Sometimes, multiple units with the same contact details, such as email or phone number, are accidentally saved. This can cause issues in processes that search or filter by these fields. This guide…
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The Add Workflow Starts Tag job sets a searchable tag on the current workflow-start instance. Use it to attach dynamic values to a workflow execution so that the workflow start can be found or…
The Answer Sender job replies to the originator of an incoming message or form answer. Use it when a workflow should answer the person who started the conversation without having to build the…
The Clear Workflow Context job removes selected data from the current workflow context. Use it to reset temporary state between workflow steps, clean up after a branch, or make sure downstream…
The Create JWT Signing job creates a signed JWT (JSON Web Token) by signing a payload with a private key. Use it when a workflow needs to generate a token for authenticating against an external…
The Data Operations job performs a configurable list of ordered data transformations, mainly working with strings, within the workflow context. Use it to copy, calculate, format, encode, hash, and…
The Execute Workflow job starts another workflow by searching for it by name or ID. Use it when you want to split logic into reusable workflows, trigger a public workflow from another account, or…
The Extract Data job pulls structured data out of events or workflow resources and moves it into workflow context in a form that later jobs can use. Use it when a trigger or process event contains…
The Find Message Template As Resource job finds message templates by name, ID, or metadata filter and stores the result as a workflow resource. Use it when later jobs should work with a message…
The Find Or Create Units job searches for units based on a workflow value and creates new units only if no matching units are found and creation is allowed. Use it when an incoming sender, email…
The Find Units By ID job resolves one or more unit GUIDs into actual unit objects. Use it when you already know the unit IDs and want to load those units into the workflow context for later…
It’s relatively common that, for one reason or another, you need to iterate over a resource’s items and process them one by one. For example, a request might include an array with orders that…
This is the reference text shown in the Workflow Builder. For a walkthrough with examples, see For Each Resource.
This is the reference text shown in the Workflow Builder. For a walkthrough with examples, see For Each Resource.
The Group Operations job is the main pipeline job for working with groups. It lets you find groups, optionally filter them, perform group-level operations, and then decide how the resulting groups…
This job can be connected to the following workflow elements.
The JSON Pipeline job runs an ordered set of JSON transformation steps on a workflow resource. Use it to load a JSON resource, modify it step by step, and save it back for later jobs.
The Notify UI job sends a toast notification to the Bosbec admin user interface. Use it when a workflow should surface status information, links, or short results directly to one administrator or…
The Parse CSV to Resource job parses CSV-formatted text provided in the Csv source field. The source can be either:
This is the reference text shown in the Workflow Builder. For a walkthrough with examples, see Parse CSV to Resource.
The Parse JSON to Resource job parses JSON text from a workflow value and creates a JsonResource in the workflow context. Use it when incoming payloads, metadata values, or other resources contain…
The Place holder job performs no action on its own. Use it as a visible routing point, a temporary stub while building a workflow, or a clear end point for paths such as error handling where you…
The Reset Synchronized Counter job resets an existing synchronized counter to a specific value. Use it together with synchronizedCounter.md when a quota, rate limit, or event counter should be…
The Route From Meta Data job allows you to control the flow of a workflow based on the evaluation of metadata values. It enables conditional branching where different sets of jobs are executed…
This is the reference text shown in the Workflow Builder. For a walkthrough with examples, see Route From Meta Data.
The Save To Group job saves members from the workflow context into a group. It can target an existing group or create a new group, including a dynamic group based on tags.
The Send API Response job sends an HTTP response back to the caller of an Incoming HTTP Trigger. Use this job to control the response body, content type, status code, and headers returned to the…
This is the reference text shown in the Workflow Builder. For a walkthrough with examples, see Send HTTP Request.
The Send HTTP Request job is the latest version of the job used to send outbound HTTP requests from Bosbec. This article explains how it works and how to configure it to communicate with external…
The Send Message To Groups job sends a message template to one or more groups. If no explicit groups are connected, it can fall back to groups and units already present in the workflow context.
The Set Debug Mode job is used to pause workflow execution so you can inspect the current state and step through the workflow manually during troubleshooting. In practice, it behaves like a…
The Synchronized Counter job increments a shared counter safely even when many workflows run in parallel. Use it to enforce quotas, count events, or rate-limit actions where concurrent workflow…
The Unit Operations job lets you find units from one or more sources, optionally filter the result, optionally update the found units, and finally decide how those units should be stored or deleted.
This is the reference text shown in the Workflow Builder. For a walkthrough with examples, see Unit Pipeline – Merging Units.