In this lesson you’ll learn:
- How to add a trigger to start your workflow
- How to connect your external apps to Keragon
- How to configure a trigger to be fired when something happens in an external app
- How to test that your trigger works
Introducing our example workflow
Starting from this lesson and continuing throughout the course, we will use a simple workflow as an example. This way, you will better grasp the concepts and comprehend how each step can be applied in practice.
Our example workflow will aim to automate the patient intake process by seamlessly integrating Jotform, a form builder platform and DrChrono, an EHR platform.
- Trigger: Patient submits an intake form via Jotform, triggering the workflow.
- Action: Then we create a new patient record in the DrChrono EHR system.
This is a very common workflow we see our customers implement. For this beginner course, we have simplified it to make it easier to understand. By the end of the course, our workflow will look like this in the editor:
It’s easier to build your workflows one step at a time
We encourage you to build workflows incrementally, starting with one step at a time. Breaking your workflow into smaller steps not only makes the process less intimidating but also allows for easier troubleshooting and continuous improvement. By focusing on small, manageable tasks, you can ensure each part functions correctly before moving on.
Adding the trigger step
The first step in any workflow is to add the trigger step. In our case, we want to choose the Jotform trigger that activates whenever a new form submission is received. Simply open the connector catalog and search for it!
What if you can't find the trigger you need?
Use the banner at the top of the connector catalog to request a new vendor or trigger. We're continuously adding new integrations to enhance your experience.
Connecting your account
Now it's time to connect your Jotform account to Keragon. This connection allows Keragon to receive updates from your Jotform account.
Once your app connection is set up, we create an Authentication. This Authentication can be reused in as many future workflows as needed. You can manage your app authentications in the Authentications tab in the main Keragon dashboard.
How can I find my credentials?
Connecting an external app in Keragon typically involves entering your login credentials, such as your username and password. Occasionally, it may also require a developer key or API key. Don't worry - we’ll always provide a link to a step-by-step guide for that, which you can find on the screen where you connect your account.
Configuring the trigger inputs
The next step is to fill in any inputs to customize the trigger’s behavior. For our example workflow, we need to select the specific form we want to receive submissions for. We want the workflow to start when a new patient submits a form, so we choose the New Patient Enrollment Form.
Completing step configuration
If you see the phrase `Not configured` under a step’s name, it means the step configuration is incomplete. Hovering over the Not configured phrase will show what is missing. Usually, this indicates that you have not connected your account or forgotten to fill in some required inputs.
Testing the trigger
We’re ready to test our trigger and see it in action! Simply click on the “Test with sample event” button and choose one of the samples.
Note that you do not need to perform an actual test submission. Keragon connects to your Jotform account and retrieves the five most recent submissions automatically. You can select any of these recent submissions, which will serve as your test submission for building the rest of your workflow. The results from this test submission will be used in the next step when we configure the action.
Next lesson
In this lesson we learned how to add, configure and test a trigger. You can now jump to the next lesson in which we’ll add an action step.
Add an action step