Setting up

Introduction

FlowEQ Support

Rearranging Steps

Duplicate an existing Flow in Flow Manager

Duplicate Flow

Add visiblity to Flows or automatically launch a Flow

Suggest a Flow

How to use standard variables in any steptype

Standard Variables

Using the Insights (Beta) to review Flow performance and agent activity

Insights (Beta)

How to enable and use the FlowEQ AI Ticket Summary feature in Sidekick for Zendesk

AI Summaries

Setup the EasyPost integration for generating shipping labels

EasyPost Config

EasyPost Configuration

Learn how to leverage Workboard and EasyPost for shipment tracking.

EasyPost Shipment Tracking

Track Shipments with Workboard and EasyPost

Create Workboard View Layouts to customize your Workboard data

Workboard View Layouts

How can I reference Zendesk requester fields in variables?

Zendesk Requester Fields

Reference Zendesk Requester Fields

What domains are required for FlowEQ to function appropriately?

Required Domains

Background Flows

Which steps can run in the background?

Why is the Stripe API being called when no Flows with Stripe have been executed?

Unexpected Stripe API Calls

Try these steps if your Zendesk agents are having issues logging into FlowEQ

Zendesk Login Issues

Decision Tree

Decision: Select a Branch

Rich Text

Rich Text: Instruction Step

How to validate a customer's address, name, and phone number

Verify Customer Info

Perform the initial setup of DCL and FlowEQ

Create Shipping Label

Create Universal Shipping Label

Learn about using FlowEQ to combine multiple PDF files into one

Combine PDFs

PDF: Combine Multiple

Learn about using FlowEQ to generate a PDF document from a template

Create PDF

PDF: Create from Template

Use a dedicated Flow to run another Flow at a later time

Run a Flow Later

Schedule Flow on a Delay

Add Ticket Comment

Zendesk: Add Ticket Comment

Add Ticket Note

Zendesk: Add Ticket Note

Create Ticket

Zendesk: Create New Ticket

Use FlowEQ to create a new Side Conversation in Zendesk

Side Conversation

Zendesk: Create New Side Conversation

How to create or update a user in Zendesk

Create/Update User

Zendesk: Create/Update User

Run Macro

Zendesk: Run Ticket Macro

How to search for a Zendesk Guide article

Search Guide

Zendesk: Search Guide Article

Update Ticket Field

Zendesk: Update Ticket Fields

How to update reqester information in Zendesk

Update Ticket Requester

Zendesk: Update Ticket Requester

How to view a Zendesk Guide article in Sidekick

View Article

Zendesk: View Guide Artcle

Add Case Comment

Salesforce: Add Case Comment

Create Record

Salesforce: Create New Record

How to link records together in Salesforce

Link Records

Salesforce: Link New Record

Send Email

Salesforce: Send Email

How to update multiple records at once in Salesforce

Update Multiple Records

Salesforce: Update Multiple Records

How to update record fields in Salesforce

Update Fields

Salesforce: Update Record Fields

Perform the initial setup of Airtable and FlowEQ

Configuration

Configuring Airtable

Use FloweQ to create a record in Airtable

Airtable: Create Record

Search Records

Airtable: Search Table Records

Steps for setting up the Arena integration in FlowEQ

How to use FlowEQ to update Quality Process steps in Arena

Create Change

Arena: Create Change

Create Quality Process

Arena: Create Quality Process

Update Quality Process

Arena: Update Quality Process

Add a Google row to an existing Google Sheet

Add Row

Google Sheets: Add Row (Advanced)

How to create a Bug, Task, or Story in JIRA

Create Issue

Jira: Create New Issue

Configuring DCL

Create RMA

DCL: Create RMA

Use FloweQ to find an order in DCL by the order number

Search by Order

DCL: Search Orders by Order Number

Use FloweQ to find an order in DCL by the PO number

Search by PO

DCL: Search Orders by PO Number

How to use FlowEQ to add an internal note to a conversation in Kustomer

Add Internal Note

Kustomer: Add Note

How to use FlowEQ to send an email message in Kustomer

Kustomer: Send Email Message

Configure Recurly

Apply Coupon

Recurly: Apply Coupon to Account

Cancel a subscription in Recurly using FLowEQ

Cancel Subscription

Recurly: Cancel Subscription

Find a customer's subscription in Recurly and display it in Sidekick

List Subscriptions

Recurly: List Subscriptions

Refund an invoice for a customer in Recurly

Refund Invoice

Recurly: Refund Invoice

Remove Info

Recurly: Remove Billing from Account

Terminate and optionally refund a subscription for a customer in Recurly

Terminate Subscription

Recurly: Terminate Subscription

Sharepoint Configuration

Use FlowEQ to upload a file into Sharepoint

Upload File

Sharepoint: Upload File

Perform the initial setup of ShipStation and FlowEQ

Configuring ShipStation

Create Order

ShipStation: Create Order

Use FlowEQ to find an order in ShipStation

Search Orders

ShipStation: Search Orders

Use FlowEQ to find a shipment in ShipStation

Search Shipments

ShipStation: Search Shipments

Configure Shopify

Learn about using FlowEQ to cancel and/or refund an order in Shopify

Cancel Order

Shopify Cancel/Refund Order

Learn about using FlowEQ to create an order in Shopify

Shopify Create Order

Learn about using FlowEQ to update an order in Shopify

Update Order

Shopify Update Order

Use FloweQ to send a message into a Slack channel

Post Message

Slack Post New Message

Perform the initial setup of Stripe and FlowEQ

Configuring Stripe

Create an order and invoice in Stripe using FlowEQ

Create Invoice

Create Stripe Invoice

List Charges

Stripe List Customer Charges

Configuring Temporal

Call Endpoint

Temporal: Call Endpoint

Here is some important information about UCC filings within FlowEQ

Start Here

Flow Management

Using FlowEQ

Introduction

Setting up

Get Started

Find Integrations

Start Here

Flow Management

Using FlowEQ

​Setting up

Get Started

Find Integrations

Setting up