These four steps first you'll select a trigger this is what will kick off your automated workflow then you'll select an action this is what happens next once the workflow is.
Started and then you'll test your workflow to see if it works the way you want finally you'll activate it so that it runs on a schedule and does all the work.
For you now let's build a workflow that informs us when our customers have questions or issues we can collect these questions using a.
Form in this case we can use a free service from google called google forms now in this form our customers can select the topic of their issue and add more details.
So let's find the google forms app first let's type that in and find google forms and then select watch responses now we'll need to connect our google forms account to make so that make can.
Load data and process them for us this is where we'll authorize the connection now the next step is to select the spreadsheet where the answers from the.
Form are collected so the spreadsheet is called the ticketing system in our case because this is what we're building right now and in that spreadsheet there's a single.
Sheet that we need to select as well for the settings okay so let's confirm the setup and now we can tell make where it should start looking for data so with the choose.
Manually option we can look at what came in previously and select specific entries or we can go with the all option and that means we can just grab any existing.
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Form entry that's already there starting - Make Automate
From the first one so let's confirm that okay so the trigger is set up and now we'll define what should happen next now we could for example use one of our.Templates and send the data from the form to an email or we could use the data from the form and send it to a slack message or we can assign the report issues to.
Different people on our team so in this case we decided to use a tool called trello which allows you to manage work with these cards so every time a new question comes in.
It's turned into a card like this and then you can drag and drop these cards to change their status this way you can track and manage the completion of the tasks so let's build.
Exactly that click add another module and find the trello app now this app has a lot of different actions that we can do but we're.
Interested in creating cards so let's select create a card now we can authorize the connection or select the previously used connection next we'll select a list from within.
Trello we've created before and it's called the ticketing system so let's select that here here for the list option.
We'll tell make where to put the new questions so we're going to select new ticket because new questions coming in should be marked as new tickets.
The next step is to define how the data coming in from the forms should be handled in trello so let's see how to do that when i click the name field here i can.
Choose what the card internal should be
Called and i can use the data from the form to do this in this panel i can choose the topic from the form and it's going to be used as the name of the.Newly created card this is essentially taking data from one app and putting it inside another app so let's do the same for the description field here.
There we can use the description of the issue from the forum and we can also add the contact details of the customer okay so let's confirm the setup now we can move on to the testing step.
Because our workflow has both a trigger and an action so to test your workflow click the run ones button so the green check marks tell us that the run was successful and now we can.
Check in trello that the new cards were created so we can see two new cards were added here and that means that the workflow worked as expected.
Now that we've tested our workflow it's time to activate it so to do that use the scheduling switch here to turn it on now it's going to run on a schedule the interval is 15 minutes by default.
But you can adjust that as you want and that's it make will now run this workflow for you i hope this was helpful and that you'll enjoy building visual workflows with make.
