Step 3: Trigger the Flow

The third step is configuring the Flow “CustomerActivityCreated” in the Process “CustomerJoinDateAnniversaryNotification”. When this Process is executed, it will trigger the Flow. Once the Process is executed with the Flow, three (3) records will be created in the entity “UserName_Acc_Activities”.

• Process created record has the fields:

  • Created By: Anniversary Routine App

  • Description: “This is the Anniversary of Customer joining date”.

• Flow created records are as follows:

  • Created by: ActivityEmailSender FlowApp and Description: Customer Anniversary Congratulations email record.

  • Created by: ActivityEmailSender FlowApp and Description: Premium membership free trial for 30 days (after a delay of two (2) minutes.)

Update the Process configuration as follows:

• To open the Process template, click “Process” under the “Data Integration” menu on the left side panel.

• A list of created Processes is displayed. To open the Process “CustomerJoinDateAnniversaryNotification”, click on its name in the list.

• The Process is displayed.

• To configure the Flow to be triggered, go to the “Code” tab.

• To trigger this Flow from the Process “CustomerJoinDateAnniversaryNotification”, click here to see the steps under Triggering Flow section.