--- title: "Boltrics Data Flow Explained: How to Set Up Triggers, Actions & Integrations" url: "https://satvasolutions.com/blog/boltrics-data-flow-setup-guide" date: "2026-04-17T03:33:48-04:00" modified: "2026-04-17T03:33:48-04:00" author: name: "Chintan Prajapati" url: "https://satvasolutions.com" categories: - "Accounting Integration" word_count: 690 reading_time: "4 min read" summary: "TABLE OF CONTENTS Introduction Key Components of a Data Flow Steps to Configure a Data Flow Useful Links FAQ Boltrics Data Flow & How to Set It Up Triggers, Dat..." description: "Learn how to set up Boltrics Data Flow with triggers, actions, and endpoints. Step-by-step guide to automate integrations and move data across systems withou..." keywords: "Boltrics Data Flow, Accounting Integration" language: "en" schema_type: "Article" related_posts: - title: "How Developers Can Reduce Xero API Calls by 90%" url: "https://satvasolutions.com/blog/xero-api-call-reduction-techniques" - title: "Top 5 QuickBooks API Automation Workflows for Small Businesses (2026 Edition)" url: "https://satvasolutions.com/blog/quickbooks-api-automation-workflows" - title: "7 Best Unified Accounting API Platforms for SaaS (2026 Comparison Guide)" url: "https://satvasolutions.com/blog/top-unified-accounting-api-platforms" --- # Boltrics Data Flow Explained: How to Set Up Triggers, Actions & Integrations _Published: April 17, 2026_ _Author: Chintan Prajapati_ ![Business Central AL code extension with API integration syncing data to dashboard with real-time analytics and performance](https://satvasolutions.com/wp-content/uploads/2026/04/business-central-al-code-api-integration-dashboard-real-time-analytics-768x609.webp) ## Boltrics Data Flow & How to Set It Up Triggers, Data Flow Actions, and Actions in Boltrics Data Flow make it easy to move data between Boltrics and other systems. This guide will help you understand and set up a data flow in Boltrics by going over all the parts and steps you need to take to get started. ## Important Parts of a Data Flow ![Core components of data flow showing trigger, data transformation, actions, and endpoint integration in automated workflow](https://satvasolutions.com/wp-content/uploads/2026/04/core-components-data-flow-trigger-actions-endpoint-automation-workflow.webp) ### Triggers (Start the Process) When something happens, triggers automatically start the flow. Some examples are: - New order created - Scheduled job - Incoming API request ### Data Flow Actions (Modify & Process Data) Data Flow Actions transform, filter, or map data before sending it. Examples include:- Convert JSON to XML - Map invoice fields - Filter records ### Actions (Execute the Task) Actions perform tasks like sending an HTTP request, saving data, or logging information. Examples include:- Send invoice data to an API - Write to a database - Trigger an email ### Endpoints (Final Destination) Endpoints are where the processed data is sent. Examples include: - External APIs - Databases - Cloud services When working with endpoints, API limitations and performance can become critical. Here are some practical [Xero API optimization techniques](https://satvasolutions.com/blog/xero-api-call-reduction-techniques) that can help reduce unnecessary calls and improve efficiency. ## Steps to Configure a Data Flow in Boltrics ![7 steps to configure data flow in Boltrics including trigger, actions, endpoint setup, testing, and workflow automation](https://satvasolutions.com/wp-content/uploads/2026/04/7-steps-configure-data-flow-boltrics-trigger-actions-endpoint-automation.webp) ### Step 1: Open DataHub Log in to Boltrics DataHub, then navigate to **DataHub > Flow List**. ### Step 2: Create a New Flow Click **“New”** to create a data flow. Give it a name and select the appropriate module. ### Step 3: Add a Trigger (If Needed) If the flow needs to start automatically, add a Trigger. Example triggers: - **“New Record Created”** (e.g., a new invoice) - **“Scheduled Job”** (e.g., every night at 12 AM) - **“HTTP Request Received”** (if data is coming from an external system) ### Step 4: Add Data Flow Actions (If Required) Click **“Add Action” → “Data Flow Action”**. Select the required transformations, such as: - **Data Mapping** — match fields between systems - **Format Conversion** — e.g., JSON to XML - **Filtering** — only send relevant data. ### Step 5: Add an Action Click **“Add Action” → “Action”**. Choose what needs to happen, such as:- **Send HTTP Request** — to send data to an external API - **Store Data** — save information in Boltrics - **Trigger Notification** — email or alert ### Step 6: Configure the Endpoint If sending data to an external system, define the endpoint URL. Set the HTTP method (POST, GET, etc.). Include required headers and request format (JSON, XML, etc.). **Security Note:** Boltrics allows the configuration of API security. You can set the header security to anonymous and pass default headers, which will be matched against the stored database. Store the configured headers in the database to ensure the API matches and validates each request. Setting up endpoints correctly is key to successful integrations. If you’re planning a more advanced setup, explore our [Zoho CRM integration services](https://satvasolutions.com/zoho-crm-integration-services) to see how complex workflows can be implemented. ### Step 7: Test & Activate the Flow Click **“Test Flow”** to check if it works correctly. If successful, **activate the flow**. ## Useful Links - [Boltrics DataHub Flows Documentation](https://learn.boltrics.com/appIntegration/DataHubFlows.html) - [How to Set Up an Integration with DataHub](https://www.boltrics.com/en/2024/04/18/blog-this-is-how-you-easily-set-up-an-integration-with-datahub) - [Boltrics SND Receipt Integration](https://learn.boltrics.com/appIntegration/SND-Receipt.html) ## FAQ
What is Boltrics Data Flow?
Boltrics Data Flow is a tool in the Boltrics DataHub that automates the movement of data between Boltrics and other systems. It does this by using triggers, data flow actions, actions, and endpoints.
Do I need to know how to code to set up a data flow?
No. Boltrics DataHub provides a visual interface for creating and configuring data flows. You configure triggers, actions, and endpoints through the UI without writing code.
What authentication methods does Boltrics support for API endpoints?
Boltrics supports header-based authentication in which you store API keys in the database and pass them as default headers. You can also configure anonymous access for internal flows.
Can I schedule a data flow to run automatically?
Yes. Use a “Scheduled Job” trigger to run your data flow at specific intervals, such as nightly at 12 AM or at any custom schedule you define.
--- _View the original post at: [https://satvasolutions.com/blog/boltrics-data-flow-setup-guide](https://satvasolutions.com/blog/boltrics-data-flow-setup-guide)_ _Served as markdown by [Third Audience](https://github.com/third-audience) v3.5.4_ _Generated: 2026-04-17 07:33:48 UTC_