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Wiresk’s Workflow Automation Tools are at your disposal to create complex Flows.
List of tools: Copy Link
Simple Condition Check Copy Link
- Details: Evaluates a single condition to determine the next step in the Flow.
- Example: Check if a customer’s order total exceeds $100.
- Use Case: If the order total is greater than $100, apply a discount; otherwise, proceed without a discount.
Switch Condition Check Copy Link
- Details: Similar to a switch-case structure, evaluates multiple conditions and directs the Flow accordingly.
- Example: Assess the type of customer (VIP, Regular, New) and apply corresponding actions.
- Use Case: Direct VIP customers to a priority support queue, offer discounts to regular customers, and provide onboarding to new customers.
Repeat Condition Check Copy Link
- Details: Continuously checks a condition until it is met, allowing the workflow to loop as needed.
- Example: Monitor a task’s status until it is marked as complete.
- Use Case: Automate the follow-up process in a project management tool by repeatedly checking if tasks are completed and sending reminders until they are.
Generate Invoice Document Copy Link
- Details: Automatically creates an invoice based on predefined templates and data from the Flow.
- Example: Generate an invoice for a completed service order.
- Use Case: Automatically send an invoice to customers when a service is marked as complete in your CRM.
Start Subprocesses from Array Copy Link
- Details: Initiates multiple subprocesses based on elements in an array, processing them in parallel.
- Example: Start individual Flows for each item in a customer’s order list.
- Use Case: If a customer orders multiple products, each product triggers its own fulfillment process.
Deduplicate and Treat in Order Copy Link
- Details: Removes duplicates from a dataset and processes the remaining items in a specified sequence.
- Example: Deduplicate a list of email addresses and send emails in the order they were received.
- Use Case: Make sure that a promotional email campaign only sends one email per recipient, ordered by sign-up time.
Deduplicate and Treat Once Copy Link
- Details: Removes duplicates but processes each unique entry only once.
- Example: Deduplicate customer feedback entries, processing each unique feedback only once.
- Use Case: In customer support, make sure that multiple reports of the same issue by the same customer are consolidated into a single ticket.
Parse XML Copy Link
- Details: Extracts and processes data from XML files.
- Example: Parse an XML file containing product information.
- Use Case: Automatically update an inventory system with product details from an XML feed.
Parse CSV Copy Link
- Details: Reads and interprets CSV files for structured data processing.
- Example: Parse a CSV file of customer orders.
- Use Case: Import customer order data into a CRM system for tracking and analysis.
Parse JSON Copy Link
- Details: Extracts and processes data from JSON files.
- Example: Parse a JSON response from an API.
- Use Case: Integrate with a third-party service by extracting relevant data from its JSON API responses.
Flatten Copy Link
- Details: Converts nested data structures into a single, flat structure.
- Example: Flatten a nested JSON object into a simpler key-value structure.
- Use Case: Simplify complex data for easier manipulation or integration with other tools.
Transform Object Copy Link
- Details: Modifies an object’s structure or values based on specified rules.
- Example: Convert currency values in a dataset from USD to EUR.
- Use Case: Automatically adjust financial data according to currency exchange rates before generating reports.
Host File Copy Link
- Details: Stores a file within Wiresk, making it accessible for later steps in the workflow.
- Example: Host a template file for generating customer reports.
- Use Case: Use a stored report template to generate customized reports for each customer interaction.
Render Email Copy Link
- Details: Creates an email based on a template and data inputs, ready for sending.
- Example: Render a thank-you email after a purchase.
- Use Case: Automatically send personalized thank-you emails to customers after their orders are processed.
Render Document Copy Link
- Details: Similar to Render Email, this tool generates documents based on templates.
- Example: Render a contract document for a new client.
- Use Case: Automatically generate contracts or agreements tailored to specific client data and send them for e-signature.
Set Variables Copy Link
- Details: Allows you to define variables that can be used throughout the workflow.
- Example: Set a variable for the current date to use in multiple steps.
- Use Case: Use a date variable to time-stamp all records or documents generated within a workflow.
Repeat Step Copy Link
- Details: Repeats a specific step a set number of times or until a condition is met.
- Example: Send a follow-up email every 7 days until a customer responds.
- Use Case: Automate the follow-up process in sales or support until an action is taken by the customer.
Query Message and Save as Table Copy Link
- Details: Extracts data from a message (such as an email or API response) and saves it as a table.
- Example: Extract and save order details from a confirmation email.
- Use Case: Automatically log order details from emails into a database for tracking and reporting.
Query Message Copy Link
- Details: Retrieves specific information from a message without saving it as a table.
- Example: Extract a verification code from an SMS message.
- Use Case: Use the extracted code for further validation or to trigger the next step in the Flow, such as confirming a user’s identity.