Automating activities with workflows
-
Automate activities with workflows
Use workflows to automate common tasks in Trelica. Once y...
-
Build a workflow
You can build workflows to automate activities in Trelica...
-
Send a Slack message
Send an automated message to a user or channel in Slack. ...
-
Send email notifications
Send automated email notifications to people in your organ...
-
Run workflow steps in parallel with groups
Use groups to identify workflow steps that can be run at t...
-
Use custom fields and forms in workflows
You can include forms in workflows to collect data specifi...
-
Fetch data from lookup tables
Some types of workflow require input each time the workflo...
-
Manage workflow runs
Each time a workflow is triggered, a workflow "run" is cre...
-
Running a workflow from another application with the API webhook trigger
The API webhook trigger will start a workflow when you sen...
-
Run workflows from a CSV file
It's quite common to want to run a workflow multiple times...
-
Advanced webhook workflow triggers using JSON path queries (JMESPath)
This article references Okta webhook payloads but is not ...