Course Content
Flows – Basics
0/7
Intro – Connections – AI Agent
00:00
Flow Introduction – Creating a Blank Noca Flow – AI Agent
00:00
Exploring Events & Triggers – AI Agent
00:00
Running a Flow Manually – AI Agent
00:00
Action Nodes & the Node Library – AI Agent
00:00
Configuring a Read Action – AI Agent
00:00
Configuring a Create Action – AI Agent
00:00
Flows – Basics

Lesson Guide: Configuring a Read Action Node

Now that you know how to navigate the Node Library, it’s time to choose an action step, connect it to a data source, and query external data. This guide walks you through setting up a “Read” action to pull records directly into your workflow canvas.

Step 1: Append a New Node

  • Open your flow builder canvas (e.g., Test Academy Video 3).

  • Hover over your starting trigger node and click the small Plus icon (+) on its right edge to pull open the Node Library panel.

  • Navigate to the Action tab and select your desired integration—for this exercise, click on Salesforce.

Step 2: Establish the App Connection

  • Under Step 1: Connection, choose a verified credential profile from the dropdown menu (e.g., Salesforce Dev 3).

  • Tip: If you haven’t linked your account yet, you can click Create a New Connection right here to authenticate a brand-new instance on the fly.

Step 3: Select Your Data Source Type

  • Move down to Step 2: Select a Source.

  • Click the dropdown menu to define where the data is located. Since we want to look up a structured system architecture database, select Object.

Step 4: Define the Action Type

  • Under Step 3: Select an Action, click the dropdown menu to choose your workflow behavior.

  • Since our goal is to query and pull existing data down into Noca, select Read from the options list.

Step 5: Choose the Targeted Object

  • A final field will dynamically appear: Step 4: Select an Object.

  • This pulls a live list of modules directly from your authenticated Salesforce instance. Use the search bar or scroll down the list to locate your target module, and select Contact.

Step 6: Insert and Review the Node Properties

  • Once all parameters are filled, click the blue Insert Node button at the bottom right corner.

  • Your new node (titled 2. Read Contact) is now placed on your canvas.

  • Notice that the right-hand Properties panel expands automatically. You can use this sidebar anytime to adjust advanced mapping parameters, set up sorting rules, define execution conditions, or monitor where this data is passed next.

đź’ˇ What’s Next? Your workflow is successfully fetching data! In the next module, we will explore advanced data mapping to pass specific variables between your trigger node and this new Read Action step.

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