Add a template to your Workflows environment
Search and install flows from the Workflows templates catalog.
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From the Templates page, enter a value in the Search field. You can search any of the following categories:
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Title: Any part of the title assigned to the flow by the builder.
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Description: Any part of the description string of the flow.
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Connectors: Any of the connector names or specific cards that are included in the flow.
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Click the tile for the flow that you want to add to your environment.
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Optional. From the landing page for the selected flow, watch a video walk-through or read the setup documentation.
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Click Add Template.
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In the confirmation dialog, click Add Template once again. The template is added as a folder in your Workflows environment. If a folder with the same name exists, this action adds a second folder with the same name.
On your Workflows Home page, click the new folder to view the components of the flow. A flow may contain several components or parent and helper flows.
If an action or event card is included in a flow but you don't have a connection configured for that particular connector, then you need to set up the connection and authorize that connector before the flow can execute.