Workflows

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by banter
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Workflows are business rules/processes that are activated when a designated trigger event occurs.

Creating a Workflow

  • Login to banterOne
  • Click on Developer Options
  • Click on ‘Workflows’ from the backend menu
  • Click on the ‘Add Workflow' button
  • On the Workflows screen Click on the ‘Info’ segment to start the process
  • Enter the Name and Description of the Workflow, click on the ‘Is Active’ checkbox to activate Workflow immediately, and Click ‘Next’
  • Select the trigger to initiate the workflow
      • There are 3 types of possible triggers
          1. ‘When a Message is received’
          2. ‘When a Message is sent’
          3. ‘Triggers’
  • From the ‘Action’ screen select from the option of ‘Webhook’ or ‘Flow Builder’

For Webhook

  • Click on ‘Add Webhook’ 
  • On the pop up update the URL 
  • Select the source field from the drop-down and once selected click on the ‘Add’ button next to the source field
  • Click on ‘Save’ to confirm the webhook
  • Click on ‘Save’ 
  • Click on ‘Save’ on the Workflows builder screen

For Flow Builder 

  • The flow builder option for workflows will be based on the selected trigger
  • In the case of selecting ‘When a Message is Received’ the following widget actions are available to use.

Users can access two default triggers in workflows:

  1. When a message is sent
  2. When a message is received

The rest come via trigger links, which are established depending on the needs of the user.

It has a flow builder as well as a webhook API. In Flow Builder, the user has the same options as in BLS, but in Webhook API, they must specify an HTTP API and input.

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