Building flows to run in the background

While most flows will be launched and completed by your team in Sidekick, it's also possible to run flows in the background. This can be useful for handling administrative work, such as updating ticket fields after a certain amount of time or automatically creating a follow-up ticket when conditions are met.

However, since most steptypes are designed to take input from your team, not all steptypes can be run in the background without input. If you want to create a flow to run in the background, you can only use steptypes that can run in the background.

FlowEQ is constantly making more steptypes able to be background-runnable. Below is an updated list of these steptypes.

Zendesk

Add a ticket comment

Add a ticket note

Create a new ticket

Create or update user

Update ticket fields

Run a ticket macro

Salesforce

Add record comment

Update record fields

FlowEQ

Decision tree

Verify customer info

Create universal shipping label

Create Workboard record

Update Workboard record

Delete Workboard record

Link Workboard object