Workflows
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Workflows Slack Integration
Slack and Persona With Persona’s Slack integration, you can automatically send Slack messages directly from Persona’s Workflows product...
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Trigger Event and Step Types in Workflows
Now that you’ve learned how to create a Workflow, let’s take a closer look at all the configuration options available to you when buildin...
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Simulate Workflows
Overview The "Simulate" button allows you to test your Workflow and make sure that data running through the Workflow is following the ex...
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Mark an Inquiry for review using Workflows
No matter how well you configure your Inquiry templates to help with fraud detection, you will inevitably come across high-risk Inquiries...
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Creating Workflows
Create a new Workflow Create a Workflow by going to the Workflows section of your Dashboard, and clicking ‘Create workflow’ on the top ri...
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Workflows overview
About Workflows Workflows allow you to automate manual actions that are triggered by an event and based on a set of if / then conditions....
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Testing and auditing your Workflows
Testing and auditing your Workflows In order to make sure your Workflows operate as expected, users can leverage Rollouts, Output Step, a...
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Custom Code overview
About Custom Code Our 2.0 release introduces a new step that allows users to implement custom JS logic directly within a Workflow. This f...
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Workflows FAQs
What happens if I set up a Workflow with multiple if / then conditions? The Workflow will process each IF / THEN condition sequentially. ...