Skip to main content
Skip table of contents

iWorkflow

Overview

iWorkflow allows you to link together actions, initiated by a trigger. Triggers can be activated manually via iWorkflow, scheduled to activate at a specific time, or activated via webhook. Actions can include running an iDMS iUpdate, Inserting an Activity, and many more, including iTransfer related actions.

Learning about iWorkflow

  • Workflow Concepts - Learn more about what a workflow is, how actions can be sequenced, and how template syntax is.

  • Inspiration Library - Learn about a variety of unique and innovative use cases for iWorkflow.

Using iWorkflow

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.