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md files update #495

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18c0588
update till Create a new employee in IBM Db2 for each worker retrieve…
ireneapeter Sep 12, 2024
7e62ebc
Update Create a new form entry in Wufoo from BambooHR
ireneapeter Sep 12, 2024
25ade65
md file update - till 'Create a task in Asana when an issue is create…
ireneapeter Sep 19, 2024
15e886a
Deleted 'Create a task on the Microsoft To Do list using information …
ireneapeter Sep 20, 2024
3446d64
md files update - till 'Create an issue in GitLab whenever a new inci…
ireneapeter Sep 20, 2024
aaa7b66
md file update - till 'Create time entries in Toggl Track for each ti…
ireneapeter Sep 25, 2024
90dfb92
md file update - till 'IBM Sterling Inventory Visibility performs a s…
ireneapeter Sep 26, 2024
1c38158
md file update - till 'Open Banking - Account information data load_i…
ireneapeter Sep 26, 2024
5a19018
md file update - till 'Send a Gmail message whenever a new task is cr…
ireneapeter Sep 30, 2024
9bc11d3
md file update - till 'Send me a Twilio SMS when a new row is added i…
ireneapeter Sep 30, 2024
8923e59
Update Create a lead in Marketo when a new contact is created in Sale…
ireneapeter Oct 3, 2024
8a90a0c
md files update - till 'Send a reminder Gmail message to the event at…
ireneapeter Oct 3, 2024
69da9ca
md files update - till 'Send a Slack message when a new order is crea…
ireneapeter Oct 3, 2024
f23b282
md file update - till 'Slack notifications for Closed Won opportuniti…
ireneapeter Oct 4, 2024
a77b544
md file update - till 'Use Slack to notify of unprocessed UKG leave r…
ireneapeter Oct 4, 2024
e58d57d
md files update - till 'Welcome guide setup 3 - Delete flowers and or…
ireneapeter Oct 4, 2024
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Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/API%20to%20create%20leads%20in%20Salesforce%20using%20a%20csv%20file%20from%20Box_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/API%20to%20create%20leads%20in%20Salesforce%20using%20a%20csv%20file%20from%20Box_instructions.md) (opens in a new window).

This API takes a URL to a CSV file in Box, and an optional event name. It uses that information to retrieve the file's contents (CSV data), parse that CSV data, and create a new lead in Salesforce for every line that matches the event name given when calling the API. If you didn't give an event name, leads for all the lines from the CSV are created or updated in Salesforce. The email address is used to determine if the lead already exists in Salesforce or not. The flow does not change the original file.

Expand All @@ -14,7 +14,7 @@ The first line in your CSV file should look like this:

## Using the template

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
1. Click **Operations**, then **Edit flow** for the _Create leads_ operation.
1. Click on the **Box** node, and if you're not already connected, connect to your [Box account](https://ibm.biz/aas_box).
1. Click on the **Salesforce node**, and if you're not already connected, connect to your [Salesforce account](https://ibm.biz/aassalesforce).
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@@ -1,4 +1,4 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/API%20to%20create%20or%20update%20leads%20in%20Salesforce%20based%20on%20a%20Google%20Sheets%20spreadsheet_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/API%20to%20create%20or%20update%20leads%20in%20Salesforce%20based%20on%20a%20Google%20Sheets%20spreadsheet_instructions.md) (opens in a new window).

This API takes an event name and uses that name to compare against data in a Google Sheets spreadsheet. Any leads found in the spreadsheet for the event name specified in the call will be either added to, or updated in Salesforce depending on whether or not a lead with the same email address already exists in Salesforce. The flow does not change the original spreadsheet.

Expand All @@ -13,7 +13,7 @@ Any other columns after the first five specified here will be ignored by this fl

## Using the template

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
1. Click **Operations**, then **Edit flow** for the _Create leads_ operation.
1. Click the **Google Sheets** node, and if you're not already connected, connect to your [Google Sheets account](https://ibm.biz/aasgsheets).
1. Select the Google Sheets spreadsheet and worksheet to use for this flow. Also, if desired, alter the number of rows processed. This default used in this flow is 25.
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@@ -1,4 +1,4 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/API%20to%20retrieve%20source%20code%20repository%20details%20and%20send%20an%20email%20about%20inactive%20repositories_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/API%20to%20retrieve%20source%20code%20repository%20details%20and%20send%20an%20email%20about%20inactive%20repositories_instructions.md) (opens in a new window).

## Prerequisites

Expand All @@ -8,7 +8,7 @@ If you do not have access to an API with this kind of information and you want t

## Using the template

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
1. Click **Operations** > **Edit flow** for the _Retrieve repository with filter_ operation.
1. Click each node to review its configuration. If necessary:
- Connect to your [HTTP invoke method](https://ibm.biz/aashttp). (To test this template, you can use the following URL in the **Override the HTTP endpoint host name and port of the URL used in the flow:** field - `https://api.bitbucket.org/2.0/repositories?pagelen=limitValue&after=tokenValue`).
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@@ -1,6 +1,6 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Add%20Eventbrite%20event%20as%20a%20new%20Salesforce%20campaign%20and%20notify%20via%20Slack_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Add%20Eventbrite%20event%20as%20a%20new%20Salesforce%20campaign%20and%20notify%20via%20Slack_instructions.md) (opens in a new window).

1. Clicking **Create flow** to start using the template.
1. Clicking **Use this template** to start using the template.
2. Click the Eventbrite / **New order** node.
3. Connect to your [Eventbrite](https://ibm.biz/aaseventbrite) account and then select the Organization that you want to use.
4. Click the [Salesforce](https://ibm.biz/aassalesforce) / **Create campaign** node.
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@@ -1,9 +1,9 @@
To refer to these instructions while editing the flow, open the [GitHub page](https://github.com/ot4i/app-connect-templates/tree/main/resources/markdown/Add%20a%20card%20to%20a%20list%20in%20Trello%20for%20each%20new%20form%20entry%20created%20in%20Wufoo_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- [Wufoo](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-wufoo)
- [Trello](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-trello)
- [Wufoo](https://ibm.biz/acwufoo)
- [Trello](https://ibm.biz/actrello)
3. To start the flow, in the banner, click **Start flow**.


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@@ -1,8 +1,8 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Add%20a%20card%20to%20a%20list%20in%20Trello%20when%20a%20new%20lead%20is%20added%20in%20Marketo_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Add%20a%20card%20to%20a%20list%20in%20Trello%20when%20a%20new%20lead%20is%20added%20in%20Marketo_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Connect to your [Marketo account](https://ibm.biz/aasmarketo).
1. Connect to your [Trello account](https://ibm.biz/aastrello).
1. Click **Use this template** to start using the template.
1. Connect to your [Marketo account](https://ibm.biz/appconnect-marketo).
1. Connect to your [Trello account](https://ibm.biz/actrello).
1. Select the Trello board and list that you want to add the card to.
1. To start the flow, in the banner click **Start flow**.

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@@ -1,9 +1,9 @@
To refer to these instructions while editing the flow, open the [GitHub page](https://github.com/ot4i/app-connect-templates/tree/main/resources/markdown/Add%20a%20card%20to%20a%20list%20in%20Trello%20when%20a%20new%20task%20is%20created%20in%20Insightly_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- [Insightly](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-insightly)
- [Trello](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-trello)
- [Insightly](https://ibm.biz/acinsightly)
- [Trello](https://ibm.biz/actrello)
3. To start the flow, in the banner, click **Start flow**.


Expand Down
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@@ -1,9 +1,9 @@
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/main/resources/markdown/Add%20a%20card%20to%20a%20list%20in%20Trello%20whenever%20a%20new%20task%20is%20created%20in%20Asana_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana)
- [Trello](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-trello)
- [Asana](https://ibm.biz/acasana)
- [Trello](https://ibm.biz/actrello)
3. To start the flow, in the banner, click **Start flow**.


Expand Down
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@@ -1,10 +1,10 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/tree/main/resources/markdown/Add%20a%20document%20in%20IBM%20Watson%20Discovery%20when%20a%20file%20is%20created%20in%20IBM%20OpenPages%20with%20Watson_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/main/resources/markdown/Add%20a%20document%20in%20IBM%20Watson%20Discovery%20when%20a%20file%20is%20created%20in%20IBM%20OpenPages%20with%20Watson_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- **IBM OpenPages with Watson**
- **IBM Watson Discovery**
- **Slack**
- [IBM OpenPages with Watson](https://ibm.biz/acopenpagesww)
- [IBM Watson Discovery](https://ibm.biz/acwatsondisc)
- [Slack](https://ibm.biz/acslack)
3. To start the flow, in the banner click **Start flow**.

The flow is started whenever a file is created and downloaded in IBM OpenPages with Watson.
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@@ -1,10 +1,10 @@
To refer to these instructions while editing the flow, open the [GitHub page](https://github.com/ot4i/app-connect-templates/tree/main/resources/markdown/Add%20a%20group%20member%20in%20Google%20Groups%20for%20each%20employee%20retrieved%20from%20Microsoft%20Dynamics%20365%20Finance%20and%20Operations_instructions.md) (opens in a new window).


1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- [Google Groups](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-google-groups)
- [Microsoft Dynamics 365 for Finance and Operations](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-dynamics-365-finance-operations)
- [Google Groups](https://ibm.biz/acgooglegroups)
- [Microsoft Dynamics 365 for Finance and Operations](https://acmsdynamicsfando)
3. To start the flow, in the banner, click **Start flow**.


Expand Down
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Expand Up @@ -2,8 +2,8 @@ To refer to these instructions while editing the flow, open [the GitHub page](ht

1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- [Hunter](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-hunter)
- [Google Calendar](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-google-calendar)
- [Hunter](https://ibm.biz/achunter)
- [Google Calendar](https://ibm.biz/acgooglecalendar)
3. To start the flow, in the banner, click **Start flow**.


Expand Down
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@@ -1,11 +1,11 @@

To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Add%20records%20to%20Amazon%20Kinesis%20data%20streams%20for%20each%20object%20retrieved%20from%20Amazon%20S3_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Add%20records%20to%20Amazon%20Kinesis%20data%20streams%20for%20each%20object%20retrieved%20from%20Amazon%20S3_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- **Amazon S3**
- **Amazon Kinesis**
- **Slack**
- [Amazon S3](https://ibm.biz/acamazons3)
- [Amazon Kinesis](https://ibm.biz/acamazonkinesis)
- [Slack](https://ibm.biz/acslack)
3. To start the flow, in the banner click **Start flow**.

Use this template to add records to Amazon Kinesis data streams for each object retrieved from Amazon S3. Make sure that you run the Get Amazon Kinesis data stream record flow before running this flow.
Original file line number Diff line number Diff line change
@@ -1,11 +1,11 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Amazon%20EventBridge%20sends%20events%20when%20a%20Salesforce%20lead%20is%20successfully%20created%20or%20when%20a%20Salesforce%20lead%20creation%20fails_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Amazon%20EventBridge%20sends%20events%20when%20a%20Salesforce%20lead%20is%20successfully%20created%20or%20when%20a%20Salesforce%20lead%20creation%20fails_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- **Microsoft Excel Online**
- **Salesforce**
- **Amazon EventBridge**
- **Slack**
- [Microsoft Excel Online](https://ibm.biz/acmsexcel)
- [Salesforce](https://ibm.biz/ach2salesforce)
- [Amazon EventBridge](https://ibm.biz/acamazoneventbridge)
- [Slack](https://ibm.biz/acslack)
3. To start the flow, in the banner click **Start flow**.

Use this template to perform the following use case: When a new row is appended to the Microsoft Excel Online worksheet, a lead is created in Salesforce.
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@@ -1,6 +1,6 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/API%20to%20create%20contact%20in%20Salesforce_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/An%20API%20to%20create%20a%20contact%20in%20Salesforce%20using%20a%20name%20and%20email%20address_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
1. Click **Operations**, then **Edit flow** for the Create Customer operation.
1. Click on the Salesforce node, and if you're not already connected, connect to your [Salesforce account](https://ibm.biz/aassalesforce).
1. Click **Done**.
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@@ -1,10 +1,11 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/An%20email%20gets%20sent%20when%20a%20Salesforce%20opportunity%20update%20fails%20due%20to%20incorrect%20values_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/An%20email%20gets%20sent%20when%20a%20Salesforce%20opportunity%20update%20fails%20due%20to%20incorrect%20values_instructions.md) (opens in a new window).

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
2. Connect to the following accounts by using your credentials:
- **Microsoft Dynamics 365 for Sales**
- **Salesforce**
- **Email**
- [Microsoft Dynamics 365 for Sales](https://ibm.biz/acmsdynamicssales)
- [Salesforce](https://ibm.biz/ach2salesforce)
- [Email](https://ibm.biz/acemail)

3. To start the flow, in the banner click **Start flow**.

Whenever a Salesforce opportunity update fails because of incorrect values, an email with the error details gets sent to the intended recipient.
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Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Announce%20new%20Eventbrite%20attendees%20on%20Slack%20and%20send%20a%20voucher_instructions.md) (opens in a new window).
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Announce%20new%20Eventbrite%20attendees%20on%20Slack%20and%20send%20a%20voucher_instructions.md) (opens in a new window).


## Prerequisites
Expand All @@ -23,7 +23,7 @@ Set the question as a required field for your event.

## Using the template

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
1. Click the Eventbrite event and then connect to your [Eventbrite account](https://ibm.biz/aaseventbrite).
1. Click the Slack "Create message" action and then connect to your [Slack account](https://ibm.biz/aasslack).
1. In the Slack "Create message" action, choose the channel that you want to post the message to.
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Original file line number Diff line number Diff line change
@@ -1,6 +1,4 @@
To refer to these instructions while editing the flow, open [the github page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Announce%20new%20Eventbrite%20attendees%20on%20Slack_instructions.md) (opens in a new window).

This template creates the flow from the [Welcome to IBM App Connect \[Part 1 of 4\]: Create a simple event-driven flow](https://www.youtube.com/watch?v=xa-65X2RZuE&list=PLzpeuWUENMK2Q77xr7QkvLxU5YxOJxVSH&index=4&t=0s) video of how to send a Slack message when new attendees register for the Sunflower festival Eventbrite event.
To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Announce%20new%20Eventbrite%20attendees%20on%20Slack_instructions.md) (opens in a new window).

## Prerequisites

Expand All @@ -9,11 +7,10 @@ To use this flow, you'll need to set up an event in Eventbrite. The event needs
* Last name
* Company

In the video of this flow, the event also collects information about the attendee's email address, phone number and how they are getting to the event. That information is not essential for this template. It is used in a follow on flow, and instructions on setting up that extra information are included in the [follow on template instructions](https://github.com/ot4i/app-connect-templates/blob/main/resources/markdown/Welcome%20guide%20part%202%20-%20Announce%20new%20Eventbrite%20attendees%20on%20Slack%20and%20send%20a%20voucher_instructions.md).

## Using the template

1. Click **Create flow** to start using the template.
1. Click **Use this template** to start using the template.
1. Click the Eventbrite event and connect to your [Eventbrite account](https://ibm.biz/aaseventbrite).
1. Click the Slack "Create message" action and connect to your [Slack account](https://ibm.biz/aasslack).
1. In the Slack "Create message" action, choose the channel that you want to post the message to.
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