Persona Help Center

Articles Community Academy Developer Docs System Status

Articles

Getting started

Solutions

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

Get help now

Submit a request

Using Workflows

Using Workflows

Understanding how to use Workflows

Creating Workflows

Duplicating a Workflow

Copying steps from one Workflow to another

Managing Workflow versions and state

Trigger Events and Step Types in Workflows

Editing Workflow name and description

Rerunning Workflows with Manual Triggers

Testing and auditing your Workflows

Workflows testing strategies

Workflows Slack Integration

Setting up an Inquiry review process using Workflows

Tagging Inquiries that fail a specific Verification check, using Workflows

Automatically compare IP address location with user-inputted location

Using the Send Email Action Step