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Learning Claris Connect

Learning Claris Connect

2h 2mBeginner2021-04-15

Authors

Cris Ippolite

Cris Ippolite

Award-Winning FileMaker Trainer, Founder of iSolutions

Course details

In the digital transformation era, software integration is one of the biggest unsolved challenges. Claris Connect is the solution: a cloud-based integration platform that allows you to automate tasks and create highly efficient, streamlined workflows. Businesses can create their own custom application networks, greatly reducing the time it takes to connect systems and orchestrate tasks. This course introduces Claris Connect and shows how you can leverage this tool for automating tasks that integrate applications such as FileMaker Pro, Eventbrite, Shopify, Slack, Box, Mailchimp, and more. Instructor Cris Ippolite walks you through the basics of creating new Claris Connect flows, creating actions and triggers, using utilities, and even adding schedules or approvals to your flows. He also provides real-world examples that help you visualize the uses of Claris Connect for your business.

Topics include:
Working with projects
Creating a flow
Configuring triggers and actions
Looping with repeat steps
Working with step data
Using if-then logic
Managing errors
Scheduling flows
Adding approvals to your flows
Using variables and utilities
Creating and using webhooks in flows
Connecting flows with FileMaker apps

Skills covered

ConnectionsClarisFileMaker ProIBMDesktop DatabasesSoftware AdministrationLearningNetwork and System AdministrationBusiness Software and Tools

Concepts

0. Introduction

  • 01 - Working efficiently with Claris Connect
  • 02 - Claris Connect concepts
  • 03 - What you need to get started

1. Working with Projects

  • 04 - Create a project
  • 05 - Editing, renaming, and deleting a project

2. Working with Flows

  • 06 - Creating a flow
  • 07 - Configure a trigger
  • 08 - Configure an action
  • 09 - Enabling or disabling a flow
  • 10 - Testing a flow
  • 11 - Editing a flow
  • 12 - Viewing flow history
  • 13 - Flow settings
  • 14 - Flow versions

3. Working with Steps

  • 15 - Renaming, duplicating, and deleting steps
  • 16 - Using step data
  • 17 - If-then steps
  • 18 - Repeat steps
  • 19 - On-error steps
  • 20 - Stop steps

4. Apps and Utilities

  • 21 - Using utilities
  • 22 - Scheduling flows
  • 23 - Creating an approval
  • 24 - Using variables

5. Using Webhooks

  • 25 - Creating a webhook

6. Claris FileMaker and Claris Connect

  • 26 - FileMaker connector options
  • 27 - Preparing your FileMaker file for Claris Connect
  • 28 - Adding a FileMaker connector trigger
  • 29 - Creating FileMaker records
  • 30 - Editing FileMaker records
  • 31 - Executing FileMaker scripts
  • 32 - Getting and deleting FileMaker records
  • 33 - Finding FileMaker records

Conclusion

  • 34 - Making the most of Claris Connect

About us

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