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Getting started

Dynamic Flow (Inquiries)

Verifications

Accounts

Transactions

Reports

Cases

Workflows

Introduction

Features

Steps

Custom Code

FAQ

Graph

Marketplace and 3rd-Party Integrations

Other Platform Products

Admin

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Features

Steps

Learn about the various Workflow Steps

Approve Inquiry step

Decline Inquiry step

Mark Inquiry For Review step

Send Email step

Inquiry Link Email step

Create Inquiry step

Send Inquiry Link SMS step

Find or Create Account step

Create Transaction step

Update Transaction Status step

Assign Case step

Clear Case SLA step

Create Case step

Send Case Message Step

Set Case SLA step

Add Case To Queue step

Update Case Status step

Add Comment To Case step

Attach Objects To Case step

Get List Match step

Fetch Persona Object step

Redact Object step

Tag Object step

Update Object step

Conditional step

Run Graph Query step

Run Report step

Run Verification step

Sync Graph step

Remove Tag step

Add Item To List step

GPT Generate Message step

Send Slack Message step

Pattern of Zendesk steps

Pattern of Salesforce steps

Evaluate Code Step

Add Item To Face List Step

Make HTTPS Request step

Schedule Workflow step

Run MX Bank Get Account Owners Report step

Custom Code

Include Custom Code to drive automation.

Custom Code in Workflows