Create a Module

To create a Module, navigate to:

1. Ops Module button at the top navigation menu
2. Select the " + New Module" button

3. Name your Module anything you'd like (make it descriptive enough to know what its core workflow is solving)

4. Click Create

Creating Your Workflow
 

Before jumping into building your Module, let's define what a Module is actually doing!

A Module is Always Monitoring a source of data. This can include actual data integration (Salesforce, Zendesk, Jira, etc.), a form, a manual list uploaded via CSV, an email inbox, or even another Tonkean Module!

This Module is always Monitoring All Salesforce Accounts

Selecting Your Data Source
 

In Tonkean, clicking on the box to the left of the Tonkean Monkey will bring you to the screen where you select your data source. There are a few options here:

1. Manual List: These can be items such as a form, a Live Report where you may manually enter items in, or data that is coming from another Tonkean Module. The most popular use case is with a form (which you can learn more about here). The data from the user-submitted form, once submitted, will then be monitored by this Module and the appropriate action will be taken.

2. Scheduled List: Think of this as batch reporting, for a list of items you want to always be taken through a specific workflow. You can select the cadence (every X minutes, hours, days, weeks) of when this list should run. Set it and forget it!

3. Data Sources: This is where all the 1000+ software integrations Tonkean connects with come into play. If you've already connected some data sources to this Module, you'll see them listed here. If a data source isn't connected, you can simply select the "+ Add Data Source" button at the bottom and select from our list of integrations that pop up in the window. Selecting one of the existing, or new integrations, will give you the option to either:

   1. Bring in ALL the data for that given data source or;

   2. Filter down, bringing in only a specific data-set you want to monitor. In the below example, you'll see that pulling in just Salesforce Accounts where the Customer Priority is High will be pulled in for this Module.

Note: you can have multiple conditions, of which ALL of them can be required, or At Least One needs to match in order for the data source to be configured. Clicking the green + button to the right you will give you the ability to add more conditions to the criteria.

Clicking "Preview Items" will provide you with a sample of the data that will be pulled from that data source. Ensure that the data being pulled in is correct and accurate. You can view the detailed data within Tonkean by clicking on "View" or you can click "Open" to open the actual record within the software you integrated, in a new window.

Clicking "Save" will take you back to the Module’s workflow and you'll now see an image of the data sources logo. You can now proceed with creating Triggers, Actions, or bringing in more specific Fields from that data source.

Field Mapping

Fields arm Tonkean with the power to pull and push specific data from multiple data sources. It's incredibly important that you select the necessary fields you want to be monitoring and tracking so that Tonkean can work properly.

There are two separate Entity types within Tonkean. Within these Entities, there can be many fields for each data source.

Root Entity: This is the data source that is being monitored by Tonkean. In the above example, these are Salesforce Accounts, filtered by High Customer Priority. However, there are 12 default Tonkean fields, all but one (Title) are optional to use in your Modules.

Some of these fields will be automatically used by the Module for use in Smart-Triggers, Live Reports, and depending on certain triggers and actions that are used within the Modules workflow. You can use the above fields to help Trigger certain Actions, much like you could with custom data integrations.

If you're ever looking to change the example input data as you continue building out your Module, selecting the "Preview" link will open up a new window showing you the data, and giving you the option of "Change" the example.

For more detail on mapping fields, check out this article.

You’ll see two more boxes below fields, which are Auto-Check-ins and the Live Report. Auto-Checkin’s give your Module AI power’s which you can learn more about here.

If you want to get more details on the data that your Module is keeping track of, head over to the Live Report, where you can add more fields, key metrics, and check the due dates, owners, and statuses of all your items.

Building Your Module
 

We’ve just scratched the surface of getting your Module working for you. Now that we have the data source configured, we’ll want to setup triggers, along with setting up their respective actions.

We always encourage you to test out your Module before setting it out in the wild!