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Workflows
Automate your identity processes.
Introduction
Key Concepts
Learn about the key concepts, models, and vocabulary around Workflows
Workflows overview
Organization-level Workflows
Template Versions and Change Management
Workflows FAQs
Using Workflows
Understanding how to use Workflows
Creating Workflows
Duplicate a Workflow
Workflows: Manage versions and state
Trigger Event and Step Types in Workflows
Edit Workflow name and description
Rerun Workflows with Manual Triggers
Testing and auditing your Workflows
Workflows testing strategies
Workflows Slack Integration
Set up an Inquiry review process using Workflows
Tag Inquiries that fail a specific Verification check, using Workflows
Automatically compare IP address location with user-inputted location
Using the Send Email Action Step
Features
Steps
Learn about the various Workflow Steps
Approve Inquiry step
Decline Inquiry step
Mark Inquiry For Review step
Hubspot steps
Send Email step
Inquiry Link Email step
Create Inquiry step
Send Inquiry Link SMS step
Send SMS step
Assign Case step
Clear Case SLA step
Create Case step
Find or Create Account step
Set Case SLA step
Update Case Status step
Wait step
Parallel step
Update Transaction Status step
Get List Match step
Copy Tags step
Attach Objects To Case step
Fetch Persona Object step
Redact Object step
Tag Object step
Update Object step
Conditional step
Loop step
Run Graph Query step
Run Report step
Run Verification step
Sync Graph step
Calculate Step
Remove Tag step
FAQ
Managing Workflows
The most frequently asked questions about managing and overseeing Workflows asked by Persona Community members
How to revert to a previously published Inquiry Template Version or Workflow Version
How to schedule a Workflow based on an ID expiration date
Testing and debugging
The most frequently asked Workflows testing and debugging questions asked by Persona Community members
How can I test changes to a Workflow?
Why did my case objects fail to attach?