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Learning Claris Connect

via LinkedIn Learning

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Details

Provider

LinkedIn Learning
Pricing

Free Trial Available
Languages

English
Certificate

Certificate Available
Duration & workload

2 hours 2 minutes
Sessions

On-Demand
Level

Beginner

Found in

Pragmatic Institute

Foundations for Product Management Success

Corporate Finance Institute

35% Off Finance Skills That Get You Hired - Code CFI35

Overview

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Integrate your business applications easily and efficiently with Claris Connect. Learn how to automate tasks and create streamlined workflows.

Syllabus

Introduction

Working efficiently with Claris Connect
Claris Connect concepts
What you need to get started

1. Working with Projects

Create a project
Editing, renaming, and deleting a project

2. Working with Flows

Creating a flow
Configure a trigger
Configure an action
Enabling or disabling a flow
Testing a flow
Editing a flow
Viewing flow history
Flow settings
Flow versions

3. Working with Steps

Renaming, duplicating, and deleting steps
Using step data
If-then steps
Repeat steps
On-error steps
Stop steps

4. Apps and Utilities

Using utilities
Scheduling flows
Creating an approval
Using variables

5. Using Webhooks

Creating a webhook

6. Claris FileMaker and Claris Connect

FileMaker connector options
Preparing your FileMaker file for Claris Connect
Adding a FileMaker connector trigger
Creating FileMaker records
Editing FileMaker records
Executing FileMaker scripts
Getting and deleting FileMaker records
Finding FileMaker records

Conclusion

Making the most of Claris Connect

Taught by

Cris Ippolite

Reviews

4.7 rating at LinkedIn Learning based on 24 ratings

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