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Steps to create a Workflow

  1. To create a Workflow, use the side nav bar and click on Workflows

Navigate to workflow

  1. Once you’re inside the Workflows page, click on the Add Workflow button.

Create new workflow

The first step in creating your Workflow is to choose the trigger that will run the workflow

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Select Trigger

Choose workflow trigger

For a detailed list of supported triggers, check here.

Once the trigger has been selected, you’ll see a slide-out open on the right that shows the selected trigger. The next step would be to choose the Meeting Types to restrict this workflow to run on

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Select applicable Meeting Types

While selecting the Meeting Types to restrict the workflow to run on, you can either choose the workflow to run for All Meeting Types or for Selected Meeting Types to choose the subset of Meeting Types.

Choose meeting type


Once the applicable Meeting Type setting has been chosen, click Proceed at the bottom right corner. The next step is to configure the action of the workflow i.e. where to send the notification to.

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Select Action

Choose to send the notification via Slack to specific channels or via Email to the booker, assignee or specific people.

Restrict meeting type

For a detailed list of supported actions for supported triggers, check here.

After choosing an action, you’ll see a slide-out open on the right to configure properties for each action. Each action roughly has the following skeleton that has configurable text with the help of Placeholders and Info Blocks and a powerful rich text editor.

Each action comes pre-filled with appropriate title and body based on the trigger to help set it up quickly.

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Customize Slack message

  1. Choose the Slack channel

  2. Configure the notification title

  3. Configure the notification content

  4. Configure placeholders and info blocks if any

  5. Choose Proceed at the bottom right corner

NOTE

When configuring a Slack notification to a channel, please note that the ReveuneHero bot needs to be added to the channel to receive notifications.

This can be done by typing @revenuehero in the message box of the channel and pressing enter and you should see a confirmation message stating bot has been added to the channel

Choose actions

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Customize Email to Assignee message

  1. Configure the email subject
  2. Configure the email content
  3. Configure placeholders and info blocks if any
  4. Choose Proceed at the bottom right corner

Slack action

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Customize Email to Specific people message

  1. Type the recipients of the mail
  2. Configure the email subject
  3. Configure the email content
  4. Configure placeholders and info blocks if any
  5. Choose Proceed at the bottom right corner

Assignee email action

Preview the configured workflow and if everything looks okay, click on Create Workflow on the top right corner of the page to create your workflow and give it a name to remember by 🎉🎉🎉

Booker email action


Specific people email action

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Trigger a webhook

  1. Add the receiving webhook URL
  2. Add a secret to validating using that on the receiving app
  3. Add any custom headers needed

Set up webhook action


Webhook confirmation

Preview the configured workflow and if everything looks okay, click on Create Workflow on the top-right corner of the page to create your workflow and give it a name to remember by 🎉🎉🎉

For a detailed list of webhook payloads, check here.

OverviewWebhook Payload