Integrating FileMaker Pro With Claris Connect


  • FileMaker Pro Introduction

    We attended the FileMaker course with Nick. He was very through and patient with our questions or when we couldn't make something work properly. Really looking forward to redesigning our database.

    Mondrian Investment Partners Limited
    March 2024
  • FileMaker Pro Advanced

    We had a fantastic session with Tony focused on designing for print. Tony tailored the day to our needs and left us feeling confident with a lot of new knowledge.

    Rebecca F
    March 2024
  • FileMaker Pro Introduction

    I was very impressed. Nick was very reassuring and patient. Really delighted with the content we managed to get through and am now feeling more confident with my new learned skills and abilities.

    Beaulieu Motor Museum
    March 2024
  • FileMaker Pro Advanced

    The course was excellent - exactly to my company's needs. All questions were answered and concepts explained very clearly.

    Hannah Griffiths
    March 2024
  • Thank you for organising my FileMaker training day. I learned so much with my trainer, Nick, and have come away with such a great database. Thank you Transmedia for being so helpful!

    Lucie M
    March 2024
  • I just wanted to let you know that I've managed to replicate the steps you showed me in FileMaker on my organisation's database. My invoicing layouts now work perfectly. Thank you very much!

    Julian Support
    March 2024
  • An enjoyable and productive day. A flexible content and pace of work which suited our needs.

    Guardian News & Media
    March 2024
  • Creating and deploying iOS apps using FileMaker Pro and FileMaker Go

    Outstanding bespoke training delivered by Nick at Transmedia. Nick's level of knowledge on FileMaker Pro teamed with his incredible teaching skills have set my colleague and I up for success.

    Techedology
    March 2024
  • FileMaker Pro Introduction

    The set up was very professional and my trainer was very knowledgeable. Highly recommended.

    Bladeroom
    May 2024
  • I just wanted to say a big thank you for yesterday. I really enjoyed the training and we got a lot done. The database looks really amazing, specially with the starter page and the logo.

    Paresh Dudhaiya
    March 2024
  • FileMaker Pro Introduction

    My Transmedia consultant was incredibly patient and thorough and after just a few days of his tutelage, it's clear we have been shown enough to give us all many hours of our lives back with a more efficient system!

    The White Wall Company
    March 2024
  • FileMaker Pro Advanced

    I cannot recall meeting a trainer with the combination of teaching skill and subject knowledge that you showed this week. The time I spent learning FileMaker properly was so worth the money and time!

    Trinitas Consulting
    March 2024
  • An excellent trainer with extreme depth of knowledge in the product. Also some really good and helpful shortcuts.

    March 2024
  • Great delivery, enjoyable training session.

    March 2024

Course Facts

  • 1 day course
  • Our Trainers are Authorised Professionals
  • Live Online or Classroom-based
  • Certificate of completion
  • Maximum class size of 6 for scheduled courses
  • Unlimited support after your course
  • Courses at all levels: Introduction, Intermediate, Advanced and Masterclasses

Course Outline

  • Overview of Claris Connect
  • Understanding the process
  • Working With Steps
  • Working With Utilities
  • Connecting a FileMaker Database to Claris Connect
FULL OUTLINE
  • FileMaker Pro Introduction

    We attended the FileMaker course with Nick. He was very through and patient with our questions or when we couldn't make something work properly. Really looking forward to redesigning our database.

    Mondrian Investment Partners Limited
    March 2024
  • FileMaker Pro Advanced

    We had a fantastic session with Tony focused on designing for print. Tony tailored the day to our needs and left us feeling confident with a lot of new knowledge.

    Rebecca F
    March 2024
  • FileMaker Pro Introduction

    I was very impressed. Nick was very reassuring and patient. Really delighted with the content we managed to get through and am now feeling more confident with my new learned skills and abilities.

    Beaulieu Motor Museum
    March 2024
  • FileMaker Pro Advanced

    The course was excellent - exactly to my company's needs. All questions were answered and concepts explained very clearly.

    Hannah Griffiths
    March 2024
  • Thank you for organising my FileMaker training day. I learned so much with my trainer, Nick, and have come away with such a great database. Thank you Transmedia for being so helpful!

    Lucie M
    March 2024
  • I just wanted to let you know that I've managed to replicate the steps you showed me in FileMaker on my organisation's database. My invoicing layouts now work perfectly. Thank you very much!

    Julian Support
    March 2024
  • An enjoyable and productive day. A flexible content and pace of work which suited our needs.

    Guardian News & Media
    March 2024
  • Creating and deploying iOS apps using FileMaker Pro and FileMaker Go

    Outstanding bespoke training delivered by Nick at Transmedia. Nick's level of knowledge on FileMaker Pro teamed with his incredible teaching skills have set my colleague and I up for success.

    Techedology
    March 2024
  • FileMaker Pro Introduction

    The set up was very professional and my trainer was very knowledgeable. Highly recommended.

    Bladeroom
    May 2024
  • I just wanted to say a big thank you for yesterday. I really enjoyed the training and we got a lot done. The database looks really amazing, specially with the starter page and the logo.

    Paresh Dudhaiya
    March 2024
  • FileMaker Pro Introduction

    My Transmedia consultant was incredibly patient and thorough and after just a few days of his tutelage, it's clear we have been shown enough to give us all many hours of our lives back with a more efficient system!

    The White Wall Company
    March 2024
  • FileMaker Pro Advanced

    I cannot recall meeting a trainer with the combination of teaching skill and subject knowledge that you showed this week. The time I spent learning FileMaker properly was so worth the money and time!

    Trinitas Consulting
    March 2024
  • An excellent trainer with extreme depth of knowledge in the product. Also some really good and helpful shortcuts.

    March 2024
  • Great delivery, enjoyable training session.

    March 2024

Date Location   Price (ex VAT)  
Fri 19 Jul 2024 Live Online £545

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Prices for bespoke sessions with our expert trainers start at £525 + VAT.

Overview

Few organisations use literally a single tool to run their businesses. They might want to, but generally they still use a CRM, an email client, a messaging app, a calendar app, a social media platform... and sometimes more. And if these processes are not integrated, a lot of time can be wasted. This is where automated application integration comes in. Application integration boosts productivity and enables better decision making, by sharing information as soon as it's available. Claris Connect is a leader in the field. With Connect, integration becomes a simplified process, allowing you to easily unify applications, services, systems and databases across your enterprise. Our one day course will introduce you to the concept of application integrations and how to achieve this in Claris Connect. You will consider the numerous workflows that might exist in your business environment and how an action in one application could usefully trigger another action elsewhere, such as creating a record in a Claris FileMaker table. You will see how Claris Connect uses the concept of a Flow as an automation comprising components that can be a built-in Claris Connect utility or a connector to a third-party application. We cover the complete process of triggers, flows, steps and actions, with the emphasis on using a FileMaker Pro script as the starting trigger or the ending action, or both. Starting with examples of simple flows, the course builds towards a worked example of how to integrate records in a FileMaker table with MailChimp subscriber lists. Don't delay - integrate your business processes with Claris connect today!
Read More...

Course Outline

Overview of Claris Connect

  • Introduction to connecting online services
  • What"s possible with Claris Connect and similar tools
  • Projects, Flows, Actions, Triggers,Apps and Utilities explained
  • Review of apps that can be used in Claris Connect

Understanding the process

  • Creating a Claris Connect account
  • The Claris Connect dashboard
  • Creating a Claris Connect Project
  • Creating a Claris Connect Flow
  • In-built Connect Utilities
  • Linking an app and creating a trigger in the app
  • Understanding event-driven architecture
  • Creating actions that can be triggered by remote events
  • Mapping the output data from the remote event to Step data referenced in the target action

Working With Steps

  • Using Step Data
  • If-Then Steps
  • On-Error Steps
  • Stop Steps

Working With Utilities

  • Using Approvals
  • Using Variables
  • Formatting dates
  • Using Webhooks to pass information to APIs not directly supported as apps within Claris Connect

Connecting a FileMaker Database to Claris Connect

  • Defining a Connector to FileMaker Server or Claris Cloud Server
  • Creating an appropriate Privilege Set for use with Claris Connect
  • Enabling the FileMaker Data API in FileMaker Server
  • Creating a Claris Connect account in the database
  • Connecting the database to Claris Connect with a FileMaker Server connector
  • Passing data using New Record or Execute Script including field mapping

Scripting the passing of data from the FileMaker database to Claris Connect

  • Using the JSONSetElement function to build the JSON Object with the key-value pairs to pass to Claris Connect
  • Including the JSON data for the â€"Action/Script” command within the variable needed to initiate the connection to Claris Connect
  • Formulating the Insert From URL script step including the URL to pass and the appropriate cURL options
  • Creating the action trigger for the FileMaker script that passes data to the flow in Claris Connect
  • Testing and confirming that the script successfully connects to Claris Connect

Connecting Mailchimp to Claris Connect

  • Defining a Connector to MailChimp
  • Selecting the mailing list within MailChimp
  • Linking fields within the FileMaker database to MailChimp
  • Testing the connection
  • Adding a check for a successful subscription to the Flow
  • Passing data back to the FileMaker database to update the record confirming a successful subscription

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Graphic Designer at Houses of Parliament

30 years working with Claris
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