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Getting started

Dynamic Flow (Inquiries)

Verifications

Accounts

Transactions

Reports

Cases

Workflows

Introduction

Features

Steps

FAQ

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Other Platform Products

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Steps

Learn about the various Workflow Steps

Workflows: Module step

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