Organize your flow into grouped steps and add rich-text formatting to give detailed descriptions or instructions. Include title headers, bold and italicized text, bulleted lists, and more.
How it works
Cards are a tool for organizing your flow, or adding context to it. They don't affect how a flow actually runs.
It is likely that you will need to connect steps that exist outside of a card. To do this, drag your arrows to other steps in two ways:
Connect to a step outside of a card
The example below shows an arrow being dragged to a step outside of a card. When this flow runs, data will be sent to a Google Sheet in addition to a CSV email attachment.
Connect to a step in another card
The example below shows an arrow being dragged to a step in a separate card. When your flow runs, it will pull in data from Shopify and send it to a Google Sheet. It will also pull in another Google Sheet, combine it with the original Shopify data, and update inventory levels in Shopify.
By default, a new card will automatically populate with a New Card heading and a text block to add rich text.
Adding a step to the card
To add a step to a card, drag a step over the grey bar near the bottom. Once the bar darkens, you can drop the step into the card.
Once the initial step has been added to the card, simply drag another into the card and release it over the drop target to snap it into position.
To expand the card, drag a new step over the grey bar to the right or bottom of the card.
Adding rich-text formatting
To add rich-text formatting to your cards, hover over a text block and select the three dots ....
Format your text block as a Paragraph, Bulleted list, Numbered list, or Heading. You can also add an additional text box above or below the currently selected one or delete a text block from your card.
- Italicize your text by pressing Command + I on a Mac or Ctrl + I on a PC
- Bold your text by pressing Command + B on a Mac or Ctrl + B on a PC
Save cards with steps and documentation to re-use them in the same flow, or any other flow. Card templates can be used by anyone on your team, and can be updated by the original author.
What are Card Templates
Card Templates are great for sharing common data sources, re-using bits of flows, sharing documentation, and keeping flows up to date.
They can be any card that you have decided to save.
Card Templates can contain just documentation, just steps, or both.
Why use Card Templates
Use card templates when you find yourself doing the same thing multiple times in the same flow, or across multiple flows.
Sometimes when building a flow, you will need multiple branches of the flow to use the same logic. You could just copy and paste the steps, but if you instead create a Card Template, each of those branches will use the same logic. If you need to make an update to all of the branches, you can just update the card template, and then accept the update on each branch.
Card Templates are also useful for re-using authorization in steps. You can save cards that contain authorized step, like API steps, Shopify, or databases, so that you and your teammates do not need to re-add the auth to ever flow that you use that step in. Sharing auth credentials in a template is optional.
Card Templates do not need to have any steps in them. Use them as a shared source of documentation or best practices that can be kept up-to-date easily.
How to use Card Templates
Creating a Card Template
Convert any card into a Card Template by clicking on the Save as a template button in the top left of the card
When creating a Card Template, the Title of the card will become the title of the template, and the first bit of text in the body of the card will be used as a description.
If your card contains any step with saved authentication, an accordion will be available in the Save Card Template menu, where you can choose to share all authentications in the card, or not. By default, authentications are shared. Read more about shared authentication below
If your card does not have an emoji on it, then your Card Template will select a random one. You can adjust that selection in the menu. Card Templates are required to have an emoji.
Once you save the Card Template, it will be immediately available for yourself and anyone on your team from the sidebar.
As an author, you can always access the menus for your card templates to see how many flows are using each template
Shared authentications in Card Templates
When a Card Template is enabled to share authentications, your teammates can pull that Card Template into their Flow and use source and destinations steps without needing to re-authenticate.
When using a Card Template that is sharing authentications, you must keep the authenticated steps inside of the Card Template. If you move the step out of the Card Template, it will lose access to the authentication. Moving the step back into its Card Template will allow it to connect to the shared authenticated account.
Card Templates that have been unlinked will lose access to those authentications.
Using a Card Template in a flow
From the builder toolbar at the top of the page, click on the Cards tab to pull up a list of all available Card Templates, as well as the Blank Card.
Card templates can also be found by typing in keywords via the builder toolbar search.
To use, simply drag a template in from the builder toolbar to place it on to your canvas, or click it to add it to the center of your canvas.
Card Templates will be added to your flow exactly as they were saved by the author. You can, however, make any changes to that card. When you do so, you will see that the template tag at the top of the card, will say Edited.
By clicking on the template tag at the top of the card (where the template status is shown), you can see options to revert the card back to the current unedited version in the sidebar, or compare it to the unedited version. Reverting your card will replace it with a fresh copy of the template and break all connection arrows that enter or exit the card. Comparing it will place a fresh copy of the template nearby for you to compare your card to.
You can also detach this card from the template system, which will turn it back into a normal card. That card could be re-saved if you need to make a new template from that card.
Updating a card template
Authors of the original Card Template can push new updates.
From any edited version of a card template, in any flow, the author of that template can choose to save card template.
Doing so will pull up the Card Template save menu, and will show you a summary of your changes, along with a summary of the usage of that card.
When you save your changes, every instance of that template will have its tag changed to Update available.
Those card templates will continue to work as expected. Editors of the flows that the templates are in can choose what they would like to do with that update. In the template menu, they can compare the new template to their own, which will insert a copy of the updated template nearby, or to update their template, which will replace their card with a fresh copy of the updated template. This option will remove any arrows connecting into the card, or leaving the card.
Archiving a template
Authors can also choose to archive a template, which will remove it from the builder toolbar. To do so, click on the archive icon when hovering over any of your templates in the cards section.
Archived templates that are already in use in flows will continue to work, but will not be able to get any more updates.
Authors can undo this action by finding an instance of the card template in a flow, and clicking on the option to restore it.