URL Encode: Encodes text for use in URLs.
   • URL Decode: Decode text.
   • Convert Markdown to HTML: Convert Markdown formatted text into HTML.
   • Split Text: Split Text.
   • Trim Whitespace: Remove extra spaces at the end of the text.
   • Length: Count the number of characters in a field.
   • Word Count: Count the number of words in a text field.
   • Convert to ASCII: Replaces all non-ASCII or special characters in a text field with normal characters.
   • Default Value: Return default value if the text is empty.
   • Find: Find a set value in a field.
   • Truncate: Limit your text to a specific character length, and delete anything over that.
   • Change Date Format: Change Date Format.
     • dd-MM-yy
     • dd-MM-yyyy
     • MM-dd-yyyy
     • yyyy-MM-dd
     • yyyy-MM-dd HH:mm:ss
     • yyyy-MM-dd HH:mm:ss.SSS
     • yyyy-MM-dd HH:mm:ss.SSSZ
     • EEEEE MMMMM yyyy HH:mm:ss.SSSZ
   
   
   

Filters are a way to ensure actions get performed only on the items you want. With filters, you can set a specific condition, if condition is true, it will proceed the next step of the workflow. You can also set else path of workflow, if the condition is false.

1. When you are adding more apps on the workflow, click Filters, see step-3 for more details.
   
   
2. You can apply filters to the output of previous app(s) output fields by selecting workflow's previous app(s) output field. Then, Select Filter Condition, and provide Filter Condition Value.
   Note: You can also add AND or OR condition by clicking on AND/OR.
   
   
   
3. You can also define the path to follow, if your set of conditions in filters does not meet with the output of previous APP. For this, click on Else.
   
   
4. Once you selected Filter in the above steps, you can do following action:
   • Save: Click Save to save the filter configuration.
   • Skip and Continue: Click Skip and Continue to skip the filter configuration and continue with the existing workflow.
   • Cancel: Click Cancel to cancel the filter configuration.
   
   
   
5. See the details of the available filter lists:
   • Contains: Check workflow output field contains your given value.
   • Does not contain: Check workflow output field does not contain your given value.
   • Exactly Matches: Check workflow output field exactly matches your given value.
   • Does not exactly match: Check workflow output field does not exactly match your given value.
   • Is in: Check workflow output field has your given value.
   • Is not in: Check workflow output field is not in your given value.
   • Starts with: Check workflow output field starts with your given value.
   • Does not start with: Check workflow output field does not start with your given value.
   • Ends with: Check workflow output field ends with your given value.
   • Does not end with: Check workflow output field does not end with your given value.
   • Greater than - Number: Check workflow output field is greater than your given value.
   • Less than - Number: Check workflow output field is less than your given value.
   • Greater than - Date: Check workflow output field is greater than your given value.
   • Less than - Date: Check workflow output field is less than your given value.
   • Equals: Check workflow output field equals to your given value.