University
Build & Test Your First PopFlow
Everyone needs to start somewhere, right!? The steps below are basic and should help you build and test your first PopFlow workflow. We'll cover the basic principles of: Triggering Event Designing The PopFlow Testing The PopFlow Download The Template ...
Common Control Flow Uses
5. Control Flows Activities The activities listed under Control Flows are commonly used in PopFlow. These activities allow you to create more complex and conditional workflows. These control flows enable the automation to make decisions and take ...
Common Screen Pop Use Cases
Let's review a few common activities that are used in PopFlow. 1. Screen Pops Activities Screen Pops are a common use case where PopFlow automatically displays relevant information on the screen of the user's CRM when a specific event occurs, such as ...
Examining typical use cases
If you have followed the previous modules, hopefully, you have a very basic understanding of what PopFlow is, how to use PopFlow to pass data between various activities, streamline your operations, and workflows within the CRM. Let's talk about ...
Incorporating code within PopFlows
Sometimes we find it much easier to write some code to do simple or even more complex tasks within a PopFlow. Either way, we have the flexibility to support code blocks in PopFlow. Incorporating code within PopFlows is accomplished using two ...
Pass data between PopFlows & Activities
Between the Curly Brackets is where we'll live in this module! We'll connect the data produced from other activities and steps in your workflow together! Data exports are the "glue" that ties workflow actions & activities together. In this module, we ...
Dive into the PopFlow Inspector
e PopFlow allows for each activity to be Inspected using the inspector. After each activity and step progression, the Inspector returns data in a JSON format. The information here is very important as it provides detail about the last activity as ...
Build, test and deploy PopFlows
Once you master these concepts, you can build PopFlows from scratch! The module is about simplicity and getting you up to speed on how PopFlows are created & tested! Our goal today is around three main areas: Creating a PopFlow that will execute on ...
What is a PopFlow?
What is a PopFlow? PopFlow is a visual interface designer that allows users to build custom agent experiences. PopFlows makes integrating your apps, data, and APIs within your CRM easy. A PopFlow is a series of activity steps that automate a business ...
Experience Designer Overview (University)
What You'll Accomplish! Discover how to drive significant benefits from OpenMethods by mastering the fundamentals of creating PopFlows within Experience Designer. The training has three primary modules: 1. Creating PopFlows 2. Incorporating code ...