Once you set up your app, the next step is to populate it with templates. They are the workflows composed of different steps which represent activities, like Actions and Triggers. Template building is relatively easier than app creation. The purpose of this article is to walk you through the basics of the 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

Every template consists of two or more steps in a particular sequence. These steps could be any type of activities that you have previously created and configured during the app creation. There are a bunch of activities that you can choose from like Actions, Triggers, Queries, etc. These will be discussed in detail in this chapter.

A step is added by choosing the Add Step button in the template builder.

Clicking on it will give you multiple options that you can use as steps. These options look like this:

The above steps from left to right are:
Trigger, Action, Query, Adapter, Filter, Loop, Setup, IF Condition, Scheduler.
Note that only the Trigger and the Action step's details will be discussed in this article, the rest of the steps have their own help guides that you can visit by clicking on the respective embedded links.

Once you select a step, that step will be added to your template and a detailed configuration window for that step will be opened, as shown below.

On the top right side of this box are two buttons.

The toggle button controls the visibility of the respective step. If you turn this button on, this step will be visible to the user at the time of integration.
The second green button gives you the option to collapse a step. Clicking on it closes the details of the step and shrinks it to only its name (activity type and app name). This allows you to save space and make sense of the workflow between different steps. A collapsed step will look like this:

Hovering your mouse over a collapsed step will also show you a few icons as shown below.

The numbered icons work as follows:

  1. Edit step: Expands the template step and allows you to configure the details.
  2. Remove step: Deletes the corresponding step.
  3. Add step: Adds a child step below the corresponding step. 

Many activities can have multiple child steps. It depends on you how many steps you want to add and how you want to compose your template’s algorithm. 

The trigger step

The first step of building your template is usually 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

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.

In the example above, we need to provide with Asana Project details. The project where the task is created. The data is mapped between the apps in this step. Leaving the field empty here will let it pick the default value of projects from the linked Asana account. The different features in this step are described below.

  1. Field Type: The field-type tells us 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, hidden etc.
  2. Editable Description: The description of the activity field can be edited by clicking this icon. In the above example, you can change the text, “Select the workspace” that is written as the default description.
  3. Add tags: This allows you to select an attribute from the trigger output andmap it to the respective activity field. This is mostly used in actionswhen an action takes the output of the trigger.
  4. Show Advanced Options: Clicking on this will give you a few extra optionswhere you can specify a help icon for the field, specify a CSS class forthis field if it is visible in the SDK, and add custom field actions.
  5. Field Visibility: You can toggle the visibility of the field with this button. This visibility option will decide if the field will appear to the user at the time of integration configuration in the SDK.
  6. Field Requirement: With this toggle button, you can set the field as required or optional.

You can also add more fields yourself using the add field button below the activity field. You can also choose from a number of additional configuration options that appear in a bar on the right side of your activity field configuration.

The additional options that you can find on the bar on the right side are: Add Section, Add Tab, Add HTML, Add Template, Add Button, Delete.

Body of the trigger

Once you add and configure a trigger step, you can add other steps, like an Action, in the body of the trigger. So the action step will be a child step of this trigger and will only execute when the trigger will run. So if you have multiple triggers in a template, each can have its own body which will contain its set of specific steps. Let's see the above example for the Asana trigger that we created.

The highlighted button above will allow you to add steps in the body of the trigger.

You can add as many steps as you like inside a trigger. An example of an action and a utility step added inside a trigger is shown below.

So for the above example, when new task is created in Asana, an issue will be created in Github and also, the value will be stored in Storage. For multiple triggers, we can make the current example two-way sync. The simplified version of two triggers with their bodies will look like this in the template:

The Action Step

Next, we’ll see how to add an action. As indicated above, you can always add an action inside a trigger step. Click the first icon after clicking the Add Step button 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. This is talked about in detail here.

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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