Automatically Complete a People Flow as one of the steps | Voters

Automatically Complete a People Flow as one of the steps

Anna Bandel

We have people flows that do automatic things only, and someone has to manually go in and complete the flow. Would like an option to choose as the last step, 'complete/close' the people flow, so the whole process goes automatically.

February 12, 2020

Anna Bandel

Would like the first step to happen automatically if chosen. We also have items that do not need intervention. Plus would like to be able to schedule the automatic SMS/Email. One other thing would be helpful, on the people flow, the ability to send an email/SMS to someone other than the person that the flow is attached to, for example as a notification to someone else that something is happening. Not just a notification, but an email that states something to do in response to this people flow, but don't want to do as a step.

Sabrina Sherman

Merged in a post:

Add a delay function on form/flow actions

Steven Ruiz

We would like to automate some of the actions of our forms and flows. (i.e. we would like to send an email when someone fills out a visitor form with out having to manually complete a step). If there was a delay or schedule logic, it cna be programmed to have it send say 24hrs after form is submitted.
Mock
Action: Send Email - [name of email] - [immediately, x hrs]
This would help immensely to make the process so much more efficient.

November 21, 2022

Sabrina Sherman

Hey Steven :) 
Thank you for this request. 
This isn't currently something we have on our roadmap, but we do watch trending posts on this platform so if this request is upvoted that helps our team understand what our customers really need and want.
That being said, I'm going to merge this with an existing similar request so that your votes can count together.
If anything progresses I will keep you updated on this post.
Sabrina

John Austin Helm

Yes, yes, and yes.