Locoia
  • Overview
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    • User types
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      • Flow Building Best Practices
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        • Jinja: (Custom) variables, wildcards and functions
        • Magic Code Samples
      • Connectors & APIs
        • Titles and References
        • Referencing data of objects, lists, arrays - how to pass data dynamically
        • Accessing Objects with JSONPath
        • Merging nested JSON objects
        • Parsing JSONs from String
        • Response Headers & Status Codes
        • Custom Data Fields
        • Wildcard API calls and actions
        • Response cleaning
      • Text Strings, Date & Time, Numbers and Currencies
        • Text and Strings
        • Dates & Time
        • Numbers (Thousand Separators, Currencies)
      • Email-formatting
      • Code Fields
      • Running single Flow steps
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      • Advanced View
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    • Community Library
  • Connectors & Helpers
    • Connectors
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      • AWS RDS Database - How to connect
      • bubble.io
      • Casavi
      • Chargebee
      • CleverReach
      • comgy
      • commercetools
      • Everreal
      • Exact Online
      • Facebook Marketing
      • Fahrländer Partner
      • FastBill
      • FILESTAGE.io
      • Freshdesk
      • Freshsales
      • Google Ads
      • Google Ads Lead Form
      • Google Analytics
      • Google Chat
      • Google Drive
      • Google Sheets
      • Gmail
      • HubSpot
      • Heyflow
      • iDWELL
      • ImmobilienScout24
      • Instagram Ads
      • Intercom
      • klaviyo
      • Kiwi Opening Doors
      • Klenty
      • Klipfolio
      • Kolibri CRM
      • konfipay
      • KUGU
      • Shopify
      • S3 AWS
      • SQS AWS
      • Lambda AWS
      • Learnster
      • lexoffice
      • LineMetrics
      • Linkedin
      • Locoia
      • Notion
      • MailGun
      • Makula
      • Microsoft Dynamics 365
      • Microsoft OneDrive
      • MixPanel
      • MongoDB
      • Odoo
      • OnFleet
      • OnOffice
      • Oracle NetSuite
      • Outbrain
      • Quickbooks
      • Trello
      • PandaDoc
      • Personio
      • Pinterest Ads
      • Pipedrive
      • Plentific
      • PriceHubble
      • relay
      • REALCUBE
      • Sage ERP
      • Salesforce
      • SAP
      • Scoro
      • Seafile
      • sevDesk
      • SharePoint
      • SharpSpring
      • Slack
      • Snapchat Marketing
      • Snowflake
      • Teamleader Focus
      • Teamwork.com
      • Tableau
      • TikTok
      • TinQwise
      • The Trade Desk
      • Twitter
      • Typeform
      • WordPress
      • Xero
      • Youtube
      • Zendesk
      • Zoho CRM
      • Zoom
    • Helpers
      • Scheduler
      • Webhook
      • Dict Helper
      • Spreadsheet Helper
      • REST Helper
      • Boolean Helper
      • Multi Case Helper
      • Looper
      • FTP Helper
      • CSV Helper
      • XLSX Helper
      • Mail Sender
      • Flow Trigger
      • File Storage Helper
      • Terminate Helper
      • Delay Helper
      • SQL Connector
      • PDF Helper
      • Zip Helper
      • Data Warehouse Helper
      • XML Helper
      • Form Helper
      • Arrow
      • Error Arrow
    • Authentication Types Available
      • Setting up authentication
      • OAuth1
      • OAuth2
      • Refreshable token
      • AWS Signature
      • Basic Auth and Other Simple Authentication Methods
      • How are API versioning and API updates handeled?
      • Custom OAuth2 clients (apps)
    • Building Connectors
      • Base Connector Setup
        • Connector Auth Validation
        • GraphQL APIs
        • Rendering with User Input
      • Building Connector Actions
        • Actions Examples
      • Search Automation
      • Pagination Automation
      • Uploading Files in Actions
      • Working with SOAP APIs
    • Super Actions
    • Webhook Trigger for Connectors
    • Data Mapping and Env Variables
  • Embed - White Label Portal
    • Embed Overview
      • 1. Embed Flow
        • 1.1 Creating Embed Flows
        • 1.2 Updating Embed Flows
        • 1.3 Embed Error Handling
        • 1.4 Setting up Callbacks for Integration activation/deactivation
        • 1.5 Setting up Remote search
        • 1.6 Setting up End User logs
      • 2. Configure Embed
        • 2.1 Embed Integration via SSO
        • 2.2 Proprietary connector setup
        • 2.3 Sharing level
        • 2.4 Consent screen
        • 2.5 Account Secrets
        • 2.7 Further settings
      • 3. Integrate Embed
        • 3.1 iframe vs native embed
        • 3.2 Customizing CSS
        • 3.3 Events emitted from iframe to parent window
      • 4. Embed for End User
        • 4.1 Embed Remote Search
        • 4.2 Embed End User Logs
      • 5. Test Embed Configuration
        • Testing example
      • 6. Embed Integrations and Connector Auths
    • Embed FAQs
  • Data and Dashboards
    • Dashboards & Insights
      • Introduction to Dashboards
      • Introduction to Insights
      • Introduction to Data Sources
      • Dashboard Filters
      • Insight Marketplace - Using Pre-Built Insights
      • Writing SQL Queries
      • Useful SQL Examples
      • Charts
        • Line Chart
        • Bar and Horizontal Bar Chart
        • Stat Card
        • Pie Chart
        • Gauge Chart
        • Donut Chart
        • Stacked Bar, Horizontal Stacked Bar, and Normalized Horizontal Stacked Bar
        • Multiple Line Chart
        • Pivot Table
        • Map Chart
  • Best Practice Guides
    • Integration Best Practices
    • Integration Check List
    • CSV Files in Excel
    • Multi-Tenant Flows
    • On-Premise Integrations
    • Database Connection Setup
    • Data and General Security
    • Using Tags
    • FAQ
  • API
    • Locoia API Authentication - Personal Access Token
    • Create Connector Authentication
  • Contact us
  • Status of Service
  • Data Privacy
  • Imprint
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  1. Automation

Flow Builder

Everything you need to know about building flows in our Flow Builder!

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Last updated 9 months ago

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When you enter the flow builder for the first time, you might feel a little overwhelmed by the heaps of functionality. No worries, we got you covered!

All features are here for a reason, and you will quickly be able to harness their full power. This section serves as your go-to guide - whether you can't quite figure out how to do something, or just want to refresh your memory.

Sections

Connectors & APIs
Text Strings, Date & Time, Numbers and Currencies
Referencing data of objects, lists, arrays - how to pass data dynamically
Jinja: (Custom) variables, wildcards and functions
Flow Building Best Practices
Flow run data retention, logging, and error notifications
Flow Builder - This is where the magic happens and automations and integrations are built