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Getting started

Dynamic Flow (Inquiries)

Verifications

Accounts

Transactions

Reports

Cases

Workflows

Introduction

Key Concepts

Using Workflows

Features

FAQ

Graph

Marketplace and 3rd-Party Integrations

Other Platform Products

Admin

For end users

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Introduction

Key Concepts

Learn about the key concepts, models, and vocabulary around Workflows

Workflows overview

Organization-level Workflows

Using Workflows

Understanding how to use Workflows

Creating Workflows

Duplicate a Workflow

Workflows: Manage versions and state

Trigger Event and Step Types in Workflows

Edit Workflow name and description

Rerun Workflows with Manual Triggers

Testing and auditing your Workflows

Workflows testing strategies

Custom Code in Workflows

Workflows Slack Integration

Set up an Inquiry review process using Workflows

Tag Inquiries that fail a specific Verification check, using Workflows

Automatically compare IP address location with user-inputted location

Using the Send Email Action Step