Workflows
Automate your identity processes.
Introduction
26 articlesKey Concepts
Learn about the key concepts, models, and vocabulary around Workflows
Using Workflows
Understanding how to use Workflows
Creating WorkflowsDuplicating a WorkflowCopying steps from one Workflow to anotherManaging Workflow versions and stateTrigger Events and Step Types in WorkflowsEditing Workflow name and descriptionRerun, Resume, or Run New Workflows with Manual TriggersTesting and auditing your WorkflowsTest Workflows with SimulateWorkflows Slack IntegrationBuilding your first workflowWorkflow Best PracticesSetting up an Inquiry review process using WorkflowsTagging Inquiries that fail a specific Verification check, using WorkflowsAutomatically compare IP address location with user-inputted locationUsing the Send Email Action StepUsing Conditional step OperatorsUsing Workflow VariablesAccessing Persona data in WorkflowsEditing logic within a Conditional Step
Features
48 articlesSteps
Learn about the various Workflow Steps
Workflows: Module stepWorkflows: Create Inquiry stepWorkflows: Approve Inquiry stepWorkflows: Decline Inquiry stepWorkflows: Mark Inquiry For Review stepWorkflows: Inquiry Link Email stepWorkflows: Send Email stepWorkflows: Send Inquiry Link SMS stepWorkflows: Send SMS stepWorkflows: Hubspot stepsWorkflows: Find or Create Account stepWorkflows: Create Transaction stepWorkflows: Update Transaction Status stepWorkflows: Create Case stepWorkflows: Assign Case stepWorkflows: Send Case Message StepWorkflows: Update Case Status stepWorkflows: Add Comment To Case stepWorkflows: Add Case To Queue stepWorkflows: Attach Objects To Case stepWorkflows: Wait stepWorkflows: Parallel stepWorkflows: Get List Match stepWorkflows: Tag Object stepWorkflows: Copy Tags stepWorkflows: Fetch Persona Object stepWorkflows: Update Object stepWorkflows: Redact Object stepWorkflows: Loop stepWorkflows: Conditional stepWorkflows: Set Case SLA stepWorkflows: Clear Case SLA stepWorkflows: Run Graph Query stepWorkflows: Run Report stepWorkflows: Run Verification stepWorkflows: Sync Graph stepWorkflows: Calculate StepWorkflows: Remove Tag stepWorkflows: Add Item To List stepOpenAI integration overviewWorkflows: Send Slack Message stepWorkflows: Pattern of Zendesk stepsWorkflows: Pattern of Salesforce stepsWorkflows: Evaluate Code StepWorkflows: Add Item To Face List StepWorkflows: Make HTTPS Request stepWorkflows: Schedule Workflow stepWorkflows: Run MX Bank Get Account Owners Report step
FAQ
7 articlesManaging Workflows
The most frequently asked questions about managing and overseeing Workflows asked by Persona Community members
Use Cases
The most frequently asked questions about when to use Workflows and the common use cases for them, asked by Persona Community members
Testing and debugging
The most frequently asked Workflows testing and debugging questions asked by Persona Community members