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Process Steps

Step Types

  • Get Approval: The user set as the Task Owner/Email From receives a task to approve this record.
  • Assign a Task: The user set as the Task Owner/Email From receives the task.
  • Run Procedure: Runs a SQL Statement.
  • Send an Email: The email template indicated sends to the Contact indicated.
  • Call Webhook: Collects data from the process and sends it to the specified URL specified in the form of an HTTP request.
  • Send a Text Message: The text message template sends through text to the Contact indicated.