Multi-service business platform system having custom workflow actions systems and methods
The disclosure is directed to various ways of improving the functioning of computer systems, information networks, data stores, search engine systems and methods, and other advantages. Among other things, provided herein are methods, systems, components, processes, modules, blocks, circuits, sub-systems, articles, and other elements (collectively referred to in some cases as the “platform” or the “system”) that collectively enable, in one or more datastores and systems. A system and method (e.g., a custom workflow actions system and related processes) for creating and using a custom action (e.g., custom code action). The custom code action may be created and added to a workflow. The workflow may be executed based on the occurrence of one or more events such that the new custom code action may be triggered as part of the workflow (e.g., resulting in an occurrence of a customized action corresponding with a custom instruction code).
1. A computer-implemented method, comprising:
creating a new workflow associated with one or more events;
creating a new custom code action that is added to the new workflow based upon user input through a custom workflow actions system, wherein the new custom code action is defined as an action name, action inputs, input options defining a set of valid values for the action inputs, and an action web address;
receiving, through a code editor related to one or more actions in the new workflow, a custom instruction code for a customized action associated with the new custom code action;
enrolling an object, within a customer relationship management (CRM) system, into the new workflow as an enrolled object;
executing the new workflow based on an occurrence of the one or more events to trigger the new custom code action to execute the custom instruction code that:
sends a request to the action web address when the custom workflow actions system executes the new workflow, wherein the request specifies a user for which the customized action is being performed on behalf of and values to enter for the action inputs; and
triggers, based upon the request, the customized action against the enrolled object, wherein an input field for the new workflow is populated with a value pulled from a property on the enrolled object, wherein the property of the enrolled object is designated for workflows.
2. The method of claim 1 , further comprising the custom workflow actions system for controlling, configuring, and executing the new workflow in a platform, wherein the custom workflow actions system utilizes an automation application programming interface (API) to provide at least one of a “Get” functionality, a “Post” functionality, a “Put” functionality, or a “Delete” functionality with respect to the new workflow.
3. The method of claim 1 , further comprising defining the new custom code action with at least one input and the action web address such that when the new custom code action is triggered, at least one request is sent to the action web address with a payload.
4. The method of claim 1 , further comprising defining the new custom code action with workflow-related information for the new workflow, a preferred request format for requests received, the action name, and at least one action input.
5. The method of claim 1 , comprising:
passing the enrolled object from the customized action to a next action within the new workflow.
6. The method of claim 1 , further comprising determining a success of the new custom code action being triggered by examining a status code returned that indicates at least one of: an action completed successfully, an action failed, or a temporary problem with service.
7. The method of claim 1 , wherein the one or more events are defined as a change in a platform such that the platform provides one or more actions including at least one of configuring or setting properties, sending emails, sending notifications, or calling one or more web addresses based, at least partially, on the change in the platform.
8. The method of claim 1 , comprising:
unenrolling the enrolled object from the new workflow.
9. The method of claim 8 , wherein the new custom code action includes a function that when executed allows for a platform to operate on data that is associated with the new workflow, and wherein the data relates to enrollment of one or more objects, and wherein the one or more objects include at least one of a core object or a custom object such that object-related data is available for operation when the new workflow is executed.
10. The method of claim 1 , wherein the new custom code action provides at least one of: a process for keeping user data organized by reformatting data or a process for driving other processes.
11. The method of claim 1 , wherein the new custom code action provides at least one of: data cleanup, data formatting and reformatting, advanced lead rotation, service level agreement (SLA) management, verification of customer data inputs based on an external service, or advanced customer onboarding automation.
12. A computer-implemented method for creating and using a custom action, the method comprising:
opening a previously created workflow associated with one or more events;
selecting a custom code action from a list of actions;
creating a new custom code action that is added to the previously created workflow based upon user input through a custom workflow actions system, wherein the new custom code action is defined as an action name, action inputs, input options defining a set of valid values for the action inputs, and an action web address;
receiving, through a code editor related to one or more actions in the previously created workflow, a custom instruction code for a customized action associated with the new custom code action;
enrolling an object, within a customer relationship management (CRM) system, into the previously created workflow as an enrolled object;
executing the previously created workflow based on an occurrence of the one or more events to trigger the new custom code action to execute the custom instruction code:
sends a request to the action web address when the custom workflow actions system executes the previously created workflow, wherein the request specifies a user for which the customized action is being performed on behalf of and values to enter for the action inputs; and
triggers, based upon the request, the customized action against the enrolled object, wherein an input field for the previously created workflow is populated with a value pulled from a property on the enrolled object, wherein the property of the enrolled object is designated for workflows.
13. The method of claim 12 , further comprising the custom workflow actions system for controlling, configuring, and executing the previously created workflow in a platform, wherein the custom workflow actions system utilizes an automation application programming interface (API) to provide at least one of a “Get” functionality, a “Post” functionality, a “Put” functionality, or a “Delete” functionality with respect to the previously created workflow.
14. The method of claim 12 , further comprising defining the new custom code action with workflow-related information for the previously created workflow, a preferred request format for requests received, the action name, and at least one action input.
15. The method of claim 12 , further comprising determining a success of the new custom code action being triggered by examining a status code returned that indicates at least one of: an action completed successfully, an action failed, or a temporary problem with service.
16. The method of claim 12 , wherein the one or more events are defined as a change in a platform such that the platform provides one or more actions including at least one of configuring or setting properties, sending emails, sending notifications, or calling one or more web addresses based, at least partially, on the change in the platform.
17. The method of claim 12 , wherein the new custom code action includes a function that when executed allows for a platform to operate on data that is associated with the previously created workflow.
18. The method of claim 17 , wherein the data relates to enrollment of one or more objects, and wherein the one or more objects include at least one of a core object or a custom object such that object-related data is available for operation when the previously created workflow is executed.
19. The method of claim 12 , wherein the new custom code action provides at least one of: a process for keeping user data organized by reformatting data, a process for driving other processes, a data cleanup process, data formatting and reformatting processes, an advanced lead rotation process, a service level agreement (SLA) management process, a verification process of customer data inputs based on an external service, or an advanced customer onboarding automation process.
20. A non-transitory computer readable storage medium having a plurality of instructions stored thereon which, when executed across one or more processors, causes at least a portion of the one or more processors to perform operations comprising:
creating a new workflow associated with one or more events;
creating a new custom code action that is added to the new workflow based upon user input through a custom workflow actions system, wherein the new custom code action is defined as an action name, action inputs, input options defining a set of valid values for the action inputs, and an action web address;
receiving, through a code editor related to one or more actions in the new workflow, a custom instruction code for a customized action associated with the new custom code action;
enrolling an object, within a customer relationship management (CRM) system, into the new workflow as an enrolled object;
executing the new workflow based on an occurrence of the one or more events to trigger the new custom code action to execute the custom instruction code that;
sends a request to the action web address when the custom workflow actions system executes the new workflow, wherein the request specifies a user for which the customized action is being performed on behalf of and values to enter for the action inputs; and
triggers, based upon the request, the customized action against the enrolled object, wherein an input field for the new workflow is populated with a value pulled from a property on the enrolled object, wherein the property of the enrolled object is designated for workflows.
21. The computer readable storage medium of claim 20 , wherein the new custom code action provides at least one of: a process for keeping user data organized by reformatting data, a process for driving other processes, a data cleanup process, data formatting and reformatting processes, an advanced lead rotation process, a service level agreement (SLA) management process, a verification process of customer data inputs based on an external service, or an advanced customer onboarding automation process.