Creating your first journey

Quickwork provides a no-code, API-based, enterprise-grade SaaS platform with 1,000s of pre-integrated apps to automate various business and consumer workflows.

Creating a journey using Quickwork Journey Builder is as easy as 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 will be ready to automate your tasks in a blink of an eye. Follow the following steps to get started with creating your first journey.

Step 1: Signing in

Before you start creating your first journey, make sure you have signed up and created your Quickwork Journey Builder. If you have your login credentials, you can directly login and start creating journeys in your automation builder account. The login page for the automation builder looks like this:

Figure 1: Login screen

Step 2: Selecting a folder

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 New journey button or click the Get started by creating a new journey option. You will be redirected to the journey window where you can see various fields such as Journey Name, Trigger, Steps, and options to save and start your journey:

Figure 3: New journey dashboard

A journey is essentially made up of two elements: A trigger and one or more actions. A trigger is something that fires off a journey and steps are the tasks that the journey performs automatically.

Step 3: Creating a new journey

Let’s begin by creating the following simple use case as our first journey:

Whenever you post a new message on the Facebook page via messenger, it sends the message content to an email address automatically.

Now, let’s divide our journey use case into two parts:

  1. Whenever you post a new message on the Facebook page via messenger; it will be your trigger.

  2. Send the message content to an email address; it will be your action.

Let’s start creating it step by step.

Step 4: Configuring the trigger

Before configuring the trigger, let’s give a name to our journey. To do so, click on the edit icon given besides the Journey Name title in the header of the dashboard. Enter the name of your choice, e.g., Demo Journey:

Figure 4: Renaming the journey

To configure the trigger event, follow these steps:

  1. Select the required app in the Apps drop-down menu displayed right below the New Trigger block. According to the use case, we are following you need to select Facebook Messenger. You can also 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 to it containing a list of the available trigger events for that particular app. In our case we need to select the New text message option:

Figure 5: Selecting a trigger event

Now, the app that you have selected (Facebook Messenger) requires you to create a connection with your Facebook account to check for new messages and trigger the respective actions when the journey is running. To establish the connection, you can either use an existing connection or create a new connection.

Since we are creating a new connection as shown in Figure 5: Selecting a trigger event, 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 connect to Facebook Messenger window will open:

Figure 6: The connection window

Enter the name of your choice in the Connection Name field. Then, enter the Facebook Page ID in the Page ID field. Once you have completed entering the details, click on the Link account button. Click the Continue as {your_name} button to complete establishing the connection:

Figure 7: Facebook permission window

In this way, we have successfully configured our trigger.

Click here to understand connecting Facebook Messenger in detail.

Some triggers keep a real-time check for the data while others keep checking at an interval of 50 seconds. These triggers are called webhook and polling triggers, respectively.

Now let’s try configuring an action of the Gmail app.

Step 5: Configuring the action

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. In the action window, you get two options:

  1. Simple Action

  2. Business Logic

Figure 8: Options to configure an action

Click on the Simple Action option. Upon clicking, a new dropdown will appear right below it to select the required app. Select Gmail. Once you select the required app, a new dropdown will appear right next to it containing the Actions available for the app selected. Currently, according to our use case, we will select the Send email action. Then, enter the name of your choice for the new action connection that is being established, say Gmail connection. Once you have entered the details, your action window will look like the following image:

Figure 9: Selecting a Gmail action

Now, click on the Link an account button to establish a connection between Quickwork and Gmail app. This will redirect you to the permission window as shown here:

If you have not logged in to your Gmail account, you will be asked to do so, first, by entering your valid credentials.

Figure 10: Gmail permission windows

Click the Allow button to authorize Quickwork Technologies to perform certain tasks on your behalf. Once your connection is successfully established, you’ll see the further action fields of Gmail as shown here:

  • To (required): Enter the email ID of the recipient to whom you want to send the message. E.g., [email protected]

  • Cc (optional): Enter the email ID of the second recipient to whom you want to send an email

  • Bcc (optional): Enter the email ID of the third recipient to whom you want to send an email

  • Subject (required): Enter the subject of the email you want to send

  • Message (required): Enter the email in rich format text you want to send. Also, pass the Text Message data pill from the New text message trigger output under the Data Tree Output:

Figure 11: Configuring Gmail action

Step 6: Saving your journey

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 Start Journey 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 dashboard. You will have to then first solve all the errors and only then you will be able to start your journey.

Step 7: Testing and executing your journey

To test the journey we have created, we will create the event we have defined. In other words, we will post a message via Facebook Messenger to Facebook Page which should trigger our journey.

To do this, log in to your Facebook Messenger app and send a message to the Facebook page:

Figure 12: Message sent to the Facebook page via messenger

As soon as you do this, your journey will execute in the background and you will receive the message content on the email that you had entered while configuring your Send email via Gmail action. Check the Gmail inbox for the same:

Figure 13: Message received on Gmail

In this way, we have learned about triggers and actions, how to select or enter the details in their respective fields, how to configure them and execute 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!