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      Flows: Adding Linked Apps

      Learn about Linked Apps in Flows here in this article.

      This article covers the following topics:

      What is a Linked App?

      In Knack Flows, a Linked App links your Knack app with third-party apps or services, allowing data to flow between them seamlessly. By setting up Linked Apps, you can automate workflows, synchronize data, and integrate multiple systems to work together without manual intervention.

      For example, a Linked App might allow you to send form submissions from your Knack app to a CRM like Salesforce or trigger an email notification through Mailchimp when new data is added.

      Linked Apps streamline your processes by automating data exchange and eliminating repetitive tasks, improving efficiency.

       

      How To Add a Linked App

      To add a new Linked App in Knack Flows, follow these steps:

      1. Navigate to Flows
        From your Knack builder, click on the Flows tab in the left navigation bar.

      2. Choose Add a Linked App
        In the Apps tab, locate the "Add a Linked App" button. This will prompt a list of available apps and services that Flows integrates with.

      3. Authorize the Linked App
        After selecting the app or service, you may be asked to log in and authorize Flows to access your account. This step securely connects your Knack app with the chosen service.

      4. Begin Creating Your Flow
        Once you have successfully added the linked app, you are now ready to start creating Flows that will enable seamless integration with it.

        connectionapp1

      What Linked Apps are available?

      Knack Flows supports a wide range of integrations to streamline your workflow. These Linked Apps allow you to link Knack with popular platforms such as:

      • CRM Tools: Salesforce, HubSpot
      • Communication Tools: Slack, Mailchimp
      • Storage Solutions: Google Drive, Dropbox
      • Payment Gateways: Stripe, PayPal
      • Project Management: Asana, Trello

      Tip:  For the full list of available connector apps, see our app here: Knack Flows Functionality

       

      How to Edit Linked Apps

      If you need to make changes to an existing linked app, you can easily edit the connection settings without having to rebuild Flows utilizing the linked app. Here’s how:

      1. Open the Apps Tab
        Navigate to the Apps Tab within Flows.

      2. Select the Linked App
        Click on the linked app from the list. This will open the configuration panel.

      3. Edit the Linked App Settings
        From the configuration panel, you can modify the details of the linked app, such as updating the login credentials, changing the data fields being transferred, or altering triggers.

      4. Save Changes
        After making the necessary updates to your linked app, save your changes and test Flows utilizing the linked app to confirm that they continue to work as intended.

      5. Reauthorize if Necessary
        In some cases, you may need to reauthorize the linked app (e.g., if your login credentials have expired). From the screen below, you can update, test, and delete your linked app. Clicking "Grant Access" will allow you to reauthorize.

      linkedappsscreen