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Revision as of 21:21, 10 February 2026 by Laura.donovan (talk | contribs) (→Workflow Builder Reference Guide - add Associating Calls with Relevant Microsoft Dynamics Records)
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+
- Zapier Invoke Zap
- Zapier Select Account
- Zendesk API Request
- Zendesk Create Object
- Zendesk Search
- Zendesk Select Account
- Zendesk Update Object
Reference