Now that we have all of the logic for our flow set, we want to test it before we have it run live.

Let open up our Test Runner again.

Since we added an action for SendGrid, we'll want to let Connect know which SendGrid account to use.

To do that, click "Save & Reconfigure Test Instance" to open up the configuration wizard.

We've already authenticated with the Canopy API, so we only need to put in the SendGrid API Key associated with the account we want to use now.

Click "Finish" once you've pasted that in.

Now we're ready to run the test.

Click "Save & Run Test"

Now we see that our test ran successfully.

We can click on each run to get more detail for that particular test.

The Logs tab will show high level output about the run.

Ending Instance 'Send Borrower Upcoming Payment Reminders - Send Payment Reminder'

The Step Outputs tab will allow us to click into each individual step for each run and see the results.

This is helpful for debugging failed runs.

07/26/2023 19:25:15

Expression did not return valid result: getCustomer.results.name_first

Here we can see an example of the output result of a step in a failed run, which gives us some insight into what needs to change.

Bad Request (400)
The content value must be a string at least one character in length.
content.0.value
http://sendgrid.com/docs/API_Reference/Web_API_v3/Mail/errors.html#message.content.value

Continue to the next tutorials to learn how to deploy and active your flow.

Canopyservicing

qa.us.canopyservicing.com

canopyservicing.com

For this tutorial, we'll use the case of wanting to send borrowers upcoming payment reminders to help increase repayment rates. We'll walk through how to automate this with Canopy Connect.

Connect Canopy Getting Started Part 3: Testing