Involve.me Benchmark Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

Involve.me

Trigger Event

a supported trigger event

Description:

This trigger starts the workflow whenever the a supported trigger event event occurs in Involve.me.

Connect Your Involve.me

Select the Involve.me source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Benchmark as an Action

Click:

Add Action → Benchmark

Select an Action Event:

• Create Contact When “a supported trigger event” occurs in Involve.me, use the submitted data to run “Create Contact” in Benchmark.
• Update Contact When “a supported trigger event” occurs in Involve.me, use the submitted data to run “Update Contact” in Benchmark.

Description:

This action sends data from Involve.me to Benchmark and performs the selected supported operation automatically.

Map Involve.me Data with Benchmark Inputs

Map the available data from Involve.me to the compatible inputs provided by the selected Benchmark action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the a supported trigger event trigger and verify the selected Benchmark actions:

• Confirm that Create Contact completes successfully and processes the mapped data in Benchmark.
• Confirm that Update Contact completes successfully and processes the mapped data in Benchmark.

Then activate your workflow.