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Workflows

Automate your identity processes.

Introduction

26 articles

Key Concepts

Learn about the key concepts, models, and vocabulary around Workflows

Workflows overview2 min read Organization-level Workflows2 min read Workflow Versions and Change Management2 min read Workflows FAQs3 min read Method Chains5 min read Platform Connections3 min read

Using Workflows

Understanding how to use Workflows

Creating Workflows2 min read Duplicating a Workflow1 min read Copying steps from one Workflow to another1 min read Managing Workflow versions and state3 min read Trigger Events and Step Types in Workflows5 min read Editing Workflow name and description1 min read Rerun, Resume, or Run New Workflows with Manual Triggers2 min read Testing and auditing your Workflows4 min read Test Workflows with Simulate4 min read

Workflows Slack Integration2 min read Building your first workflow3 min read Workflow Best Practices12 min read Setting up an Inquiry review process using Workflows2 min read Tagging Inquiries that fail a specific Verification check, using Workflows2 min read Automatically compare IP address location with user-inputted location4 min read Using the Send Email Action Step6 min read Using Conditional step Operators3 min read Using Workflow Variables4 min read Accessing Persona data in Workflows4 min read Editing logic within a Conditional Step4 min read

Features

49 articles

Steps

Learn about the various Workflow Steps

Workflows: Module step5 min read Workflows: Create Inquiry step2 min read Workflows: Approve Inquiry step1 min read Workflows: Decline Inquiry step1 min read Workflows: Mark Inquiry For Review step2 min read Workflows: Inquiry Link Email step2 min read Workflows: Send Email step2 min read Workflows: Send Inquiry Link SMS step2 min read Workflows: Send SMS step2 min read Workflows: Hubspot steps3 min read Workflows: Find or Create Account step2 min read Workflows: Create Transaction step2 min read Workflows: Update Transaction Status step2 min read Workflows: Create Case step2 min read Workflows: Assign Case step2 min read Workflows: Send Case Message Step3 min read Workflows: Update Case Status step2 min read Workflows: Add Comment To Case step2 min read Workflows: Add Case To Queue step2 min read Workflows: Attach Objects To Case step3 min read Workflows: Wait step2 min read Workflows: Parallel step1 min read Workflows: Get List Match step2 min read Workflows: Tag Object step2 min read Workflows: Copy Tags step2 min read Workflows: Fetch Persona Object step1 min read Workflows: Update Object step2 min read Workflows: Redact Object step2 min read Workflows: Loop step4 min read Workflows: Conditional step4 min read Workflows: Set Case SLA step2 min read Workflows: Clear Case SLA step2 min read Workflows: Run Graph Query step2 min read Workflows: Run Report step2 min read Workflows: Run Verification step2 min read Workflows: Sync Graph step2 min read Workflows: Calculate Step3 min read Workflows: Remove Tag step1 min read Workflows: Add Item To List step2 min read

OpenAI integration overview2 min read Workflows: Send Slack Message step2 min read Workflows: Pattern of Zendesk steps4 min read Workflows: Pattern of Salesforce steps3 min read Workflows: Evaluate Code Step2 min read Workflows: Add Item To Face List Step2 min read Workflows: Make HTTPS Request step3 min read Workflows: Schedule Workflow step2 min read Workflows: Run MX Bank Get Account Owners Report step2 min read Workflows: Transliterate Fields Step2 min read

FAQ

7 articles

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 Version3 min read How to schedule a Workflow based on an ID expiration date4 min read How to trigger Workflow Runs with Inquiry Created?3 min read

Use Cases

The most frequently asked questions about when to use Workflows and the common use cases for them, asked by Persona Community members

What are some example use cases of custom code in Workflows?2 min read Notify on stuck workflows5 min read

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?1 min read Why did my case objects fail to attach?1 min read