# FlowEQ Knowledgebase

## Docs

- [Introduction](https://support.floweq.com/introduction.md): Welcome to the FlowEQ documentation
- [Overview](https://support.floweq.com/docs/gettingstarted/overview.md): Learn a little bit about Flows, steps, and what FlowEQ is about.
- [Build your First Flow](https://support.floweq.com/docs/gettingstarted/first_flow.md): Get your first Flow created, published, and run it in Sidekick.
- [Step Templates](https://support.floweq.com/docs/gettingstarted/step_templates.md): Stop repeating yourself! Use templates to save time and effort when building Flows.
- [Best Practices](https://support.floweq.com/docs/gettingstarted/best_practices.md): Nothing is set in stone, but these are some things we recommend when building Flows.
- [Salesforce](https://support.floweq.com/docs/installing/salesforce.md): Follow these steps to get FlowEQ Sidekick setup in your Salesforce environment.
- [Zendesk](https://support.floweq.com/docs/installing/zendesk.md): Follow these steps to get FlowEQ Sidekick setup in your Zendesk environment.
- [Chrome](https://support.floweq.com/docs/installing/chrome.md): Get the FlowEQ Navigator extension installed in Google Chrome.
- [Firefox](https://support.floweq.com/docs/installing/firefox.md): Get the FlowEQ Navigator extension installed in Mozilla Firefox.
- [Rearranging Steps](https://support.floweq.com/docs/flow_management/rearrange_steps.md): How to rearrange steps in Flow Builder
- [Duplicate Flow](https://support.floweq.com/docs/flow_management/duplicate_flow.md): Duplicate an existing Flow in Flow Manager
- [Suggest a Flow](https://support.floweq.com/docs/flow_management/flow_suggestions.md): Add visiblity to Flows or automatically launch a Flow
- [Flow Visibility](https://support.floweq.com/docs/flow_management/group_assignment.md): Limit Flow access to specific groups of users
- [Standard Variables](https://support.floweq.com/docs/flow_management/standard_variables.md): How to use standard variables in any steptype
- [General](https://support.floweq.com/docs/using_floweq/mc_general.md): Manage company-wide settings
- [Billing](https://support.floweq.com/docs/using_floweq/mc_billing.md): Manage and review FlowEQ billing
- [Usage](https://support.floweq.com/docs/using_floweq/mc_usage.md): View your FlowEQ subscription information and invoices
- [Team ](https://support.floweq.com/docs/using_floweq/mc_team.md): Add new users and set user-level permissions
- [Groups](https://support.floweq.com/docs/using_floweq/mc_groups.md): Add new groups and set group-level permissions
- [Insights (Beta)](https://support.floweq.com/docs/using_floweq/insights.md): Using the Insights (Beta) to review Flow performance and agent activity
- [AI Summaries](https://support.floweq.com/docs/using_floweq/ai_summary.md): How to enable and use the FlowEQ AI Ticket Summary feature in Sidekick for Zendesk
- [Introduction](https://support.floweq.com/kb/knowledgebase.md): Welcome to the FlowEQ Knowledgebase!.
- [Filtering Arena Attachments](https://support.floweq.com/kb/howto/arena_attachment_filtering.md): Advanced examples for filtering which attachments get passed to Arena
- [EasyPost Configuration](https://support.floweq.com/kb/howto/easypost_config.md): Setup the EasyPost integration for generating shipping labels
- [Salesforce Path Variables](https://support.floweq.com/kb/howto/salesforce_path_variables.md): Use FlowEQ to retrieve field data from an object linked to the current Salesforce object
- [Track Shipments with Workboard and EasyPost](https://support.floweq.com/kb/howto/shipment_tracking.md): Learn how to leverage Workboard and EasyPost for shipment tracking.
- [Workboard View Layouts](https://support.floweq.com/kb/howto/workboard_view_layouts.md): Create Workboard View Layouts to customize your Workboard data
- [Reference Zendesk User Fields](https://support.floweq.com/kb/howto/zendesk_user_fields.md): How can I reference Zendesk requester or assignee fields in variables?
- [Required Domains](https://support.floweq.com/kb/questions/required_domains.md): What domains are required for FlowEQ to function appropriately?
- [Which steps can run in the background?](https://support.floweq.com/kb/questions/background_flows.md): Steps that can be run in the background
- [Restore a Deleted Flow](https://support.floweq.com/kb/questions/restore_flow.md): How can I restore a deleted Flow in Flow Builder?
- [FlowEQ Login Issues](https://support.floweq.com/kb/troubleshooting/floweq_login_issues.md): Try these steps if your agents are having issues logging into FlowEQ Sidekick
- [SFDC Generic OAuth Error](https://support.floweq.com/kb/troubleshooting/sfdc_generic_oauth_error.md): Salesforce is showing a "OAUTH_APPROVAL_ERROR_GENERIC" when new users are trying to login to FlowEQ.
- [Unexpected Stripe API Calls](https://support.floweq.com/kb/troubleshooting/unexpected_stripe_api.md): Why is the Stripe API being called when no Flows with Stripe have been executed?
- [Zendesk "This macro is unavailable" Error](https://support.floweq.com/kb/troubleshooting/zendesk_macro_unavailable.md): Why is the Zendesk Run Ticket Macro step showing that a macro is unavailable when run in Sidekick?
- [Introduction](https://support.floweq.com/steps/introduction.md): Welcome to the FlowEQ Step Library!
- [Boomerang Intro](https://support.floweq.com/steps/floweq/floweq_boomerang_intro.md): Learn a bit about Boomerangs and how to use them
- [Boomerang New Flow: Single](https://support.floweq.com/steps/floweq/floweq_boomerang_single.md): Using the Single Boomerang step type
- [Boomerang New Flow: Selected](https://support.floweq.com/steps/floweq/floweq_boomerang_selected.md): Using the Selected Boomerang step type
- [Boomerang New Flow: Dynamic](https://support.floweq.com/steps/floweq/floweq_boomerang_dynamic.md): Using the Dynamic Boomerang step type
- [Launch New Flow Intro](https://support.floweq.com/steps/floweq/floweq_launch_intro.md): Learn about launching a new Flow using the Launch New Flow steptypes
- [Launch New Flow: Single](https://support.floweq.com/steps/floweq/floweq_launch_single.md): Launch into a specific Flow at the end of another Flow
- [Launch New Flow: Selected](https://support.floweq.com/steps/floweq/floweq_launch_selected.md): Learn about having your agents select a Flow to launch into
- [Launch New Flow: Dynamic](https://support.floweq.com/steps/floweq/floweq_launch_dynamic.md): Learn about launching into a dynamic Flow
- [Introduction to Workboard](https://support.floweq.com/steps/floweq/floweq_workboard_intro.md): Learn about Workboard's core concepts and functionality
- [Workboard: Create Record](https://support.floweq.com/steps/floweq/floweq_workboard_create_record.md): Create a new Workboard record inside of FlowEQ
- [Workboard: Delete Record](https://support.floweq.com/steps/floweq/floweq_workboard_delete_record.md): Delete a new Workboard record inside of FlowEQ
- [Workboard: Link Object](https://support.floweq.com/steps/floweq/floweq_workboard_link_object.md): Link an external object to a Workboard record
- [Workboard: Link Records](https://support.floweq.com/steps/floweq/floweq_workboard_link_record.md): Link one Workboard record to another
- [Workboard: Update Record](https://support.floweq.com/steps/floweq/floweq_workboard_update_record.md): Update a Workboard record with new information
- [Decision: Select a Branch](https://support.floweq.com/steps/floweq/floweq_decision.md): How to use a decision
- [Rich Text: Instruction Step](https://support.floweq.com/steps/floweq/floweq_rich_text.md): How use Rich Text to give instructions
- [Verify Customer Info](https://support.floweq.com/steps/floweq/floweq_verify_info.md): How to validate a customer's address, name, and phone number
- [Create Universal Shipping Label](https://support.floweq.com/steps/floweq/floweq_universal_shipping.md): Perform the initial setup of DCL and FlowEQ
- [PDF: Combine Multiple](https://support.floweq.com/steps/floweq/floweq_pdf_combine.md): Learn about using FlowEQ to combine multiple PDF files into one
- [PDF: Create from Template](https://support.floweq.com/steps/floweq/floweq_pdf_template.md): Learn about using FlowEQ to generate a PDF document from a template
- [Schedule Flow on a Delay](https://support.floweq.com/steps/floweq/floweq_schedule_flow.md): Use a dedicated Flow to run another Flow at a later time
- [Zendesk Steps](https://support.floweq.com/steps/zendesk/zendesk_index.md): Overview of the FlowEQ Zendesk integration and available steps
- [Zendesk Company Level Account](https://support.floweq.com/steps/zendesk/zd_company_level.md): Steps that can be run in the background
- [Zendesk: Add Ticket Comment](https://support.floweq.com/steps/zendesk/zd_add_ticket_comment.md): How to add a ticket comment in Zendesk
- [Zendesk: Add Ticket Note](https://support.floweq.com/steps/zendesk/zd_add_ticket_note.md): How to add a ticket note in Zendesk
- [Zendesk: Create New Ticket](https://support.floweq.com/steps/zendesk/zd_create_new_ticket.md): How to create a new ticket in Zendesk
- [Zendesk: Create New Side Conversation](https://support.floweq.com/steps/zendesk/zd_create_side_convo.md): Use FlowEQ to create a new Side Conversation in Zendesk
- [Zendesk: Create/Update User](https://support.floweq.com/steps/zendesk/zd_create_or_update_user.md): How to create or update a user in Zendesk
- [Zendesk: Run Ticket Macro](https://support.floweq.com/steps/zendesk/zd_run_macro.md): How to trigger a macro in Zendesk
- [Zendesk: Search Guide Article](https://support.floweq.com/steps/zendesk/zd_search_guide.md): How to search for a Zendesk Guide article
- [Zendesk: Update Ticket Fields](https://support.floweq.com/steps/zendesk/zd_update_ticket_field.md): How to update ticket fields in Zendesk
- [Zendesk: Update Ticket Requester](https://support.floweq.com/steps/zendesk/zd_update_ticket_requester.md): How to update reqester information in Zendesk
- [Zendesk: View Guide Artcle](https://support.floweq.com/steps/zendesk/zd_view_guide.md): How to view a Zendesk Guide article in Sidekick
- [Salesforce Steps](https://support.floweq.com/steps/salesforce/salesforce_index.md): Overview of the FlowEQ Salesforce integration and available steps
- [Salesforce: Add Case Comment](https://support.floweq.com/steps/salesforce/sfdc_add_case_comment.md): How to add a case comment in Salesforce
- [Salesforce: Create New Chatter Feed Item](https://support.floweq.com/steps/salesforce/sfdc_create_chatter_item.md): How to add a new Chatter post in Salesforce
- [Salesforce: Create New Record](https://support.floweq.com/steps/salesforce/sfdc_create_record.md): How to create a new record in Salesforce
- [Salesforce: Link New Record](https://support.floweq.com/steps/salesforce/sfdc_link_records.md): How to link records together in Salesforce
- [Salesforce: Search Records](https://support.floweq.com/steps/salesforce/sfdc_search_record.md): How to search for and select a record in Salesforce
- [Salesforce: Send Email](https://support.floweq.com/steps/salesforce/sfdc_send_email.md): How to send an email through Salesforce
- [Salesforce: Update Multiple Records](https://support.floweq.com/steps/salesforce/sfdc_update_multiple_records.md): How to update multiple records at once in Salesforce
- [Salesforce: Update Record Fields](https://support.floweq.com/steps/salesforce/sfdc_update_record_fields.md): How to update record fields in Salesforce
- [Airtable Steps](https://support.floweq.com/steps/airtable/airtable_index.md): Overview of the FlowEQ Airtable integration and available steps
- [Configuring Airtable](https://support.floweq.com/steps/airtable/airtable_config.md): Perform the initial setup of Airtable and FlowEQ
- [Airtable: Create Record](https://support.floweq.com/steps/airtable/airtable_create_record.md): Use FloweQ to create a record in Airtable
- [Airtable: Search Table Records](https://support.floweq.com/steps/airtable/airtable_search.md): Use FlowEQ to search records in Airtable
- [Arena Steps](https://support.floweq.com/steps/arena/arena_index.md): Overview of the FlowEQ Arena integration and available steps
- [Configuration](https://support.floweq.com/steps/arena/arena_config.md): Steps for setting up the Arena integration in FlowEQ
- [Arena: Create Quality Process](https://support.floweq.com/steps/arena/arena_create_quality.md): How to create a Quality Process in Arena
- [Arena: Update Quality Process](https://support.floweq.com/steps/arena/arena_update_quality.md): How to use FlowEQ to update Quality Process steps in Arena
- [Arena: Add Affected Object](https://support.floweq.com/steps/arena/arena_add_affected.md): How to add an affected object to a Quality Process in Arena
- [Basecamp Steps](https://support.floweq.com/steps/basecamp/basecamp_index.md): Overview of the FlowEQ Basecamp integration and available steps
- [Configuring Basecamp](https://support.floweq.com/steps/basecamp/basecamp_config.md): Steps for setting up the Basecamp integration in FlowEQ
- [Basecamp: Create To-Do](https://support.floweq.com/steps/basecamp/basecamp_create_todo.md): How to use FlowEQ to create To-Dos in Basecamp
- [Google Sheets Steps](https://support.floweq.com/steps/google_sheets/google_sheets_index.md): Overview of the FlowEQ Google Sheets integration and available steps
- [Google Sheets: Add Row (Advanced)](https://support.floweq.com/steps/google_sheets/google_sheets_add_row.md): Add a Google row to an existing Google Sheet
- [JIRA Steps](https://support.floweq.com/steps/jira/jira_index.md): Overview of the FlowEQ JIRA integration and available steps
- [Configuration](https://support.floweq.com/steps/jira/jira_configuration.md): How to set up the JIRA integration
- [Jira: Create New Issue](https://support.floweq.com/steps/jira/jira_create_issue.md): How to create a Bug, Task, or Story in JIRA
- [DCL Steps](https://support.floweq.com/steps/dcl/dcl_index.md): Overview of the FlowEQ DCL integration and available steps
- [Configuring DCL](https://support.floweq.com/steps/dcl/dcl_config.md): Perform the initial setup of DCL and FlowEQ
- [DCL: Create RMA](https://support.floweq.com/steps/dcl/dcl_create_rma.md): Use FloweQ to create an RMA in DCL
- [DCL: Search Orders by Order Number](https://support.floweq.com/steps/dcl/dcl_search_by_order.md): Use FloweQ to find an order in DCL by the order number
- [DCL: Search Orders by PO Number](https://support.floweq.com/steps/dcl/dcl_search_by_po.md): Use FloweQ to find an order in DCL by the PO number
- [Kustomer Steps](https://support.floweq.com/steps/kustomer/kustomer_index.md): Overview of the FlowEQ Kustomer integration and available steps
- [Configuring Kustomer](https://support.floweq.com/steps/kustomer/kustomer_config.md): Perform the initial setup of Kustomer and FlowEQ
- [Kustomer: Add Note](https://support.floweq.com/steps/kustomer/kustomer_add_note.md): How to use FlowEQ to add an internal note to a conversation in Kustomer
- [Kustomer: Send Email Message](https://support.floweq.com/steps/kustomer/kustomer_send_email.md): How to use FlowEQ to send an email message in Kustomer
- [Recurly Steps](https://support.floweq.com/steps/recurly/recurly_index.md): Overview of the FlowEQ Recurly integration and available steps
- [Configure Recurly](https://support.floweq.com/steps/recurly/recurly_config.md): How to setup the Recurly integration
- [Recurly: Apply Coupon to Account](https://support.floweq.com/steps/recurly/recurly_apply_coupon.md): Apply a coupon to an account in Recurly
- [Recurly: Cancel Subscription](https://support.floweq.com/steps/recurly/recurly_cancel_subscription.md): Cancel a subscription in Recurly using FLowEQ
- [Recurly: Create Line Item](https://support.floweq.com/steps/recurly/recurly_create_line_item.md): Create a new line item for a customer's subscription in Recurly
- [Recurly: List Subscriptions](https://support.floweq.com/steps/recurly/recurly_list_subscription.md): Find a customer's subscription in Recurly and display it in Sidekick
- [Recurly: Refund Invoice](https://support.floweq.com/steps/recurly/recurly_refund_invoice.md): Refund an invoice for a customer in Recurly
- [Recurly: Remove Billing from Account](https://support.floweq.com/steps/recurly/recurly_remove_billing.md): Refund an invoice for a customer in Recurly
- [Recurly: Terminate Subscription](https://support.floweq.com/steps/recurly/recurly_terminate_subscription.md): Terminate and optionally refund a subscription for a customer in Recurly
- [SharePoint Steps](https://support.floweq.com/steps/sharepoint/sharepoint_index.md): Overview of the FlowEQ SharePoint integration and available steps
- [Sharepoint Configuration](https://support.floweq.com/steps/sharepoint/sharepoint_config.md): How can I reference Zendesk requester fields in variables?
- [Sharepoint: Upload File](https://support.floweq.com/steps/sharepoint/sharepoint_upload_file.md): Use FlowEQ to upload a file into Sharepoint
- [ShipStation Steps](https://support.floweq.com/steps/shipstation/shipstation_index.md): Overview of the FlowEQ ShipStation integration and available steps
- [Configuring ShipStation](https://support.floweq.com/steps/shipstation/shipstation_config.md): Perform the initial setup of ShipStation and FlowEQ
- [ShipStation: Create Order](https://support.floweq.com/steps/shipstation/shipstation_create_order.md): How to create an order in ShipStation
- [ShipStation: Search Orders](https://support.floweq.com/steps/shipstation/shipstation_search_orders.md): Use FlowEQ to find an order in ShipStation
- [ShipStation: Search Shipments](https://support.floweq.com/steps/shipstation/shipstation_search_shipments.md): Use FlowEQ to find a shipment in ShipStation
- [Shopify Steps](https://support.floweq.com/steps/shopify/shopify_index.md): Overview of the FlowEQ Shopify integration and available steps
- [Configure Shopify](https://support.floweq.com/steps/shopify/shopify_config.md): How to setup the Shopify integration
- [Shopify Cancel/Refund Order](https://support.floweq.com/steps/shopify/shopify_cancel_order.md): Learn about using FlowEQ to cancel and/or refund an order in Shopify
- [Shopify Create Order](https://support.floweq.com/steps/shopify/shopify_create_order.md): Learn about using FlowEQ to create an order in Shopify
- [Shopify Update Order](https://support.floweq.com/steps/shopify/shopify_update_order.md): Learn about using FlowEQ to update an order in Shopify
- [Slack Steps](https://support.floweq.com/steps/slack/slack_index.md): Overview of the FlowEQ Slack integration and available steps
- [Slack Post New Message](https://support.floweq.com/steps/slack/slack_post_message.md): Use FloweQ to send a message into a Slack channel
- [Stripe Steps](https://support.floweq.com/steps/stripe/stripe_index.md): Overview of the FlowEQ Stripe integration and available steps
- [Configuring Stripe](https://support.floweq.com/steps/stripe/stripe_config.md): Perform the initial setup of Stripe and FlowEQ
- [Create Stripe Invoice](https://support.floweq.com/steps/stripe/stripe_create_invoice.md): Create an order and invoice in Stripe using FlowEQ
- [Stripe List Customer Charges](https://support.floweq.com/steps/stripe/stripe_list_charges.md): Use FlowEQ to list charges from Stripe
- [Temporal Steps](https://support.floweq.com/steps/temporal/temporal_index.md): Overview of the FlowEQ Temporal integration and available steps
- [Configuring Temporal](https://support.floweq.com/steps/temporal/temporal_config.md): Get Temporarl setup in FlowEQ
- [Temporal: Call Endpoint](https://support.floweq.com/steps/temporal/temporal_call_endpoint.md): Use FlowEQ to call a Temporal endpoint
- [UCC Steps](https://support.floweq.com/steps/ucc/ucc_index.md): Overview of the FlowEQ UCC filing integration and available steps
- [Important UCC Notes](https://support.floweq.com/steps/ucc/ucc_info.md): Here is some important information about UCC filings within FlowEQ
- [UCC: Create a Filing](https://support.floweq.com/steps/ucc/ucc_create_filing.md): Create a UCC filing via FlowEQ
- [UCC: Download a Filing](https://support.floweq.com/steps/ucc/ucc_download_filing.md): Download a UCC filing via FlowEQ
- [UCC: Upload a Filing](https://support.floweq.com/steps/ucc/ucc_upload_filing.md): Upload a UCC filing via FlowEQ
- [WooCommerce Steps](https://support.floweq.com/steps/woocommerce/woocommerce_index.md): Overview of the FlowEQ WooCommerce integration and available steps
- [Configuring WooCommerce](https://support.floweq.com/steps/woocommerce/woo_config.md): Perform the initial setup of WooCommerce and FlowEQ
- [WooCommerce: Find Customer Orders](https://support.floweq.com/steps/woocommerce/woo_search_order.md): Learn about using FlowEQ to find customer orders in WooCommerce
- [Product Updates](https://support.floweq.com/updates.md): Product Updates and announcements
- [Introduction](https://support.floweq.com/api/introduction.md): Get Lob Checks, manage connections, get events, and manage Workboard Records
- [List Events](https://support.floweq.com/api/legacy-reference/events/list-events.md): Retrieve a list of events matching the criteria set by the query parameter. If no query parameters are set, all events affiliated with the company ID in the JWT authorization token will match the criteria.
- [List Records](https://support.floweq.com/api/legacy-reference/records/list-records.md): Retrieve a list of records matching the criteria set by the query parameter.
- [Create Record](https://support.floweq.com/api/legacy-reference/records/create-record.md): Create a new workboard record of the given custom record type.
- [Retrieve a Record](https://support.floweq.com/api/legacy-reference/records/retrieve-a-record.md): Retrieve a Workboard record with the specified record ID.
- [Update a Record](https://support.floweq.com/api/legacy-reference/records/update-a-record.md): Update a specific Workboard record with the specified record ID.
- [Generate a Temporary Token](https://support.floweq.com/api/legacy-reference/records/generate-a-temporary-token.md): Create a temporary access token that may be used to update a single Workboard record.
- [Generate a Temporary Token (deprecated alias)](https://support.floweq.com/api/legacy-reference/records/generate-a-temporary-token-deprecated-alias.md): Alias for POST /api/v1/records/{record}/tokens. Use that endpoint instead.
- [Run a Step](https://support.floweq.com/api/legacy-reference/records/run-a-step.md): Run a specific FlowEQ step against a specific Workboard record.
- [List Events](https://support.floweq.com/api/lambda-reference/events/list-events.md): Retrieve a list of events matching the criteria set by the query parameter. If no query parameters are set, all events affiliated with the company ID in the JWT authorization token will match the criteria.
- [Retrieve a Record](https://support.floweq.com/api/lambda-reference/records/retrieve-a-record.md): Retrieve a Workboard record with the specified record ID.

## OpenAPI Specs

- [openapi_legacy](https://support.floweq.com/api/openapi_legacy.json)
- [openapi_lambda](https://support.floweq.com/api/openapi_lambda.json)