Creating Your First Workflow
Last updated July 24, 2024
Welcome to the world of workflow automation with Pipedream! In this guide, you'll learn how to create your first simple workflow from scratch. This beginner-friendly example will walk you through the basic steps of connecting a trigger, adding an action, and setting up the flow of data.
Building a Workflow to Send a Slack Notification When a New File is Uploaded to Google Drive
Let's create a workflow that sends a Slack notification whenever a new file is uploaded to your Google Drive. This workflow will demonstrate how Pipedream can connect different services and trigger actions based on events.
Step 1: Choose a Trigger
- Log in to Pipedream: Visit the Pipedream website ([https://pipedreamlabs.co/](https://pipedreamlabs.co/)) and log in to your account.
- Create a new workflow: Click the "Create Workflow" button on the dashboard.
- Select a trigger: In the "Choose a trigger" section, search for "Google Drive."
- Connect to Google Drive: Click the "Google Drive: New File" trigger. You'll be prompted to authenticate your Google Drive account, giving Pipedream access to your files.
Step 2: Add an Action
- Choose an action: In the "Choose an action" section, search for "Slack."
- Connect to Slack: Select the "Slack: Send Message" action and authorize Pipedream to access your Slack workspace. You'll need to choose a channel to receive the notifications.
Step 3: Connect the Trigger and Action
- Drag and drop the trigger and action: Take the "Google Drive: New File" trigger and drag it to the workflow canvas. Do the same for the "Slack: Send Message" action.
- Connect the components: Use the arrow tool on the workflow canvas to connect the trigger and action. This creates the workflow path that defines the flow of data and actions.
Step 4: Configure the Workflow
- Customize the Slack message: Edit the message content within the "Slack: Send Message" action. You can personalize it with information about the new file, such as the file name, date, and link to the file in Google Drive. For example, you can create a message like: "New file uploaded: [[file_name]] - [[file_link]]."
Step 5: Test and Run
- Test the workflow: Pipedream provides a testing feature that allows you to simulate the trigger and check if your workflow works correctly. This can be helpful to debug any errors and ensure the notification is sent as expected.
- Turn on the workflow: After testing, you can activate your workflow by toggling the "ON" switch. Now, whenever a new file is uploaded to your Google Drive, Pipedream will automatically send a Slack notification to your chosen channel.
Congratulations! You've successfully created your first workflow using Pipedream. It's as simple as connecting two points and letting Pipedream do the rest. By experimenting with more triggers and actions, you can automate various tasks across your favorite apps and services.