latest:Workflow-builder-reference-guide

Workflow Builder Reference Guide

Introduction

• Purpose
• Audience

Workflow Builder Application

• Workflow Builder Overview

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
• EMail
• 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

• Standard Fields for CRM Objects
• Variables
• Variable Parameters
• String Expressions
• Integer Expressions
• Floating Point Expressions
• Built-In Functions