Hello World

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Introduction:

Imagine a support automation scenario where you want to send an email notification whenever someone fills out a form. Instead of tackling the entire complex process right away, we'll start by creating an automation that sends a basic email notification. Let's proceed step by step.

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Hello World Automation Exercises

Follow these steps to build your first Hello World automation!

Step 1: Create a Basic Form to Enter a Message

Add a Form

1. Go to Automations → Forms in the menu.

2. Click Add at the top right to add a new Form.

3. Type Hello World Form for the name.

4. Click Submit.

Add a Text Input field

1. Drag and Drop a Text Input field.

2. Click on the field to open the field settings.

3. Type "send_message" for the Field Name.

4. Replace the default Field Label text with "Send Message".

5. Type "Type in a message to send here" for the Field Description text.

6. Click the Required checkbox.

Save the form

1. Click the Save button at the top right of the form builder.

2. Click Submit on the pop-up to confirm.

Step 2: Build a Workflow to Send an Email

Create a New Workflow

1. Go to Automations → Workflows in the menu.

2. Click Create at the top right to add a new Workflow.

3. Type Hello World Workflow for the name.

4. Click Submit.

Add the Starting Noop Action to the Canvas

1. Open the Core section in the left Actions menu.

2. Drag and Drop the noop action to the Workflow Canvas.

3. Replace the default core_noop name with send_message.

4. Type "This action starts the workflow" for the Description.

Add a sendmail Action to Send the Message

1. Open the Core section in the left Actions menu if it's not already open.

2. Drag and Drop the sendmail action to the Workflow Canvas.

3. Replace the default core_sendmail name with to_email.

4. Type "This action sends the email" for the Description.

5. Type the following for the next several fields:

   • Sender: [e-mail]

   • Recipient: Your own email

   • Subject: Hello World

   • title: This is a Test

Add Basic Jinja to Reference the Form Input.

1. Click on the Jinja editor button next to the message field.

2. Type the following to reference what we type in the form:

{{ CTX.send_message }}

3. Close the editor.

Create a Transition

1. Click and Drag the transition from the noop action to the sendmail action.

   • To do this, you will need to hover over the gray circle under the On Success section of the noop action.

Publish to Save the Workflow

1. Click Publish to save the Workflow.

2. Click Submit on the pop-up to confirm.

Step 3: Connect the Form to the Workflow with a Trigger

Add a Form Trigger

1. Click the Add Trigger button at the top menu.

2. Type "Hello World Trigger" in the Name field.

3. Click the Enabled slider.

4. Choose Core - Form Submission for the Trigger Type.

   • You can type form to see the option.

5. Choose the Hello World Form form under Trigger Parameters → Form.

6. Click Submit at the bottom.

Save the Workflow

1. Click Publish to save the Workflow with the new Trigger and Configuration.

2. Click Submit on the pop-up to confirm.

Step 4: Send a Message!

View the Form URL

1. Click the View Direct URLs button next to Dynamic Form URL.

   • If the Trigger isn't still open then click Edit Trigger at the top menu next to our Form Trigger

2. Click on the link.

Send Hello World!

1. Type "Hello World!" in the form field.

2. Click Submit.

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Conclusion

Congratulations! You've just built your first automation—an email notification triggered by form submission. While this example is simple, it showcases the essence of automation and sets the stage for more complex workflows.

Feel free to explore other available actions and continue building your automation skills. Your journey into automation has just begun, and we're excited to see what incredible automation you'll create in the future.