Once you set up your app, the next step is to populate it with templates. They are the workflows composed of actions and triggers. Templates are easy to create. The purpose of this article is to walk you through the entire template creation process. Your dashboard, under the Templates tab, displays templates you have already created along with a Create a Template button. Click it and you will be directed to the New Template page. Time to define template workflow. 

Template Workflow

The first step of building your template is to add a trigger. To do so you need to complete the following steps which are:

  • Select App: Select from the list of apps as shown below. Cannot find the app you're looking for? Contact us at hello@integry.io!
  • Select Trigger: Select from the list of triggers of the selected app as shown below. Cannot find the trigger you're looking for? Contact us at hello@integry.io!

Configuring Template Fields

In the figure above, we added a Todoist trigger, Task Created / Updated in the project. The data that needs to be provided for this particular trigger to work is defined through trigger fields. The Activity Fields configured while setting up your app will display here. The figure below shows the fields. The important points are highlighted and numbered for your understanding.

We need to provide with Todoist Project details. The project where the task is created.   

The data between apps is mapped in this step. We will leave it empty here and this field will pick up the default value of projects from the linked Todoist account. The metadata of the field is defined below.

  1. Field Type: The field-type tells us the what kind of input will this field take. This field is a drop-down menu. There are other field types as well like text fields and hidden. 
  2. Field Visibility: You can turn off the visibility of the field using the toggle button at the bottom right corner. It will not appear at the time of integration configuration in your app. 
  3. Field Requirement: You can set the field as required or optional by turning off or turning on the toggle button at the bottom right corner.
  4. Editable Description: You can edit the description of the activity field.
  5. Add Tags: This allows you to select an attribute from the trigger output and map it to the respective activity field. This is mostly used in actions when an action takes the output of the trigger. 

A few changes reflected in the Template Builder

When you select an app, the logo of the app appears at the left top corner. The two highlighted icons are explained below: 

  1. If you turn the toggle button off the activity won’t appear in the widget
  2. Opens up a new menu as shown and explained below

The numbered icons are clickable and are explained below

  1. Adds a new action
  2. Adds a new trigger
  3. Adds a new condition. These conditions work as simple if-statement, where you specify which course of action the integration will take. For more, click here. 
  4. Closes the icon menu

You can view a green tick at the top right corner of the activity form, as you select the app and add the trigger or action. When clicked, the form is minimized as shown below.  

Next, we’ll see how to add an action.  Click the icon numbered 1 and an action form will appear in front of you.

  • Select App: Select from the list of apps as shown below. Cannot find the app you're looking for? Contact us at hello@integry.io
  • Select Action: Select from the list of actions of the selected app as shown below. Cannot find the action you're looking for? Contact us at hello@integry.io!

A template can have more than one action. The fields associated with “Create Task” action are shown below. It takes the name of the task that will be added in Doneday. We are mapping the task created in Todoist Project to the task that will be added in Doneday.

To map data between apps, we add a tag to that particular field. You can see the Add Tag button in the bottom left corner of the Task field. A list of tags will appear when you click it. In this scenario, we want to post a to-do item in Doneday when a to-do item is added in Todoist. We will select “{event_name}” as our tag so the task name is mapped and communicated between both apps.
These tag values are extracted from trigger payload. When an event (trigger) takes place in another app, the Webhook we receive is parsed and and passed onto action. 

Mapping Activity Fields using Objects

Another way to map  data between triggers and actions is through Objects. Objects enable one-click-mapping. Using objects, you do not need to map each field individually. Map an object, and the field are automatically mapped. Learn how to map fields using objects

Conditions

Conditions can be added at any point in a template. You can craft multiple flows of integrations with these conditions. They work the same way as simple if-statements work in code. To learn more about IF Conditions and how to add them to a template, click here.

Template Metadata

Once you create the workflow the next step is to define the template information that will appear in the widget inside your app. The widget appears under in the Settings tab of your app as shown below.

At the end of the template creation step, you will be asked to provide details of the template as shown below

The form above takes very basic information about your templates which will be displayed in the widget. 

Template Wizard
If the Wizard toggle button is turned on, the template will be multiple step wizard. Learn more

Lastly, click the Continue button to move to the Bundles page.

Happy Integrating! 

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