This workflow provides a starting point for exporting Bosbec units as subscribers to Rule.
units-and-groups
19 articles
How-to guides
While there are many ways to work with Microsoft Azure AD, we have prepared an example to help you get started. In this Workflow Library template, we show how to get your groups and import the…
When importing units in the admin platform, you can choose to import them one by one or by pasting multiple rows of data at once to import many units simultaneously.
This article will guide you in setting up a pre-configured integration to import your contacts from Salesforce.
This article will guide you in setting up a pre-configured integration to import your HubSpot contacts to Smart Connect.
This article will guide you in setting up a pre-configured integration to import your Salesforce contacts to Smart Connect.
This article will guide you in setting up a preconfigured integration to import users from Telavox and add them as units in a group in Bosbec.
This guide demonstrates how to populate the Dstny CRM Connect Widget with customer data from your Bosbec account.
This guide explains how to import your Dstny ACD groups and their agents into your Bosbec account as Units.
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…
Reference
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…
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…
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 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 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.