Creating your first journey
Create your first ever workflow automation swiftly through integrating apps at a quick glance. Understand its effortless execution and experience the breeze of automation resulting in time-saving.
Creating a journey using Quickwork is as easy as a pie. In just a few mouse clicks and with the help of a valid set of credentials of the applications you want to integrate, your journey gets ready to automate your tasks in a blink of an eye. Follow the below steps to get started with creating your first journey.
Before you start creating your first journey, make sure you have registered and signed in to your Quickwork account:
Figure 1: The login screen
Select a folder in which you want to create a journey, say Task, as shown in the following image. To know how to create a new folder, click here:
Figure 2: The Task folder
To start with a new journey, either click the + Create Journey button or click the Get started by creating a new journey link. You will be redirected to the journey window where you can see various fields such as Journey Name, Event, Steps, and options to save and start your journey:
Figure The journey configuration manager
Let’s begin by creating the following simple use case as our first journey.
Get the employee goals survey details and store them in a specific spreadsheet so that the company can roll out the appraisals for the year 2022.
- Trigger: Typeform - New Form Response
- Action: Google Sheets - Add row (new version)
Create a Typeform named Employee Goals and publish it. It must have a few questions that the employees can answer. The following image is the structure of Typeform we will be using to record the employee goals:
Figure 4: Employee Goals survey form
Now, create a spreadsheet named Employee goals survey in Google Sheets. Give headings to the sheet columns as per the questions mentioned in the survey form. This helps to classify and sync the answers in a proper manner:
Figure 5: Employee goals survey sheet
Let’s start creating it step by step.
Before configuring the trigger, let’s give a name to our journey. To do so, click on the edit button given besides the name of your journey title in the header of the journey configuration manager. Enter the name of your choice, e.g., Typeform - Google Sheets.
To configure the trigger event, follow these steps:
- 1.Select the required app from the Apps drop-down menu displayed right below the New Trigger block. According to the use case, select Typeform. You can use the search option to search for the desired app.
- 2.On selecting the required app, a new drop-down menu will be displayed right next containing a list of the available trigger events for that particular app. In our case, select the New Form Response trigger:
Figure 6: Selecting the Typeform trigger
Now, the app that you have selected (Typeform) requires a connection with Quickwork.
Since we are creating a new connection as shown in Figure 5: Selecting the Typeform trigger, there won’t be an option to select an existing account. Click here to know more about the connections and how to manage them.
Click the Link an account button. The Typeform authorization window will open. It contains a list of permissions and scopes that Quickwork performs on your behalf. Click the Accept button. Your Typeform account is now connected with Quickwork.
If you are not logged in to your Typeform account, please do so first. Also, connect the Typeform account in which you have created the Employee Goals survey.
In this way, we have successfully connected Typeform with Quickwork our trigger. The input fields open up after a successful connection. In the Form input field, select the Employee Goals form:
Figure 7: Typeform trigger
You can add one or more actions depending on the requirement of your journey. As of now, we will be configuring one action to understand the entire process. Scroll down to the Steps section. You'll get the following two options:
- 1.Simple Action
- 2.Business Logic
Figure 8: The options to configure an action step
Click on the Simple Action option. A new drop-down will appear containing a list of apps. Select Google Sheets. Once you select the required app, a new drop-down will appear right next to it containing the Actions available for the Google Sheets app:
Figure 9: Select Google Sheets app
According to our use case, we will select the Add row (new version) action:
Figure 10: Google Sheets action
Now, click on the Link an account button to establish a connection between Quickwork and Google Sheets. This will redirect you to the permission window as shown here:
If you have not logged in to your Google account, you will be asked to do so, first, by entering your valid credentials.
Figure 11: Allowing permissions
Click the Allow button to authorize Quickwork to perform the tasks on your behalf. Once your connection is successfully established, you’ll see the further action fields of Google Sheets as shown here:
- Spreadsheet: Selec Employee goals survey from the drop-down menu.
- Sheet name: Select the sheet. E.g., Sheet1. Next, the headings of the sheet will open as input fields. Drag and drop appropriate responses data pills in these input fields respectively from the Typeform | New Form Response Trigger under Data Tree Output:
Figure 12: Configuring the Google Sheets action
After you have finished entering all the required details and have successfully configured all your triggers and actions, click on the Save Changes button to save your journey. Then click on the Save & Start button. This will first test the journey for errors if any and then will execute the journey. In case of errors due to missing or invalid inputs in your app fields, you will get its list on your journey configuration manager. You will have to first solve all the errors and then you will be able to start your journey.
To test the journey we have created, let us create the trigger event we have defined. In other words, answer the question of the Employee Goals form and submit it.
As soon as you do this, your journey will execute in the background and will store the employee details in the respective columns of the Employee goals survey sheet:
Figure 13: Records saved in Google
In this way, we have learned about triggers and actions, selecting or entering the details in their respective fields, configuring, and executing the journey. You can try using triggers of different apps from our list of services along with the combination of one or more actions to create complex yet easy and productive journeys. In the next document, we will look into the connections and the versions of the journey (using different use cases). Stay tuned!
Last modified 1yr ago