Beacon

Workflows

Updated a month ago

check_circle_outline Workflows are a Premium tier feature. If you'd like access to workflows to automate your processes, let us know.

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.


link How workflows work

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

link Triggers

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

The following triggers are supported:

link 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.

help_outline The filters you can add depend on the trigger you're using, see the individual trigger articles to see more information.

link 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.

help_outline The actions you can add depend on the trigger you're using, see the individual trigger articles to see more information.


link Frequently asked questions

link 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