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| − | + | =Workflow Builder Reference Guide= | |
Introduction | Introduction | ||
*[[workflow-builder-reference-guide/Purpose | Purpose]] | *[[workflow-builder-reference-guide/Purpose | Purpose]] | ||
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*[[workflow-builder-reference-guide/WorkflowBuilderOverview | Workflow Builder Overview]] | *[[workflow-builder-reference-guide/WorkflowBuilderOverview | Workflow Builder Overview]] | ||
Workflow-Building Exercises | Workflow-Building Exercises | ||
| − | *[[workflow-builder-reference-guide/ | + | *[[workflow-builder-reference-guide/HowtoSolicitPost-TransactionalSurveysviaEmail | How to Solicit Post-Transactional Surveys via Email]] |
| + | *[[workflow-builder-reference-guide/ZendeskRequestAPI | How to Use Zendesk Request API to Create a New Zendesk Ticket on Behalf of Another User]] | ||
| + | *[[workflow-builder-reference-guide/EmailExternalLocation | Passing Emails and Email Updates to an External Location]] | ||
Workflow Blocks | Workflow Blocks | ||
*[[workflow-builder-reference-guide/AssignCasetoAgent | Assign Case to Agent]] | *[[workflow-builder-reference-guide/AssignCasetoAgent | Assign Case to Agent]] | ||
| + | *[[workflow-builder-reference-guide/AWSLambda | AWS Lambda]] | ||
| + | *[[workflow-builder-reference-guide/BrightPatternCreateObject | Bright Pattern Create Object]] | ||
| + | *[[workflow-builder-reference-guide/BrightPatternDeleteObject | Bright Pattern Delete Object]] | ||
*[[workflow-builder-reference-guide/BrightPatternSearchObject | Bright Pattern Search Object]] | *[[workflow-builder-reference-guide/BrightPatternSearchObject | Bright Pattern Search Object]] | ||
| + | *[[workflow-builder-reference-guide/BrightPatternUpdateObject | Bright Pattern Update Object]] | ||
*[[workflow-builder-reference-guide/Comment | Comment]] | *[[workflow-builder-reference-guide/Comment | Comment]] | ||
*[[workflow-builder-reference-guide/DBExecute | DB Execute]] | *[[workflow-builder-reference-guide/DBExecute | DB Execute]] | ||
| − | |||
*[[workflow-builder-reference-guide/EMail | EMail]] | *[[workflow-builder-reference-guide/EMail | EMail]] | ||
*[[workflow-builder-reference-guide/ExceptionHandler | Exception Handler]] | *[[workflow-builder-reference-guide/ExceptionHandler | Exception Handler]] | ||
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*[[workflow-builder-reference-guide/InternalMessage | Internal Message]] | *[[workflow-builder-reference-guide/InternalMessage | Internal Message]] | ||
*[[workflow-builder-reference-guide/Log | Log]] | *[[workflow-builder-reference-guide/Log | Log]] | ||
| − | *[[workflow-builder-reference-guide/ | + | *[[workflow-builder-reference-guide/MicrosoftDynamicsCreateObject | Microsoft Dynamics Create Object]] |
| + | *[[workflow-builder-reference-guide/MicrosoftDynamicsDeleteObject | Microsoft Dynamics Delete Object]] | ||
| + | *[[workflow-builder-reference-guide/MicrosoftDynamicsSearchObject | Microsoft Dynamics Search Object]] | ||
| + | *[[workflow-builder-reference-guide/MicrosoftDynamicsSelectAccount | Microsoft Dynamics Select Account]] | ||
| + | *[[workflow-builder-reference-guide/MicrosoftDynamicsUpdateObject | Microsoft Dynamics Update Object]] | ||
| + | *[[workflow-builder-reference-guide/Return | Return]] | ||
*[[workflow-builder-reference-guide/RightNowCreateObject | RightNow Create Object]] | *[[workflow-builder-reference-guide/RightNowCreateObject | RightNow Create Object]] | ||
*[[workflow-builder-reference-guide/RightNowSearch | RightNow Search]] | *[[workflow-builder-reference-guide/RightNowSearch | RightNow Search]] | ||
*[[workflow-builder-reference-guide/RightNowSelectAccount | RightNow Select Account]] | *[[workflow-builder-reference-guide/RightNowSelectAccount | RightNow Select Account]] | ||
*[[workflow-builder-reference-guide/RightNowUpdateObject | RightNow Update Object]] | *[[workflow-builder-reference-guide/RightNowUpdateObject | RightNow Update Object]] | ||
| + | *[[workflow-builder-reference-guide/RouteCasetoAgent | Route Case to Agent]] | ||
| + | *[[workflow-builder-reference-guide/RouteCasetoService | Route Case to Service]] | ||
*[[workflow-builder-reference-guide/Salesforce.comDelete | Salesforce.com Delete]] | *[[workflow-builder-reference-guide/Salesforce.comDelete | Salesforce.com Delete]] | ||
*[[workflow-builder-reference-guide/Salesforce.comInsert | Salesforce.com Insert]] | *[[workflow-builder-reference-guide/Salesforce.comInsert | Salesforce.com Insert]] | ||
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*[[workflow-builder-reference-guide/SetVariable | Set Variable]] | *[[workflow-builder-reference-guide/SetVariable | Set Variable]] | ||
*[[workflow-builder-reference-guide/StartAnotherWorkflow | Start Another Workflow]] | *[[workflow-builder-reference-guide/StartAnotherWorkflow | Start Another Workflow]] | ||
| + | *[[workflow-builder-reference-guide/Switch | Switch]] | ||
*[[workflow-builder-reference-guide/TransferCasetoService | Transfer Case to Service]] | *[[workflow-builder-reference-guide/TransferCasetoService | Transfer Case to Service]] | ||
*[[workflow-builder-reference-guide/Wait | Wait]] | *[[workflow-builder-reference-guide/Wait | Wait]] | ||
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*[[workflow-builder-reference-guide/ZapierInvokeZap | Zapier Invoke Zap]] | *[[workflow-builder-reference-guide/ZapierInvokeZap | Zapier Invoke Zap]] | ||
*[[workflow-builder-reference-guide/ZapierSelectAccount | Zapier Select Account]] | *[[workflow-builder-reference-guide/ZapierSelectAccount | Zapier Select Account]] | ||
| + | *[[workflow-builder-reference-guide/ZendeskAPIRequest | Zendesk API Request]] | ||
*[[workflow-builder-reference-guide/ZendeskCreateObject | Zendesk Create Object]] | *[[workflow-builder-reference-guide/ZendeskCreateObject | Zendesk Create Object]] | ||
*[[workflow-builder-reference-guide/ZendeskSearch | Zendesk Search]] | *[[workflow-builder-reference-guide/ZendeskSearch | Zendesk Search]] | ||
*[[workflow-builder-reference-guide/ZendeskSelectAccount | Zendesk Select Account]] | *[[workflow-builder-reference-guide/ZendeskSelectAccount | Zendesk Select Account]] | ||
*[[workflow-builder-reference-guide/ZendeskUpdateObject | Zendesk Update Object]] | *[[workflow-builder-reference-guide/ZendeskUpdateObject | Zendesk Update Object]] | ||
| − | + | Reference | |
| + | *[[workflow-builder-reference-guide/CRMObjectsFields | Standard Fields for CRM Objects]] | ||
*[[workflow-builder-reference-guide/Variables | Variables]] | *[[workflow-builder-reference-guide/Variables | Variables]] | ||
| + | *[[workflow-builder-reference-guide/VariableParameters | Variable Parameters]] | ||
*[[workflow-builder-reference-guide/StringExpressions | String Expressions]] | *[[workflow-builder-reference-guide/StringExpressions | String Expressions]] | ||
*[[workflow-builder-reference-guide/IntegerExpressions | Integer Expressions]] | *[[workflow-builder-reference-guide/IntegerExpressions | Integer Expressions]] | ||
*[[workflow-builder-reference-guide/FloatingPointExpressions | Floating Point Expressions]] | *[[workflow-builder-reference-guide/FloatingPointExpressions | Floating Point Expressions]] | ||
*[[workflow-builder-reference-guide/Built-InFunctions | Built-In Functions]] | *[[workflow-builder-reference-guide/Built-InFunctions | Built-In Functions]] | ||
| − | |||
Latest revision as of 09:54, 28 March 2025
Workflow Builder Reference Guide
Introduction
Workflow Builder Application
Workflow-Building Exercises
- How to Solicit Post-Transactional Surveys via Email
- How to Use Zendesk Request API to Create a New Zendesk Ticket on Behalf of Another User
- Passing Emails and Email Updates to an External Location
Workflow Blocks
- Assign Case to Agent
- AWS Lambda
- Bright Pattern Create Object
- Bright Pattern Delete Object
- Bright Pattern Search Object
- Bright Pattern Update Object
- Comment
- DB Execute
- Exception Handler
- Exit
- Fetch URL
- Get Next Record
- Get User Configuration
- Goto
- If
- Internal Message
- Log
- Microsoft Dynamics Create Object
- Microsoft Dynamics Delete Object
- Microsoft Dynamics Search Object
- Microsoft Dynamics Select Account
- Microsoft Dynamics Update Object
- Return
- RightNow Create Object
- RightNow Search
- RightNow Select Account
- RightNow Update Object
- Route Case to Agent
- Route Case to Service
- Salesforce.com Delete
- Salesforce.com Insert
- Salesforce.com Search
- Salesforce.com Select Account
- Salesforce.com Update
- Send Message+
- ServiceNow Create Object
- ServiceNow Search
- ServiceNow Select Account
- ServiceNow Update Object
- Set Variable
- Start Another Workflow
- Switch
- Transfer Case to Service
- Wait
- Wait+
- Zapier Invoke Zap
- Zapier Select Account
- Zendesk API Request
- Zendesk Create Object
- Zendesk Search
- Zendesk Select Account
- Zendesk Update Object
Reference