How to Automate Workflows Without Coding: No-Code Workflow In Clappia

A workflow is a series of steps that are used to automate business processes with the help of apps and services(including APIs). Workflows are a staple of businesses today. They give business owners the ability to automate business processes so that they are streamlined and easily tracked. If you want to create No-Code workflows for your business processes, but don’t know where to start, read on!

Creating workflows at home or at work can be a tedious process and time-consuming. But with No-Code, it becomes much simpler. Here are 6 informative tips to help you create workflows without writing a single line of code.

1. Create a task list

Before you start creating workflows for your business process, you need to plan your workflow. Creating a list of all the tasks that need to be automated in the business processes of your company would be the first and foremost step. For example, you want to create a workflow for invoicing customers. The list of processes involved for this particular workflow would be:

• Creating an invoice template.
• Entering the customer details.
• Entering the invoice details with real-time app data.
• Creating workflow with trigger function (email, push notification, Slack, SMS, or WhatsApp).

Similarly, you can create different task lists for other business processes in your company such as sales, marketing, customer service, and administrative functions of a company.

2. Build No-Code apps within minutes

If you are thinking about creating workflows without code, you need to create apps for the end users. These apps can be created without coding in Clappia’s No-Code platform. They let the end users add, edit, and delete data (if necessary permissions are provided in the app) without having any knowledge about programming.You can create these apps without any coding knowledge. These apps can be created just by using the drag-and-drop features using the No-Code platform, Clappia.

You can create a task manager app and add tasks for your employees. You can also add automatic reminders for the due date of pending tasks through No-Code workflows.

3. Plan your workflow for effective implementation

Before you start creating a No-Code workflow for a business process, you need to understand what is going to get automated in the workflow, and what will be the trigger functions. Clappia’s visual No-Code workflow builder will help you build seamless workflows for various user actions within minutes.

This will help you understand what exactly you want to automate, and what will be the steps involved in the workflow. Plan your workflow with a simple list of all the processes involved that you are thinking of automating in a business process.

During your workflow planning, you can also think about how you want to extend the workflow at a later stage. You can add new steps to the workflow that you want to automate in the future. So, you can start with a simple process, and plan to add more complex ones later in the workflow. This will also help you understand if your workflow is working as you want it to.

4. Use automation with apps and services (including APIs) you already use

APIs will let you use the data in your existing apps and database with your apps in Clappia. For example, you would want to add or update data regarding some specific employee details, such as email address, phone number and serial number in your existing database outside Clappia. You can use the REST API which is already available in Clappia workflows.

All you need to do is go to the workflows tab in your Clappia app and select the REST API node and configure it accordingly. Now when you submit the employee details in your Clappia app the same data will be added or updated in the employee details database outside Clappia.

5. Set up your triggers in No-Code workflows

Triggers let you tell your workflow when a certain event has taken place and which workflow should be executed. The event can be something as simple as a change in a field or as complex as . You can create triggers in Clappia apps and then add the events that you want to trigger the workflow.

For example, let us say that you have a task in your workflow that needs to be automated, and the business owner has to approve the vendor for collaboration. The vendor will provide necessary details regarding their business such as vendor details (name, location, service to be provided etc), bank details and the relevant supporting documents to conduct business. You can create a trigger in the vendor on-boarding app such that, when the vendor submits the necessary information a workflow will be triggered and the business owner receives an email of the same.

6. Analyze data before adding the next step

While creating No-Code workflows, it is important to analyze data before adding the next step. Workflows aren’t just sequences of events, but also the analysis of data of your business process.

For example, you want to create a workflow for invoicing customers. Some customers have a change of email addresses and phone numbers. If you have a master app where the customers have their name, address, and contact details, you can create a No-Code workflow that invokes a new invoice, whenever a customer changes his/her details and another No-Code workflow where the customer details will be updated accordingly.