Getting Started


Getting Started

Step 1 getting started
  • First start by connecting your applications.


Connection List

Step 2 connection list


Connect Application

Step 3 connect application
  • You are prompted with a dialog to enter the application API credentials.
  • Depending on the application you're connecting, you will either have to enter login credentials via OAuth or API credential to complete the connection.
  • You can read our guide in the modal, or visit the documentation for the application you are connecting.


Application Connected

Step 4 payment processor connected
  • Having entered valid credentials the application should display as connected.
  • You can now use this application to build automations.


Build an Automation

Step 5 automation directory
Step 5 automation directory
Step 5 automation preview
  • You can create a new automation, or add to an existing automation.
  • When starting you will create a new automation, and you can add recipes to this automation later.
Step 5 configure automation
  • You can use our recipes to expand your existing automations or create new automations.
  • Drag on conditions nodes or actions to build your own logic.
  • Don't forget to publish your automation when you want it to be live. You can do this by clicking start, or publish on an updated automation.