Use Cases for custom workflows

Printing PDF and sending by email as attachment
With this workflow, emails will be sent to the customers with pdf attachment when the filter condition matches the application's item and the trigger c...
Thu, 13 Apr, 2017 at 4:17 PM
Saving PDF to Google Drive or Dropbox
The PDF files created in Fusionmint can be stored in Dropbox or Google Drive and can be sent as an email attachment from the same workflow at the same time....
Thu, 13 Apr, 2017 at 4:23 PM
Exporting app items as excel
Here we are creating a workflow that will export the app items to your Google Drive or Dropbox account's folder as an excel and along with that schedul...
Thu, 13 Apr, 2017 at 4:18 PM
Adding comment to the app items
If you want to add comments to the app item for any create/ update action performed on the app item then this is what your basic flow configuration should l...
Thu, 13 Apr, 2017 at 4:18 PM
Adding Task to the app items
For adding tasks to the app items automatically for any create/ update or no action performed on the items the following workflow should be created. Thi...
Thu, 13 Apr, 2017 at 4:18 PM
Update item fields
If you want field/ fields to get updated in items for some action you perform then this workflow should be used. Here is the basic workflow that you need to...
Thu, 13 Apr, 2017 at 4:18 PM
Add file to item
If you want to add/attach file to the items of the application through workflow, here is the flow setup to get this working: Step 1: Event Click on &qu...
Thu, 13 Apr, 2017 at 4:18 PM
Update File attached to item
If you want to update the file attached to the item then setup the following flow to get this working: Important: Only the files created using the workf...
Thu, 13 Apr, 2017 at 4:18 PM
Creating new item from workflow
If you want to create a new item in the application with any create/ update action performed on the same or other application then this is what your basic f...
Thu, 13 Apr, 2017 at 4:25 PM