Create flows

To automate the flow of data from Salesforce to AppDirect, you can create custom flows. When the records that match the criteria you defined in the flow are updated or created, the transfer of data is automatic.

The following table describes common use cases and their corresponding flows:

Use Case	Flows	Trigger
Eliminate manual data entry by importing account and contact information from Salesforce	Create a transmit company flow	Account is changed
Initiate and finalize orders within a Salesforce opportunity.	Create a transmit company flow Create a transmit opportunity flow Create a transmit opportunity item flow Create a delete opportunity line item flow Create a finalize opportunity flow	Opportunity is created Opportunity product is added Opportunity product is removed Opportunity reaches the closed or won stage
Initiate opportunity within Salesforce but finalize order in the marketplace.	Create a transmit company flow Create a transmit opportunity flow	Opportunity reaches negotiation stage