integrate track - an introduction to claris connect

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An introduction to Claris Connect

Sangita Banerjee, Giuliano Iacobelli

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Agenda

Sangita Banerjee, Giuliano Iacobelli

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Agenda

Sangita Banerjee, Giuliano Iacobelli

• Recap of Visionary Keynote• Why Claris Connect?• Feature Summary• Flow• Demos• Managing and Running Flows• Roadmap• Q&A

1 Evolve the existing FileMaker Platform with new capabilities & modernize

Invest in new products: Claris Connect and Claris (next-gen)21 Evolve the existing FileMaker Platform

with new capabilities & modernize

Invest in new products: Claris Connect and Claris (next-gen)21 Evolve the existing FileMaker Platform

with new capabilities & modernize

Why Claris Connect?

Growth of SaaS

Growth of SaaS

Build on your own?

✓ Use DAPI✓ Custom coding✓ Host middleware

✓ Authentication✓ Authorization✓ Monitoring✓ Logging✓ Data formats✓ Maintenance✓ Error Handling✓ Rate limiting

#Claris

Claris ConnectIntegration and Orchestration Platform (Launch FY20)

CLOUD

ON PREMISE

#Claris

Claris ConnectIntegration and Orchestration Platform (Launch FY20)

CLOUD

ON PREMISE Agent

Connectors 100+

Sunday

12

Sunday

12

Sunday

12

Sunday

12

Cloud / On-Premises connection Scalable cloud infrastructure

Extend with custom code

Realtime with webhooksConnect any app

Approval Workflows

Features

Versioning Error Handling

Scheduling In Built Utilities

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Easy as 1-2-3

Select App

1

Select App

1

Select action

2

Select action

2

Configure action

3

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Flows

What is a flow

"When [a new form is submitted on Formstack], then [add a subscriber on Mailchimp]."

Claris ConnectNew submission Add Subscriber

TRIGGER ACTION

Creating a trigger

Claris ConnectNew submission Add Subscriber

TRIGGER ACTION

A Trigger an event which a Flow will be "listening out" for. This means that the flow will react and start when the specified event has occurred.

Trigger

Event driven architectureClaris Connect leverages webhooks to just sit and wait for an HTTP request from the third party service notifying something. Webhooks are a better way to listen for real time events and avoid waste of bandwidth and computing resources.

Client

Server

Client

Server

New data!

Thanks!New data?

No. No. No.

New data? New data?

Creating an action

Claris ConnectNew submission Add Subscriber

TRIGGER ACTION

Actions carry out an operation in your target app, usually a create, update, or search operation. Each action requires a set of input fields and typically returns data.

Actions

Actions carry out an operation in your target app, usually a create, update, or search operation. Each action requires a set of input fields and typically returns data.

Actions

Actions carry out an operation in your target app, usually a create, update, or search operation. Each action requires a set of input fields and typically returns data.

Actions

Step data are output data from a trigger or an action step of a flow.

Data mapping

Step data are output data from a trigger or an action step of a flow.

Data mapping

To successfully act on user’s behalf against a third party service. Claris Connect supports multiple authorization protocols used by cloud services. OAuth 1.0, OAuth 2.0, Basic Auth, Custom Auth.

Connect account

Connecting to FileMaker

Add SubscriberNew Lead Create Record

FileMaker Connector - Trigger

The FileMaker connector will rely Scripts to receive out notifications of record changes. With this, FileMaker solution developer has full control on how, when and with what data a Flow should be triggered on Claris Connect.

The FileMaker connector available on Claris Connect has fully baked FileMaker Data API in it. This allows your Flows to push and pull data of FileMaker solutions and also to run FileMaker Scripts.

FileMaker Connector - Actions

Dynamic fields lookup

Each FileMaker solution has different layouts, and each layout has different fields. FileMaker connector leverages Metadata API to dynamically adapt your connector to your data models.

Dynamic fields lookup

Dynamic fields lookup

Dynamic fields lookup

Dynamic fields lookup

Dynamic fields lookup

FileMaker connector in action

Add SubscriberNew Lead Create Record

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Conditions

Flows can have multiple paths and this can be achieved with Conditions. An IF-Then block that allows your Flow to do different tasks depending on the data that is being processed.

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Scheduling Flows

The Scheduler tool triggers a Flow any time you pick. As time passes, it executes time-centric automations that can be used to get daily reminders for recurring duties or spin up a weekly checklist of documents.

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Built-in apps

Sometimes you need to manipulate data, with a math operation, a text transformation or a date formatting in a Flow.Utilities comes to rescue for this.

Utilities

Adds human approval within your flows. Complex tasks requiring human judgement can be directed to an approver, then subsequently redirected based on whether the task was approved or rejected.

Approvals

Yes

Create Opportunity

Reach out?New Lead

No

A full fledged REST client to configure custom HTTP requests defining every single attribute (headers, body, url, attachments..). Perfect for any last mile integration when an API is not available in the connectors list.

Webhooks

Code Blocks

Extend workflows with custom NodeJS code.

Code can also be run as a standalone HTTP call. No provisioning. No deployment.

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RUNNING AND MANAGING FLOWS

Flow History is where you can see all the activity from your Flows of a project. It's a log of everything that Claris Connect tried to automate on your behalf.

Execution History

Flow History is where you can see all the activity from your Flows of a project. It's a log of everything that Claris Connect tried to automate on your behalf.

Execution History

Explore the full details of the HTTP requests and responses of each single step of the workflow.

Execution History

Whenever a workflow is saved, a new version is created, and is added to the list of existing versions.  Users can check the changes made over the time and restore previous versions with a single click.

Versioning

Autoreplay makes your Flow smart enough to retry an action so you don't lose an execution of a workflow. If a step in a Flow fails for unexpected reasons (timeout, internal server error..), the Flow will retry the action up to 5 times.

Fault tolerant

service

Retry Queue

✓ Encryption at REST✓ Encryption in transit✓ AWS KMS

Security and Infrastructure

✓ Elastic infrastructure✓ Microservices oriented✓ Resilient

✓ Extend with custom code✓ iOS native app✓ Siri shortcuts integration

Roadmap highlights

✓ On Premise support✓ Team collaboration✓ Connector Kit

FileMaker and APIs: Real-World ExamplesCris Ippolite, iSolutions1.30pm - Osceola C

More on APIs and Claris Connect?

Introduction to MicroservicesMike Beargie, MainSpring2.45pm - Osceola D

Q&A

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sangita_banerjee@claris.com giuliano_iacobelli@claris.com