Which steps can 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.

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Zendesk

Add a ticket comment Add a ticket note Create a new ticket Create or update user Update ticket fields Run a ticket macro

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Salesforce

Add case comment Update record fields

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FlowEQ

Decision tree Verify customer info Create universal shipping label Create Workboard record Update Workboard record Delete Workboard record Link Workboard object