Automation

Automations

6 articles

• Create a flow from a template
• Build and use a Custom Action
• Using the filter block in automations
• What are automations?
• Create your first automation flow
• Add an Approval Form to an automation

Blocks

2 articles

• Use data from earlier steps in a code step
• Use a code step in an automation

Sidepanel

14 articles

• What is the SidePanel
• View case information in the SidePanel
• Use the Approval Form in the SidePanel
• Set up the SidePanel as a browser extension
• Install the SidePanel browser extension on Microsoft Edge
• Set up the SidePanel as an Outlook app

See all 14 articles

Api

4 articles

• API settings
• Authentication
• S3 integration API
• Accessing Additional APIs