Is PROCESIO the right tool for the job? Most probably, many software developers, during their career, bought a tool and spent time learning how to work with it, only to realize after that it was not the right tool for the job. The purpose of this short video is to avoid such situations and help you learn in 2 minutes if PROCESIO can be the right tool for you or your organization.

PROCESIO is an integration Platform-as-a-Service that helps integrate applications, automate workflows, and process data using a no-code/low code approach. With PROCESIO, you can create integration flows and build data models visually by drag-and-drop. This approach allows integrating apps and services up to 5x faster than by classic coding.

Even the most helpful tool can be left unused if we do not know how to use it properly or it takes too much time to learn, and we do not want this to be the case with PROCESIO.

In the Getting Started video series, you will learn fast and easy about PROCESIO’s main features and how these can be used to build integrations and automate workflows.

You can only watch the videos, or you can also build along and recreate the steps in the demo. We recommend the second option as nothing can replace a real experience. If you’d only like to watch the videos, you can jump directly to the Process Designer tutorial. 

To run the demo process in this video on your own, you will need the following:

1. A PROCESIO account: https://procesio.app/create-account

2. An email account – the SMTP server credentials (you could also use an SMTP provider like Sendgrid)

3. An SMS provider – you will need the credentials of an SMS provider that provides an API (E.g. Twilio)

”Show me the big picture! I want to see the big picture” – I’m sure you said and heard these words many times in your life.

For all of us, seeing the big picture is essential as it provides clarity. We can see how things connect and why they are important.

PROCESIO’s Process Designer is about building and sharing the big picture of any integration and workflow automation, and in this video, you will learn how to use it.

We just need a basic understanding of the PROCESIO platform and a case study for the demo to achieve this.

Because we really want you to feel how valuable the “Process Designer” is, we will build the demo application first without any explanation about the use case. We promise that if you have some experience with business processes integration and automation, you will figure it out by yourself.

In the previous video, we drew the big picture of our workflow automation process on the digital canvas. Now it’s time to define each action of the process, and in this video, we’ll focus on the first action, “Get File Data”.

By doing this, you will learn how to create data models using the “Data Model Designer” and work with “Variables”. We assume that you have a basic understanding of the data model and variable concepts in general.

If you are recreating the steps in the demo, here is the excel file.

Learn more about the features presented in this videos also on our documentation:

• Data Model Designer
• Process Variables
• Get File Data Action

The business process we automate in our demo requires sending notifications to customers and to the process owner for all invoices issued based on data stored in a file.

To do this, we added on the canvas a “ForEach” action. Because we want to send different notifications based on the invoice’s status, we added a “Decisional” action. And we added a “Join” action at the end because no matter the type of notification sent, we want to inform the process owner about the status of the process.

In this video, you will learn how to set up these actions.

Learn more about the actions in this video also on our documentation:

• ForEach action
• Decisional action
• Join action

Any integration or data migration project needs to get data from different sources, process it, and store it, therefore connecting to external applications is a necessary functionality. In this video, you will learn how to manage connections to external applications through the “Credentials Manager”.

Learn more about the Credentials Manager also on our documentation page.

One thing that people and businesses usually do not like is to be dependent on a vendor. Vendor lock-in or vendor dependency is always a business risk and needs to be mitigated.

PROCESIO allows you to rely less on the integration capabilities of the business application you use, and with “Custom Actions”, you are less dependent on PROCESIO. This unique feature allows you to add the capabilities you need without waiting for us to develop them. Whatever you need, you can develop and reuse anytime you want in all the processes that run under your account.

In this video, you will learn how to add a custom action and how to use it.

Learn more about Custom Actions also on our documentation: 

• What is a Custom Action?
• How to develop a Custom Action
• Your first Custom Action

As you’ve seen, we were able to create a process that automates notifications in just several minutes. Now it is time to test it and see the result. If you built along and want to make sure your process works, please add your data in the excel file for the demo.

Learn more about the steps in this video also on our documentation page:

• Running a process