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Workflows
Features
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
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