Use Microsoft Flow to automate processes

Microsoft Flow lets you create automated processes between your favorite apps and services. From within your app, you can run a Flow on one or more records.

Also, you can open Microsoft Flow from your app to view, edit, or create new flows. More information: Get started with Microsoft Flow

Manage your flows

Connect with Microsoft Flow from your app to manage your flows.

Note

To manage and run Microsoft Flow from your app, Microsoft Flow must be enabled in System Settings for you organization. More information: Flows in your organization

  1. On the toolbar, select Flows.

    Microsoft Flow menu

  2. The following options appear:

    • Select Create a flow to open a new browser tab and direct you to the Microsoft Flow site. On the Microsoft Flow page, select Continue to use an existing template or X to close, choose, or create a different one.

    • Select See your flows to open a new browser tab and direct you to the Microsoft Flow site where any flows in the Flow environment are displayed.

    • Select Login to flow to connect with Microsoft Flow and display available flows for you to run. This only appears if you aren’t currently signed in to Microsoft Flow.

    For information about creating a flow, see Get started with Microsoft Flow