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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/ZendeskRequestAPI | How to Use Zendesk Request API to Create a New Zendesk Ticket on Behalf of Another User]] | *[[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-builder-reference-guide/EmailExternalLocation | Passing Emails and Email Updates to an External Location]] | ||
*[[Workflow-builder-reference-guide/AssociatingCallswithRelevantMicrosoftDynamicsRecords|Associating Calls with Relevant Microsoft Dynamics Records]] | |||
Workflow Blocks | Workflow Blocks | ||
*[[workflow-builder-reference-guide/AssignCasetoAgent | Assign Case to Agent]] | *[[workflow-builder-reference-guide/AssignCasetoAgent | Assign Case to Agent]] | ||
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*[[workflow-builder-reference-guide/MicrosoftDynamicsSelectAccount | Microsoft Dynamics Select Account]] | *[[workflow-builder-reference-guide/MicrosoftDynamicsSelectAccount | Microsoft Dynamics Select Account]] | ||
*[[workflow-builder-reference-guide/MicrosoftDynamicsUpdateObject | Microsoft Dynamics Update Object]] | *[[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/Wait | Wait]] | *[[workflow-builder-reference-guide/Wait | Wait]] | ||
*[[workflow-builder-reference-guide/WaitPlus | Wait+ ]] | *[[workflow-builder-reference-guide/WaitPlus | Wait+ ]] | ||
*[[Workflow-builder-reference-guide/WaitHistoricalAsset | Wait Historical Asset]] | |||
*[[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]] | ||
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*[[workflow-builder-reference-guide/CRMObjectsFields | Standard Fields for CRM Objects]] | *[[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 17:42, 26 February 2026
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
- Associating Calls with Relevant Microsoft Dynamics Records
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+
- Wait Historical Asset
- Zapier Invoke Zap
- Zapier Select Account
- Zendesk API Request
- Zendesk Create Object
- Zendesk Search
- Zendesk Select Account
- Zendesk Update Object
Reference