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Workflows
Features
Features
Steps
Learn about the various Workflow Steps
Workflows: Approve Inquiry step
Workflows: Decline Inquiry step
Workflows: Mark Inquiry For Review step
Workflows: Hubspot steps
Workflows: Send Email step
Workflows: Inquiry Link Email step
Workflows: Create Inquiry step
Workflows: Send Inquiry Link SMS step
Workflows: Send SMS step
Workflows: Find or Create Account step
Workflows: Create Transaction step
Workflows: Update Transaction Status step
Workflows: Assign Case step
Workflows: Clear Case SLA step
Workflows: Create Case step
Workflows: Send Case Message Step
Workflows: Set Case SLA step
Workflows: Add Case To Queue step
Workflows: Update Case Status step
Workflows: Add Comment To Case step
Workflows: Attach Objects To Case step
Workflows: Wait step
Workflows: Parallel step
Workflows: Get List Match step
Workflows: Copy Tags step
Workflows: Fetch Persona Object step
Workflows: Redact Object step
Workflows: Tag Object step
Workflows: Update Object step
Workflows: Conditional step
Workflows: Loop step
Workflows: Run Graph Query step
Workflows: Run Report step
Workflows: Run Verification step
Workflows: Sync Graph step
Workflows: Calculate Step
Workflows: Remove Tag step
Workflows: Add Item To List step
GPT Generate Message step
Workflows: Send Slack Message step
Workflows: Pattern of Zendesk steps
Workflows: Pattern of Salesforce steps
Workflows: Evaluate Code Step
Workflows: Add Item To Face List Step
Workflows: Make HTTPS Request step
Workflows: Schedule Workflow step
Workflows: Run MX Bank Get Account Owners Report step
Custom Code
Include Custom Code to drive automation.
Custom Code in Workflows
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