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.