Beacon

Workflows

Updated 6 months ago

If you're like many other organisations, you probably have a lot of manual tasks you need to do every day/week/month.

Manual tasks usually end up getting in the way of making a difference, so we built a workflows products specifically to automate many of the manual data tasks you do every day.

Tip: currently workflows are in Beta release and have limited functionality


How workflows work

Workflows are made up of triggers, filters, and actions.

Triggers

Triggers are what cause a workflow to run. For example, a trigger could be every time a particular donation form is submitted.

Currently, the following triggers are supported:

Filters

Filters let you only run your workflow when certain criteria are met. Using the form submission example above, you could add a filter to only run the workflow if the donation amount is more than £100.

Tip: the filters you can add depend on the trigger you're using, see the individual trigger articles (linked above) to see more information.

Actions

On to the fun stuff. Actions are the things that actually happen when a workflow is triggered, once the filters have passed. This is where the automation kicks in - you can execute one or more actions to do something you would usually have done manually.

Tip: the actions you can add depend on the trigger you're using, see the individual trigger articles (linked above) to see more information.


Frequently asked questions

Workflows sound great! But I need a trigger that isn't yet supported.

We'd love to hear from you! Please let us know at [email protected] - we're going to be improving this feature directly based on feedback and real-world use-cases.

close

Contact Us

It'd be great to hear from you! To reach out, fill in your details below and we'll get back to you.

close

Register for webinar

To join this webinar, please enter your details below and we'll send you details on how to join.



close