What functionalities are available now?
Workflow editor
- No code, intuitive workflow editor
- Initial trigger and action placeholders to help you start with the workflow
- Plus button to add as many actions as your process requires
- Validations on each step informing you if the step is created correctly
- Magic variables displayed as chips allowing you to reference fields from preceding steps
- Ability to create a workflow with an extensive number of steps which follow a sequence of actions
- Ability to copy workflows
- User friendly way to select time, day of week and user in the triggers and actions
- Merge branches to join paths back into one so you can reuse the same follow-up steps and avoid duplicates.
Workflow templates
We also offer ability to create new workflow using a template instead of creating it from scratch.
Triggers and actions
Workflows are made up of Triggers and Actions. Each Workflow consists of one trigger, which starts the Workflow process, followed by any number of actions, in sequence. Each step is executed only when the previous one has been completed successfully, whether automated (e.g. an automated chat message has been sent) or manual (e.g. a Task completion).
Decision Steps
Create workflows including a decision step, where different courses of actions can take place based on the condition. Branching can be used for:
-
- Conditional evaluation - i.e. decision taken based on fields from the user profile, submitted form content
- Approval flow - different courses of action based on whether the request was approved or rejected
Merging Branches
After different outcomes (e.g. Yes, No), you can merge branches to continue with the same next steps. This keeps workflows short and easy to maintain.
Workflow execution history
This feature adds the ability for you to see past workflow executions and check how each action was executed. Also allows customers to track if and when a workflow is executed. In case of a failure, customers will be able to see why, so that they can troubleshoot.
The following triggers can currently be used in Workflows:
|
Domain |
Trigger Name |
Description |
Employee Referrals |
Open position created |
A new open position was added |
|
Employee Referrals |
Open position promoted |
An open position was promoted |
Employee Referrals |
Open position shared |
An open position was shared |
Events |
Event invitation responded |
Triggers when an event invitation is accepted or rejected |
Forms |
Form submission |
Triggers a workflow on each submission of a specific form |
Groups |
Group created |
Triggers when a user group is created |
Shifts |
New open Shift added |
Occurs when a new open shift is created |
Shifts |
Open shift claimed |
Triggers when an open shift is claimed |
Streams |
Comments have been written |
Triggers after a specified number of comments |
Streams |
Comments have been written by user |
Triggers after a specified number of comments have been written by a user |
Streams |
Post published |
Triggers when a post has been published |
Streams |
Posts have been written |
Triggers after a specified number of posts |
Streams |
Posts have been written by user |
Triggers after a specified number of posts have been written by a user |
Time |
Daily | Triggers everyday at the specified time |
Time |
Monthly | Triggers once a month on the specified day and time |
Time |
Monthly on a weekday | Triggers on the selected day(s) of the week in the specified week and time |
Time |
Weekly | Triggers on the selected day(s) of the week at the specified time |
Users |
User activated | Triggers when a suspendd user gets activated again |
Users |
User added to a group |
Triggers when a user is added to the selected group |
Users |
User created |
Triggers when a user is created |
Users |
User removed from a group |
Triggers when a user is removed from the selected group |
Users |
User suspended |
Triggers on user suspension |
Users |
User’s first login |
Triggers when a user logs in for the first time |
The following actions can be set in Workflows:
|
Domain |
Action Name |
Description |
|
Artificial Intelligence |
Summarize text |
Summerize a long text into a shorter version |
|
Branching |
Branch on |
Adjust flow based on the comparison result |
|
Branching |
Branch on groups |
Determines whether a user is member of at least one of the selected groups |
|
Branching |
Branch on locations |
Determines whether a user is member of at least one of the selected locations |
|
Campaigns |
Send a campaign |
Sends a campaign with a defined content to a group of users |
|
Campaigns |
Send an SMS campaign |
Sends an SMS campaign to all or inactive users with mobile phone number in their profile |
| Chats | Add a user to a group chat | Add a new user to an existing group chat |
|
Chats |
Change a group chat member role |
Adds or removes the admin status of a group chat member |
|
Chats |
Remove a user from a group chat |
Removes a user from an existing group chat |
|
Chats |
Send a chat message |
Sends a chat message to one or more specified users, optionally with attachments |
|
Chats |
Send a group chat message |
Sends a chat message to an existing group chat |
|
Chats |
Update group chat details |
Updates the title and/or description of a group chat |
|
Company |
Retrieve company data |
Retrieves data from the tenant to be used later in the workflow |
|
Documents |
Upload to document library |
Uploads a document to the document library in the selected folder with possibility to create a subfolder |
|
|
Send an email |
Sends an email to one or more email addresses, optionally with attachments |
|
Employee Referrals |
Get open position |
Gets the details of an open promotion |
|
Employee Referrals |
Promote open position |
Promotes or demotes an open position |
|
Events |
Get event details |
Gets the details of an event |
|
Forms |
Convert form submission PDF |
Creates a PDF file for a specific form submission, including all questions and answers. |
|
Forms |
Create a form |
Creates a new empty form |
|
Forms |
Create form permission |
Creates a new form permission |
|
Forms |
Delete a form |
Deletes an existing form |
|
Forms |
Delete form permission |
Deletes a form permission |
|
Forms |
Export form submissions |
Exports form submission into an Excel file |
|
Forms |
Merge PDF documents |
Merges multiple PDF documents into a single file |
|
Groups |
Add a user to a group |
Adds the specified user to the selected user group |
|
Groups |
Create a group |
Creates a new group of users |
|
Groups |
Delete a group |
Deletes an existing user group |
|
Groups |
Manage group admin rights |
Manages the permission of a user within a group |
|
Groups |
Remove a user from a group |
Removes the specified user from the selected user group |
|
Integrations |
Send to webhook |
Sends data from the workflow to Zapier, Workato, Azure, Lumapps, Power BI or Make webhook |
|
Internationalisation and localisation |
Format a date |
Converts a date to a readable format in the given time zone |
|
Internationalisation and localisation |
Format a time |
Converts time (eg. from a form submission) to a readable format |
|
Internationalisation and localisation |
Translate |
Translate text to a user's language |
|
Maths |
Calculate |
Calculate basic mathematical operations |
|
Shifts |
Add a shift |
Adds a shift to the specified schedule |
|
Shifts |
Update a shift |
Updates a given field of an existing shift by its ID |
|
Streams |
Create a post |
Creates a post in a given stream, optionally with attachments |
|
Streams |
Delete a post |
Deletes a post from the stream |
|
Streams |
Get post details |
Gets the details of a post |
|
Streams |
Move a post |
Moves a post to a new stream |
|
Streams |
Pin-Unpin a post |
Pins a post to the top of the stream |
|
Streams |
Remove a post |
Removes a post from the stream as a moderation action |
|
Streams |
Report a post |
Reports a post for moderation |
|
Streams |
Restrict a post |
Disables commenting or reactions on a post |
|
Tasks |
Create a task |
Creates a task and assigns it to the specified user |
|
Tasks |
Create a task and wait for completion |
Creates a task and assigns it to the specified user. The workflow waits for the task to be completed before continuing |
|
Tasks |
Create an open task (available to customers on full tasks) |
Creates a task and assigns it to the specified group. |
|
Tasks |
Create an open task and wait for completion (available to customers on full tasks) |
Creates a task and assigns it to the specified group. The workflow waits for the task to be completed before continuing |
|
Tasks |
Delete a task |
Deletes a specific task |
|
Tasks |
Get a task |
Retrieves a specific task with its current status |
|
Tasks |
Send request and branch on approval status |
Assigns users to approve or reject a request and waits for completion before continuing the workflow |
|
Tasks |
Send request and wait for approval |
Assigns users to approve or reject a request and waits for completion before continuing the workflow |
|
Time |
Adjust date |
Adjusts a date to the next or same weekday or month |
|
Time |
Calculate date and time |
Adds specified number of days/hours/minutes to a referenced date field that can be used elsewhere in the workflow |
|
Time |
Calculate date difference |
Calculate the difference between two dates in various time units |
|
Time |
Wait for specific time |
Suspends the workflow for given amount of days/hours/minutes |
|
Time |
Wait until |
Suspends the workflow until a given date and time |
|
Users |
Add a user to a location |
Adds the specified user to the selected user locations |
|
Users |
Create user |
Creates a new user on Beekeeper |
|
Users |
Remove a user from location |
Removes the specified user from selected location |
|
Users |
Retrieve user profile data |
Retrieves the profile data of a specific user to user later in the workflow |
|
Users |
Send login instructions |
Sends instructions for initial login to a new user |
|
Users |
Suspend user |
Suspends or reactivates the user's account |
|
Users |
Update user profile field |
Updates the selected field in the specified user's profile |
We are constantly adding more triggers and actions.
What is coming soon?
- New use cases: birthdays, company anniversaries, workflows triggered on the start date
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