Our visual scenario editor allows you to create and edit scenarios. The scenario editor opens up when you click the Create a new scenario button in your Dashboard. To edit an existing scenario, click the Edit button or the diagram of the scenario you wish to edit, in the scenario detail. This will open the scenario editor. Here, is a list of all of the elements you will see in the scenario editor:
The scenario schedule is represented by the clock icon. By clicking the clock icon, it will open a panel where you can schedule a scenario. Here, you can set when and how often your activated scenario is to be executed.
If you have not yet selected the first module for your scenario, a circle with a question mark is displayed in the middle of the screen. It will open up a panel where you can search for apps/services and then search through their accompanying modules to add a module to your scenario. Depending on where you want to add a module in your scenario, different modules will be available (some modules can only be placed in between other modules, and others only at the beginning of the scenario). When you add a module and left-click on it, a panel where you can set its parameters will be displayed. Depending on the module you have chosen, right-clicking the module will offer you some or all the following options: Settings, Choose where to start and Delete module.
Clicking on the wrench icon, that is below the line connecting two modules, will open a menu with the below options:
To add a module, click the right handle of a module and it will open a menu that will allow you to add another module to your scenario. To remove a module, right-click the module you would like to delete and a context box will appear in which you can select the Delete module option.
A log records every event that occurs during a single run of a scenario and records it for the scenario execution history. The log contains information about the difficulty of each phase and any errors encountered during the execution of the scenario. By clicking the log icon, the information will be displayed in the adjacent right hand corner.
The Scenario settings panel is represented by the gear icon. By clicking it, it will open up the Scenario settings. This panel is primarily intended for advanced users. Here you can adjust the advanced scenario settings.
By clicking the page icon, add notes to your scenario to keep track of any specifics details regarding the scenario. Keep as many notes as you would like too.
Integromat gives you the possibility to create highly sophisticated scenarios with many modules. Clicking the highlighter icon will adjust the overall layout of the modules in the scenario so, you can see its content more easily.
Before running your scenario, see how the data will flow through your scenario by clicking on the airplane icon.
When you finish editing a scenario, click the floppy disk icon to save the current scenario settings. You may also save your scenario continously during editing.
The Tools section allows you to further customize your scenario by providing more advanced features. The Tools section includes three subsections: Flow Control, Tools, and Text Parser.
The Favorites section is the list of your most commonly used apps/services that are made available for easy access. The list grows as you add more apps/services to your scenario. You can also add apps/services directly to the list as you see fit.
Once a scenario is configured, you can start it by clicking the play icon by Run once. This way, you can verify that the scenario runs as you expect. If everything is in order, you can activate the scenario. Once activated, the scenario will be executed according to its schedule. If everything does not run as expected, you can visit our error handling section to learn how to handle errors.
By clicking the back arrow in the top left corner by the name of the scenario, it will close the scenario editor and return you to your Scenario Detail page, where you can activate your scenario.