Creating your first flow from scratch

Create a flow from scratch when you want to define its trigger, widgets, parameters, and paths yourself.

Before you begin

Activate the required channels and prepare their applications and resources.

Create the flow

  1. Log in to the Unifonic platform and open Flow Studio.
  2. On the dashboard, select Start a Fresh Flow. Alternatively, open My Flows and select Create.
  3. Review the automatically generated flow and its default name.

New flow with an automatically generated name

  1. Select the required trigger to open the Flow Studio canvas.
Information

Choose the trigger carefully

Review each trigger description before selecting one. You cannot change the trigger after selection.

Trigger selection in Flow Studio

  1. Configure the trigger parameters and select Save.
  2. Connect the required widgets, configure each widget, and select Save for each configuration.

Configured trigger and widgets on the Flow Studio canvas

  1. Select Save as draft to save without activating the flow.
  2. Select Publish, and then select Done to activate the flow.
  3. To test the active flow, select Test, enter the required variables, and select Execute.
Information

Live test

A test is a live execution. Messages and calls configured in the flow are sent during testing.

Test and Execute options for an active flow