Building a flow
This article covers everything you'll need to know about building a flow. If you get stuck at a point below, please reach out to firstname.lastname@example.org — we're here to support you, and together we can build great things.
In this section, we'll cover:
- Key terms to know for building
- Working with steps
- Main building blocks of a flow
- Navigating around the canvas
- Adding cards
- Using keyboard shortcuts
- Editing and updating your flow version(s)
Now let's get started!
Key building terms to know
Flow: These are automations built in Parabola and look like a flowchart on your favorite piece of graph paper.
Steps: Flows are made up of steps and arrows. Every step either pulls in data into Parabola (import), pushes data out of Parabola (export), or transforms data within Parabola. Think of these are your data choreography or sheet music. In the screenshot below, you'll see two steps. One is an import integration pulling in data from Shopify and the other is a transform that cleans the data in a specific way.
Arrows: Arrows connect the steps and tell Parabola how the data should flow across the various steps.
Canvas: Flows are built on the canvas. It's where you add and arrange your steps and arrows.
Cards: Cards group steps together and add organization to your flow. They also feature a rich-text editor to give detailed descriptors and provide additional context to your step groups.
Working with steps
Parabola flows are composed of steps. Every step does a specific task, like find and replace or filter your data. We can place steps anywhere on our canvas. Drag them around and connect them to each other to pass data.
Main building blocks of a flow
When building a flow, start with a source step to bring data into Parabola and then use transform steps to make changes to your data, such as removing columns. Flows end with exporting the data out of Parabola, like updating a Google Sheet or sending an email. Parabola does not store data (other than flat files like CSV or Excel files), so Parabola flows always pull data directly from your source (ex: Shopify, Shipstation, Facebook Ads) and export to your destination for updating safe keeping (ex: Google Sheets, CSV files, Shopify).
Steps can be found in the righthand sidebar. You can search for steps using the search bar at the top, or you can explore our integration and transform categories to find the steps you need.
You can also click to "see all" of our integrations and transforms if you want to explore a full list.
Once you find the step you're looking for, click on the step to drag it onto the canvas. You can place is anywhere you'd like.
Steps that enable you to pull data into Parabola from your source can be found in the "Pull data from other apps" category.
Steps that enable you to transform data in Parabola can be found under "Explore Transforms".
Steps that enable you to send data out of Parabola can be found in the "Send data and Trigger Actions" category.
Configuring and editing steps
Once you have a step on your canvas, you can configure it by either double-clicking on the step itself or clicking on the gear icon that appears below when you hover on the step.
The steps' settings always live on the lefthand side. Once you've made your selections, make sure to click "Show Updated Results" to see your data update. Data in Parabola is always presented in a familiar table format.
When you're configuring a step, you can also use the "Search" bar at the top of the resulting data. We'll focus you in on the columns and rows that contain what you're looking for, but you can always expand columns and rows if you need more context.
Lastly, you'll notice 2-3 tabs at the bottom of your step window.
For steps where you're pulling in data to Parabola, the tabs will be "Results" and "Documentation".
For transforms steps, the tabs will be "Results", "Input", and "Documentation".
For steps where you're sending data out of Parabola, that tabs will be "Export", "Input", and "Documentation".
The "Results" tab shows you what your data currently looks like based on what you've configured in that step.
The "Input" tab shows you the incoming data coming into the step. It can be helpful to compare the data you see on the "Input" tab and the "Results" tab to make sure your step is configured the way you want.
The "Documentation" tab shows you helpful documentation about the step. This helps keep you within the step instead of having to go searching for documentation elsewhere.
The "Export" tab shows you what the data you'll be exporting out of Parabola looks like.
Authorizing a step
For our integration steps where you connect to a third-party service outside of Parabola, the first step will always be to authorize the step. Clicking "Authorize" will pop open a small window for you to login to that external service. Please note that authorizations to third-party services are currently controlled at the flow-level. You will be asked to reauthorize to the same service when working on another flow.
If you ever need to add, edit, or delete your authorization, click on the "Edit Accounts" dropdown in the top left corner of your step. You can select the option to "Add new account" or click "Edit" to edit or delete an existing account. Once you click "Edit", a pencil and trash icon will appear. Clicking the pencil icon will allow you to edit your authorization including renaming it, and clicking the trash icon will delete the authorization. If you delete an authorization in this way, all other steps in your flow connected to the same authorization will also lose its authentication.
Connecting steps with arrows
Arrows are the way we connect steps and tell Parabola how to pass the data across steps. You can drag arrows between steps to connect them. You can also disconnect steps by pulling the arrow from the receiving step. Once steps are connected, it will stay connected as you move the step(s) around.'
We also have drop targets that appear whenever you pull in new steps from the sidebar. By dropping a step in one of the drop targets, you'll see that the step will automatically be connected, even when it's placed in between two steps.
Duplicating or deleting steps
To duplicate a step, hover on the step and click on the middle "duplicate" icon that appears right below the step. All step settings will be preserved when you duplicate the step, but it will only duplicate steps within the same flow. To be able to copy steps across flows, see the next section, "Copying and Pasting steps within and between flows".
To delete a step, hover on the step and click on the "trash" icon. A confirmation prompt will appear asking you to confirm that you'd like to delete this step. You can also click on the step and hit the "delete" key on your keyboard to also delete the step. Once you delete a step, there won't be able to a way to retrieve it from the trash, so please be careful before deleting steps.
Copying and Pasting steps within and between flows
We also have a feature called "snippets" where you can copy and paste multiple steps within a flow and between flows.
To create a snippet, first, select the steps that you want to copy. If you copy steps connected together by arrows, their connections will be maintained when pasted. To select steps, you can hold the shift key and click on every step you are interested in copying. Or, you can hold shift, click on an empty portion of your canvas, and then drag a box to select a large group of steps. If you select too many, hold shift and click a selected step to unselect it.
Now, copy the steps using your keyboard. Use the Cmd/Ctrl key + the c key to copy. You can also use your browser menu to copy. A yellow banner will appear: "Copied to clipboard. Please be aware that copied steps may contain sensitive data."
Once you see that dropdown message, you can paste into a text document, you would see something like this:
That is what we call a snippet. Snippets do not expire so you can use it as many times as you need. You can even share them with others to use, even if they're on different Parabola teams. To paste a snippet, copy that whole string and then use your keyboard to paste that snippet on your Parabola flow (Cmd/Ctrl key + the v key to paste).
Snippets will contain everything they copied. If you copy a CSV or Excel file step, then that file will be in the snippet. If you copy an integration like Google Sheets or Shopify, it will not include any authorization details - so users will need to authorize with their own account. Be careful sharing snippets that contain API steps. API steps will bring along its settings, which may include API keys.
To move a single step on your flow, click down on the step and move your mouse. You'll see that the step moves where your mouse moves. You can release your step by lifting your finger off the mouse.
To move multiple steps on your flow, first, select the steps that you'd like to move. You can hold the shift key and click on every step you are interested in copying. Or, you can hold shift, click on an empty portion of your canvas, and then drag a box to select a large group of steps. If you select too many, hold shift and click a selected step to unselect it. If you copy steps connected together by arrows, their connections will be maintained when pasted.
Once the steps you'd like to move are selected, hold down on your mouse and move your mouse around. The same way you move a single step, you'll see that the group of steps moves where your mouse moves. Just release the steps by lifting your finger off the mouse.
Navigating around the canvas
Flows are built on the canvas. It's where you add and arrange your steps and arrows. We've build the canvas to be far larger than your computer screen, so we've built helpful features to move around and navigate around your canvas.
For some very large flows, you'll need to pan around the canvas and get to all the steps. You can click and hold on to the canvas and then move your mouse to move the canvas. The other way to pan is to scroll. When using a trackpad, place two fingers on the trackpad and move them around. The canvas moves as you move your fingers. When using a mouse, use the scroll wheel. Spinning a scroll wheel will pan the canvas up and down. Holding the shift key and spinning the wheel will scroll horizontally left and right.
You can zoom in and out of the canvas to adjust your view. Click on the slider in the bottom right and drag the dot left and right to decrease or increase the zoom level. When using a trackpad, zoom in and out by pinching in and out. When using a mouse with a scroll wheel, hold the command or the Apple key and then scroll the wheel to zoom in and out. That's zooming. It's good to note that the zoom uses the middle of the canvas as its point of reference so combining panning and zooming is a great way to effectively move around the canvas.
Cards are useful for grouping steps together and providing organization to your flow. They feature a rich-text editor to help document what a specific specific group of steps does. To add a card to your canvas drag a "New Card" from the sidebar into your flow. Drag additional steps over the card's drop targets to snap them into position. You can connect cards to steps that exist in other cards or on the canvas. They are especially useful when you have multiple collaborators on a flow so your teammates can quickly understand how you built the flow, what it does, and what they need to watch out for.
Using keyboard shortcuts
We've built in keyboard shortcuts to make flow building easier and faster.
- d: Duplicate the selected step(s)
- delete/backspace: Delete the selected step(s)
- space: Open the selected step's settings and results
- shift/command: Hold to select many steps (click them)
- shift + click and drag: Select multiple steps in a bounding box
- right click: Add a note
- arrow keys: Move the selected step(s) along the grid
- escape: Exit the selected step's settings and results
Step search shortcuts
- s: Start typing in the search bar
- escape: Clear the search bar
- up / down arrow keys: Highlight the step above or below
- enter: Add the highlighted step
Editing and updating your flow version(s)
For information on editing and updating your flow, head to the next article, Updating and running your flow.