Step 1 - Trigger
The trigger is what kicks off a workflow or a movement of data between applications. A trigger can be scheduled - running once a day at midnight for example, a change in an underlying application - a new lead uploaded to Marketo, or some end user activity - customer sends an email or fills out a form.
Step 2 - Source data
This is the key information that will be used in the workflow. Usually this is a piece of information extracted from an application, but in the Tray Platform it can also be a CSV file or spreadsheet, the contents of an email, or data from a warehouse or corporate database.
Step 3 - Logic
These are steps that the workflow takes to determine what to do with the information such as a comparison - Is the new lead from a company with greater or less than 500 employees?, or looping through a list to find a specific entry - Do we already have an account record for this company?
Step 4 - Formatting
This is where we “transform”, or more simply manipulate the data to get it into the form needed for the final destination or action. This can be extracting fields, formatting dates, parsing a URL, or merging information from different sources.
Step 5 - Action
This is ultimately what we’re going to do with the information. Most of the time this means moving it to the destination application - adding a new lead record in our CRM, but you might also want to trigger a Slack notification, or send an email to notify the sales team to follow-up.