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Generic
Basic step types that can be used with any CRM.
With Zendesk
Rich Text: Instruction Step
Decision: Select a Branch
Verify Customer Info
Shipping Label: Return
Shipping Label: Outbound
Boomerang New Flow: Single
Boomerang New Flow: Dynamic
Mail Letter via USPS
PDF: Create From Template
Launch New Flow
With Salesforce
Rich Text: Instruction Step
Decision: Select a Branch
Verify Customer Info
Shipping Label: Return
Shipping Label: Outbound
Boomerang New Flow: Single
Boomerang New Flow: Dynamic
Mail Letter via USPS
PDF: Create From Template
Launch New Flow
With Freshdesk
Rich Text: Instruction Step
Decision: Select a Branch
Verify Customer Info
Shipping Label: Return
Shipping Label: Outbound
Boomerang New Flow: Single
Boomerang New Flow: Dynamic
Mail Letter via USPS
PDF: Create From Template
Launch New Flow
With Workboard
Rich Text: Instruction Step
Decision: Select a Branch
Verify Customer Info
Shipping Label: Return
Shipping Label: Outbound
Boomerang New Flow: Single
Boomerang New Flow: Dynamic
Workboard: Create Record
Workboard: Delete Record
Workboard: Link Record
Workboard: Update Record
Mail Letter via USPS
PDF: Create From Template
Launch New Flow
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Powerful automation.
Accelerated processes for everyone.
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