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