The Basics

In this guide, you will learn about the basic concepts of the workflow and how can you achieve automation for your tasks using our Integration platform. In order to make the picture more clear, we have also discussed a simple example of workflow to get a general idea for building a workflow.

What is Integration? Integration is an integration platform that enables you to automate tasks by connecting apps and services (such as Marketo, Salesforce, Evernote, and Gmail). It lets your favorite apps exchange data and talk to each other seamlessly. It eliminates the need to hire an expensive developer to build your favorite integrations. Integration offers hundreds of web services for workflows. With the help of these, you can create custom workflows by defining triggers and actions, and automate almost every aspect of your work/life.

What is a workflow?

To get started with Integration, you first need to create a workflow.

Workflow is a connection between two or more web apps or services. It’s like a set of steps required to perform a task. You define these steps once and Integration will automate the execution for you, every time. In simple words, creating a workflow is like defining your conditions:

‘When an event occurs in ‘Service A’, do something in ‘Service B’, and (optionally) pass on the data to ‘Service C’, ‘Service D’, and ‘Service E’.


Let’s look at an example workflow to understand it a little better.

When a new note is created in my Evernote account, translate the note in Spanish (using Google Translate Text), and send the translated text to my Gmail account.


When a new bug is created in Zoho Projects, create a new card in Trello, and send me a text message on my mobile phone.

Once you define this, Integration will take care of the rest.

For the first scenario, Integration will keep checking your Evernote account regularly. As soon as a new note is created, it will extract the body text, and convert it to Spanish using Google Translate Text. This translated text will be then sent to your Gmail account. All this will be done automatically, within seconds, without any efforts from you.

If 10 notes are created in your Evernote account, Integration will repeat the same process 10 times, while you sit and watch the magic happen.

This is an example of a simple workflow. You can create more complex workflows by using many operations in a single workflow.

Now that you know what Integration is, let’s learn how to create first workflow.