Create a Flow

Create a Flow

Flows are the core of Floogos. Each flow is a sequence of connected nodes that automatically process data: receive information, transform it, and execute actions.

Method 1: Manual Creation (Visual Editor)

Step 1 - Create the flow

1. In the sidebar menu, click Flows
2. Click the + Create new workflow button (top right corner)
3. Enter a descriptive name (e.g. “Sync Shopify to Sage”) and an optional description
4. The visual editor opens with an empty canvas

The visual editor. Each box is a node; the line between them is the execution order.

Step 2 - Add the start node

Every flow needs an entry point. Drag one of these nodes from the left panel:

Start Node	When to use
Webhook	Receive external data in real time (Shopify, Stripe, forms)
Schedule	Run on scheduled times (hourly, daily, weekly)
FormTrigger	Start from a Floogos web form
DataStoreTrigger	React to DataStore changes
Manual / Start	For manual tests or one-time executions

Step 3 - Add processing nodes

Drag nodes from the left panel to the canvas. Main categories:

Category	Typical Nodes	Example
Flow Control	Decision, Iterator, Merge, Delay	Check if an order is from Portugal
Data	DataStore, Variable, EditFields	Save data, transform fields
Connections	HTTP Request, SQL Query, MSSQL	Call APIs, query databases
Ecommerce	Shopify, WooCommerce, PrestaShop	Get orders, update products
Billing	Bill.pt, Fiskaly, Sage, Hub Fiscal	Create invoices, fiscal documents
Communications	Email, WhatsApp, Slack	Send notifications
Transformation	CSV Create, ZIP Create, JSON	Generate files, compress

Step 4 - Connect nodes

1. Hover over the output point (right side) of a node
2. Drag the line to the input point (left side) of the next node
3. The connection is created automatically

For Decision nodes: they have two outputs (True / False) that you can connect to different paths.

Step 5 - Configure each node

1. Double-click a node to open its configuration
2. Fill in the required fields (marked with *)
3. Use dynamic variables with the {{field}} syntax to reference flow data:
   • {{id}} - Field from current data
   • {{billing_address.country_code}} - Nested fields
   • {{@NodeName.field}} - Data from a specific node
   • {{#1.field}} - Data from the previous node
   • {{var.myVariable}} - Memory variables

Step 6 - Add End node

Add an End node at the end of each flow branch to ensure execution closes properly.

Step 7 - Save

Click the Save button (disk icon or Ctrl+S).

Method 2: Create with FlooIA (AI Assistant)

FlooIA can generate complete flows from a natural language description.

How to use it

1. In the flow editor, click the AI button in the top toolbar
2. Select “Generate Workflow with AI”
3. Describe what you want to automate in the text box
4. FlooIA will generate the nodes, connections and basic configurations
5. Review the result: generated nodes, explanation and notes
6. Click Create to apply it to the canvas

Effective prompt examples

Prompt	Result
”Receive Shopify orders, check if from Portugal, create invoice in Bill.pt and save to Hub Fiscal”	Webhook + Decision + Bill.pt + HubFiscal + End
”Every day at 8am, export DataStore orders as CSV and send by email”	Schedule + DataStore Filter + CSV Create + Email + End
”When a form is submitted, save data to DataStore with tag ‘new’ and notify via Slack”	FormTrigger + DataStore Add + Slack + End

Tips for better FlooIA results

• Be specific: “Receive Shopify webhook” is better than “receive data”
• Mention services by name: “Bill.pt”, “Sage”, “Shopify”, “Slack”
• Describe conditions: “if country is PT do X, otherwise do Y”
• Indicate error handling: “if it fails, save log and send alert”

Practical Example: Shopify Invoicing Flow

Recommendations

• Name your nodes descriptively (e.g. “Check country” instead of “decision_3”)
• Test first before activating - send test data to verify each step
• Use Decision for error handling: if a node can fail, add an alternative branch
• Save frequently - the editor does not auto-save
• One flow per process - smaller, clear flows are better than one giant flow

Next step

Once created, see Execute a Flow to learn how to test and activate it.