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Celonis Product Documentation

Action Flow - Configuration changes

The Automation Skills necessary to use the app are available out of the box, however they will need several small updates to ensure they have the correct permissions and targets for your Celonis instance. Some of these steps can be performed using the instructions below:

Common Action Flows:

  1. Write Transaction Activity:

    1. Step 1: Add Webhooks (1):

      image10.png

    2. Step 2: Create CSV (19):

      1. Click on CSV (19).

      2. Click the Add button.

        image117.png

      3. Enter the name (CSV structure for note) in the udts.name field.

        image29.png

      4. Click the Add item button.

        image21.png

      5. Enter the name from the table below in the Name field and then select the type:

        Note

        Add all items in the specification one-by-one.

        Name

        Type

        CASE_ID

        text

        EVENTTIME

        Date

        UTILITY

        text

        _SORTING

        Number

        USER_NAME

        text

        NOTE

        text

        NOTE_ID

        text

      6. Click the Save button.

      7. Click the Ok button.

    3. Step 3: Tools (20):

      1. Click on Tools (20).

        image61.png

      2. Enter the Poolid in the item 1 field:

        image130.jpg

      3. Enter the env in the item 2 field:

        image144.jpg

      4. Enter the Team Domain Name in the item 3 field.

        image98.jpg

      5. Enter the app key in the item 4 field.

      6. Click the OK button.

    4. Step 4: Define Job Setting (21):

      1. Click the Add button.

        image116.png

      2. Enter the Name (Define Job Setting) in the udts.name field.

        image22.png

      3. Click the Generate button.

        image44.png

      4. Enter the JSON statement below in the datastores.generator.sample_data field.

        {
"type":"",
"fileType":"",
"dataPoolId":"",
"targetName":"",
"csvParsingOptions":{
"charSet":"",
"lineEnding":"",
"dateFormat":""
},
"upsertStrategy":"",
"tableSchema":{
    "tableName":"",
        "columns":[{
            "columnName":"",
            "columnType":"",
"fieldLength":0
}]
}
}

      5. Click the Common.generator button.

      6. Click the Save button.

      7. Click the OK button.

    5. Step 5: CSV (12):

      1. Click on CSV (12).

        image66.png

      2. Click the Add button.

      3. Enter the name (CSV structure for activity) in the udts.name field.

        image29.png

      4. Click the Generate button.

      5. Enter the name from the table below in the Name field and select the type.

        Note

        Add all items in the specification one-by-one.

        Name

        Type

        CASE_ID

        text

        EVENTTIME

        Date

        ACTIVITY_EN

        text

        _SORTING

        Number

        USER_NAME

        text

        NOTE

        text

      6. Click the Save button.

      7. Click the OK button.

    6. Step 6: Tools (7):

      1. Click on Tools (7).

        Note

        Need to change configuration according to Step 3: Tools (20).

        image151.png

    7. Step 7: Define Job Setting (13):

      1. Click on Define Job Setting (13).

      2. Select “Define Job Setting” in the Data structure field.

        image92.png

      3. Click the OK button.

    8. Step 8: Save the action flow:

  1. Write Account Activity:

    1. Step 1: Add Webhooks (1):

      image101.png

    2. Step 2: Create CSV (19):

      1. Click on the CSV (19).

      2. Select “CSV structure” for note in the Data structure.

        image134.png

      3. Click the OK button.

    3. Step 4: Tools (20):

      1. Click on Tools (20).

        Note

        Need to change configuration according to the step (Write Transaction Activity (Step 3: Tools (20):)).

        image61.png

      2. Click the OK button.

    4. Step 5: Define Job Setting (21):

      1. Click on the Define Job Setting (21).

      2. Select “Define Job Setting: in the Data structure field.

        image73.png

      3. Click the OK button.

    5. Step 6: CSV (12)

      1. Click on the CSV (12).

      2. Select “CVS structure for the activity” in the Data structure field.

        image124.png

      3. Click the OK button.

    6. Step 7: Tools (20):

      1. Click on Tools (20).

        Note

        Need to change configuration according to the step (Write Transaction Activity (Step 3: Tools(20):)).

      2. Click the OK button.

        image61.png

    7. Step 8: Define Job Setting (13)

      1. Click on the Define Job Setting (13).

      2. Select “Define Job Setting” in the Data structure field.

        image155.png

      3. Click the OK button.

    8. Step 9: Save action flow.

  1. Update Invoice Augmented Attribute:

    1. Step 1: Add Webhooks (1):

      image23.png

    2. Step 2: Tools (36):

      1. Click on Tools (36).

        image45.png

      2. Enter the “KM Key” (copy the KM key and paste in the Variable Value field).

        image68.png

      3. Enter the AF key (copy the AF key and paste in the Variable Value field).

        image40.png

      4. Enter the App key.

      5. Click the OK button.

    3. Step 3: JSON for last action and last touched (32):

      1. Click on the JSON for last action and last touched (32).

      2. Click the Add button.

        image123.png

      3. Enter the Name (JSON for update augmented) in the udts.name field.

      4. Click the Generate button.

        image22.png

      5. Enter the Json statement below in the datastores.generator.sample_data field.

        {
"updateRequests":[{
"requestId":"",
"requestedBy":"",
"skillKey":"",
"augmentedAttributeValue":{
"knowledgeModelKey":"",
"recordMetadataId":"",
"augmentedAttributeId":"",
"recordId":"",
"value":""
}
}]
}

      6. Click the Common.generator button.

      7. Click the Save button.

      8. Click the OK button.

    4. Step 4: JSON for latest note and latest note date (41):

      1. Click on the JSON for latest note and latest note date (41).

      2. Select “JSON for update augmented” in the Data structure field.

        image3.png

      3. Click the OK button.

    5. Step 5: JSON (59):

      1. Click on JSON (59).

      2. Click the Add button.

        image123.png

      3. Enter the Name (Webhook Response) in the udts.name field.

      4. Click the Generate button.

        image22.png

      1. Enter the JSON statement in the datastores.generator.sample_data field

        Note

        Select "boolean type" for success.

        {
"data":"",
"success":0
}

      2. Click the Common.generator button.

      3. Click the Save button.

      4. Click the OK button.

    6. Step 6: Save the action flow.

  1. Update Account Augmented Attribute:

    1. Step 1: Add Webhooks (1):

      image46.png

    2. Step 2: Tools (36):

      1. Click on Tools (36).

        image45.png

      2. Enter the KM Key (copy the KMkey and paste in the Variable Value field).

        image68.png

      3. Enter the AF key (copy the AF key and paste in the Variable Value field).

        image137.png

      4. Enter the App key.

      5. Click the OK button.

    3. Step 3: JSON for last action and last touched (32):

      1. Click on the JSON for last action and last touched (32).

      2. Select “JSON for update augmented” in the Data structure field.

        image3.png

      3. Click the OK button.

    4. Step 4: JSON for latest note and latest note date (62):

      1. Click on the JSON for latest note and latest note date (62).

      2. Select “JSON for update augmented” in the Data structure field.

        image3.png

      3. Click the OK button.

    5. Step 5: JSON (59):

      1. Click on the JSON (59).

      2. Select “Webhook Response” in the Data structure field.

        image145.png

      3. Click the OK button.

    6. Step 6: Save the action flow.

Invoice Action Flows

  1. Contact Customer:

    1. Step 1: Add Webhooks (1):

      image27.png

    2. Step 2: Set variables (34):

      1. Click on the set variables (34).

        image6.png

      2. Enter the Team domain name in item 1 field.

      3. Enter the env name in item 2 field.

      4. Enter the App key in item 3 field.

      5. Enter the update account augmented URL in the item 4 field (Open update account augmented attribute action flow Copy webhooks URL and paste ).

        image15.png
        image121.png

      6. Enter write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Enter update invoice augmented URL in the item 6 field (Open update invoice augmented action flow, copy webhooks URL and paste).

      8. Enter write invoice activity URL in item 7 field (Open write invoice activity action flow Copy webhooks URL and paste).

      9. Enter the analysisId in item 8 field.

        image96.jpg

      10. Click the OK button.

    3. Step 3: Prepare data list for account (35):

      1. Click on Prepare data list for account (35).

      2. Click the Add button.

        image64.png

      3. Enter the name (Prepare Data List) in the udts.name field.

        image65.png

      4. Click the Add item button.

        image53.png

      5. Enter the Name from the table below in the Name field and select the type.

        Note

        Add all items in the specification one-by-one.

        Name

        Type

        Data

        Array(Select Collection type)

        Name

        Type

        CASE_ID

        text

      6. Click the Save button.

      7. Click the Ok button.

    4. Step 4: Prepare HTTP body for account (36):

      1. Click on the Prepare HTTP body for account (36).

        image133.png

      2. Enter the name (Prepare HTTP body for account) in the udts.name field.

      3. Click the Generate button.

        image22.png

      4. Enter the JSON statement below in the datastores.generator.sample_data field.

        Note

        Select “boolean type” for insertNote and select “number type” for sorting.

        {
"data":"",
"noteId":"",
"note":"",
"sorting":0,
"actionName":"",
"userName":"",
"currentTimeStamp":"",
"insertNote":0
}

      5. Click the Common.generator button.

      6. Click the Save button.

      7. Click the OK button.

    5. Step 5: Prepare Data list for invoice (40):

      1. Click on the Prepare Data list for invoice (40).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Prepare HTTP body for invoice (41):

      1. Click on Prepare HTTP body for invoice (41).

        image140.png

      2. Enter the name (“Prepare HTTP body for invoice”) in the udts.name field.

      3. Click the Generate button.

        image22.png

      4. Enter the JSON statement below in the datastores.generator.sample_data field.

        Note

        Select “boolean type” for insertNote and select “number type” for sorting.

        {
"data":"",
"noteId":"",
"note":"",
"sorting":0,
"actionName":"",
"userName":"",
"currentTimeStamp":"",
"insertNote":0
}

      5. Click the Common.generator button.

      6. Click the Save button.

      7. Click the OK button.

    7. Step 7: Send email to customer (33):

      1. Click on Send email to customer (33).

      2. Click the Add button.

      3. Set connection type.

        image36.png

      4. Click the Save button.

      5. Click the OK button.

    8. Step 8: Create follow up task (20):

      1. Click on the Create follow up task (20).

      2. Select a Connection.

      3. Select a Package and Skill.

        image88.png

      4. Click the OK button.

    9. Step 9: JSON (27):

      1. Click on JSON (27).

        image43.png

      2. Enter the name (Contact customer excel) in the udts.name field.

      3. Click the Generate button.

        image22.png

      4. Enter the Json statement below in the datastores.generator.sample_data field.

        Note

        Select “number” for computationId and select “boolean” for isTransient.

        {
"exportType": "EXCEL",
"dataCommandRequest": {
"request": {
"commands": [{
"computationId":
0,
"isTransient":
false,
"queries": [""]
}],
"cubeId": ""
},
"variables": [{
"name": "",
"type": "",
"value": ""
}]
}
}

        For more details please refer to Export Excel using Analysis.pdf.

      5. Click the Common.generator button.

      6. Click the Save button.

      7. Click the OK button.

    10. Step 10: Save the action flow.

  2. Promise To Pay:

    1. Step 1: Add Webhooks (1):

      image146.png

    2. Step 2: Set variables (29):

      1. Click on set variables (29)

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update account augmented URL in the item 4 field (Open update account augmented attribute action flow, copy webhooks URL and paste).

      6. Enter the write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Enter the update invoice augmented URL in the item 6 field (Open update invoice augmented action flow, copy webhooks URL and paste).

      8. Enter the write invoice activity URL in the item 7 field (Open write invoice activity action flow, copy webhooks URL and paste).

      9. Enter the AF key in the item 8 field.

        image57.png

      10. Enter the KM key in the item 9 field.

      11. Click the OK button.

    3. Step 3: Prepare data list for account (30):

      1. Click on Prepare data list for account (30).

        image114.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare HTTP body for account (31):

      1. Click on the Prepare HTTP body for account (31).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    5. Step 5: JSON for update augmented (35):

      1. Click on JSON for update augmented (35).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Follow Up Task (13):

      1. Click on Follow up Task (13).

        image48.png

      2. Select a Package.

      3. Select “Create follow up task” in the Skill field.

      4. Click the OK button.

    7. Step 7: Prepare Data list for invoice (40):

      1. Click on Prepare Data list for invoice (40).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    8. Step 8: Prepare HTTP body for invoice (41):

      1. Click on Prepare HTTP body for invoice (41).

        image13.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click the OK button.

    9. Step 9: Notify Customer (21):

      1. Click on Send Notify Customer (33).

      2. Click the Add button.

      3. Set the Connection type.

        image36.png

      4. Click the Save button.

      5. Click the OK button.

    10. Step 10: Save the action flow.

  3. Invoice Snooze:

    1. Step 1: Add Webhooks (1):

      image1.png

    2. Step 2: Set variables (46):

      1. Click on Set variables (46).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update invoice augmented URL in the item 4 field (Open update invoice augmented action flow, copy webhooks URL and paste).

      6. Enter the write invoice activity URL in the item 5 field (Open write invoice activity action flow, copy webhooks URL and paste).

      7. Enter the AF key in the item 6 field.

        image141.png

      8. Enter the KM key in the item 7 field.

      9. Click the OK button.

    3. Step 3: Prepare Data list for invoice (33):

      1. Click on Prepare Data list for invoice (33).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare HTTP body for invoice (45):

      1. Click on Prepare HTTP body for invoice (45).

        image13.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click on the OK button.

    5. Step 5: JSON for update augmented (51):

      1. Click on JSON for update augmented (51).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Save the action flow.

  4. Invoice Notes:

    1. Step 1: Add Webhooks (1):

      image79.png

    2. Step 2: Tools (13):

      1. Click on the Tools (13).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter update invoice augmented URL in the item 4 field (Open update invoice augmented action flow, copy webhooks URL and paste).

      6. Enter the write invoice activity URL in the item 5 field (Open write invoice activity action flow, copy webhooks URL and paste).

      7. Click on the OK button.

    3. Step 3: Prepare Data list for invoice (14):

      1. Click on Prepare Data list for invoice (14).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare HTTP body for invoice (15):

      1. Click on Prepare HTTP body for invoice (15).

        image13.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Save the action flow.

  5. Broken Promise To Pay Activity:

    1. Step 1: Tools (12):

      1. Click on Tools (12).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update invoice augmented URL in the item 4 field (Open update invoice augmented action flow, copy webhooks URL and paste).

      6. Enter the write invoice activity URL in the item 5 field (Open write invoice activity action flow, copy webhooks URL and paste).

      7. Enter the AF key in the item 6 field.

        image82.png

      8. Enter the KM key in the item 7 field.

      9. Click the OK button.

    2. Step 2: Get All Promised invoice (26):

      1. Click on Get All Promised invoice (26).

        image14.png

      2. Select a Connection.

      3. Select a Data Pool.

      4. Select the Data Model.

      5. Click the OK button.

    3. Step 3: Get All Promised invoice (1):

      1. Click on Get All Promised invoice (1).

        image14.png

      2. Select a Connection.

      3. Select a Data Pool.

      4. Select the Data Model.

      5. Click the OK button.

    4. Step 4: Prepare data list (14):

      1. Click on Prepare data list (14).

        image37.png

      2. Click the Add button.

      3. Enter the name (Prepare Data List For Broken Promise) in the udts.name field.

        image65.png

      4. Click the Add item button.

        image53.png

      5. Enter the name from the table below in the Name field and select the corresponding type.

        Note

        Add all items in the specification one by one.

        Name

        Type

        Data

        Array(Select Collection type)

        Name

        Type

        CASE_ID

        text

        PROMISE_AMOUNT

        Number

      6. Click the Save button.

      7. Click the OK button.

    5. Step 5: JSON (28):

      1. Click on JSON (28).

      2. Click the Add button.

        image94.png

      3. Enter the name (Get promise amount) in the udts.name field.

      4. Click the Add item button.

        image65.png

      5. Enter the name from the table below in the Name field and select the corresponding type.

        Name

        Type

        amount

        Array

        Type

        Default

        Number

      6. Click the Save button.

      7. Click the OK button.

    6. Step 6: JSON (17):

      1. Click on JSON (17).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    7. Step 7: JSON (21):

      1. Click on JSON (21).

        image13.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click the OK button.

    8. Step 8: Save the action flow.

  6. Remove Invoice Snooze:

    1. Step 1: Tools (12):

      1. Click on Tools (12).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the write invoice activity URL in the item 4 field (Open write invoice activity action flow, copy webhooks URL and paste).

      6. Enter the AF key in the item 5 field.

        image28.png

      7. Enter the KM key in the item 6 field.

      8. Click the OK button.

    2. Step 2: Get Invoice With Snooze Reminder Date (1):

      1. Click on Get Invoice With Snooze Reminder Date (1).

        image14.png

      2. Select a Connection.

      3. Select a Data pool.

      4. Select the Data model.

      5. Click the OK button.

    3. Step 3: JSON (14):

      1. Click on JSON (14).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: JSON (17):

      1. Click on JSON (17).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    5. Step 5: JSON (21):

      1. Click on JSON (21).

        image13.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Save the action flow.

  7. Invoice Snooze Remove:

    1. Step 1: Add Webhooks (12):

      image135.png

    2. Step 2: Set variable (15):

      1. Click on Set variable (15).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update invoice augmented URL in the item 4 field (Open update invoice augmented action flow, copy webhooks URL and paste).

      6. Enter the write invoice activity URL in the item 5 field (Open write invoice activity action flow, copy webhooks URL and paste).

      7. Enter the AF key in the item 6 field.

        image42.png

      8. Enter the KM key in the item 7 field.

      9. Click the OK button.

    3. Step 3: JSON for update augmented (17):

      1. Click on JSON for update augmented (17).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare data list for invoice (38):

      1. Click on Prepare data list for invoice (38).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Prepare HTTP body for invoice (39):

      1. Click on Prepare HTTP body for invoice (39).

        image13.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Save the action flow.

Customer Action Flows

  1. Log a Call

    1. Step 1: Add Webhooks (1):

      image51.png

    2. Step 2: Set variable (11):

      1. Click on Set variable (11).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update account augmented URL in the item 4 field (Open update account augmented action flow, copy webhooks URL and paste).

      6. Enter the write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Click the OK button.

    3. Step 3: Prepare data list (12):

      1. Click on Prepare data list (12).

        image11.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare HTTP body for account (13):

      1. Click on Prepare HTTP body for account (13).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Create Follow Up Task (9):

      1. Click on Create Follow Up Task (9).

      2. Select the Connection.

        image48.png

      3. Select a Package.

      4. Select “Create Follow Up Task” in the Skill field.

      5. Click the OK button.

    6. Step 6: Save the action flow.

  1. Customer Notes:

    1. Step 1: Add Webhooks (1):

      image74.png

    2. Step 2: Set variable (9):

      1. Click on Set variable (9).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update account augmented URL in the item 4 field (Open update account augmented action flow, copy webhooks URL and paste).

      6. Enter the write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Click the OK button.

    3. Step 3: Prepare data list (10):

      1. Click on Prepare data list (10).

        image11.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare HTTP body for account (11):

      1. Click on Prepare HTTP body for account (11).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Save the action flow.

  1. Customer Snooze:

    1. Step 1: Add Webhooks (1):

      image76.png

    2. Step 2: Set variable (22):

      1. Click on Set variable (22).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter update account augmented URL in the item 4 field (Open update account augmented action flow, copy webhooks URL and paste).

      6. Enter the write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Enter the AF key.

        image110.png

      8. Enter the KM key.

      9. Click the OK button.

    3. Step 3: JSON for update augmented (23):

      1. Click on JSON for update augmented (23).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare data list (27):

      1. Click on the Prepare data list (27).

        image11.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Prepare HTTP body for account (28):

    6. Step 5: Save the action flow.

      1. Click on Prepare HTTP body for account (28).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

  1. Create Task Customer:

    1. Step 1: Add Webhooks (1):

      image4.png

    2. Step 2: Set variable (5):

      1. Click on Set variable (5).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update account augmented URL in the item 4 field (Open update account augmented action flow, copy webhooks URL and paste).

      6. Enter the write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Click the OK button.

    3. Step 3: Prepare data list for account (6):

      1. Click on Prepare data list for account (6).

        image11.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare HTTP body for account (7):

      1. Click on Prepare HTTP body for account (7).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Create Follow Up Task (2):

      1. Click on Create Follow Up Task (2).

      2. Select a Connection.

        image48.png

      3. Select the Package.

      4. Select “Create Follow Up Task” in the Skill field.

      5. Click the OK button.

    6. Step 6: Save the action flow.

  1. Send Statement:

    1. Step 1: Add Webhooks (1):

      image17.png

    2. Step 2: Set variables (33):

      1. Click on Set variables (33).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update account augmented URL in the item 4 field (Open update account augmented attribute action flow, copy webhooks URL and paste).

      6. Enter the write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Enter the update invoice augmented URL in the item 6 field (Open update invoice augmented action flow, copy webhooks URL and paste).

      8. Enter the write invoice activity URL in the item 7 field (Open write invoice activity action flow, copy webhooks URL and paste).

      9. Click the OK button.

    3. Step 3: Prepare data list for invoice (34):

      1. Click on Prepare data list for invoice (34).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: Prepare HTTP body for invoice (35):

      1. Click on Prepare HTTP body for invoice (35).

        image13.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Prepare data list for account (41):

      1. Click on Prepare data list for account (41).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Prepare HTTP body for account (42):

      1. Click on Prepare HTTP body for account (42).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    7. Step 7: Tools (6):

      1. Click on Tools (6).

        image38.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the analysisID in the item 3 field.

      5. Enter the App key in the item 4 field.

      6. Click the OK button.

    8. Step 8: JSON (7):

      1. Click on JSON (7).

        image43.png

      2. Enter the name (send statement excel) in the udts.name field.

      3. Click the Generate button.

        image22.png

      4. Enter the Json statement below in the datastores.generator.sample_data field.

        Note

        Select “number” for computationId and select “boolean” for isTransient.

        {
"exportType": "EXCEL",
"dataCommandRequest": {
"request": {
"commands": [{
"computationId":
0,
"isTransient":
false,
"queries": [""]
}],
"cubeId": ""
},
"variables": [{
"name": "",
"type": "",
"value": ""
}]
}
}

        For more details please refer to Export Excel using Analysis.pdf

      5. Click on the Common.generator button.

      6. Click on the Save button.

      7. Click on the OK button.

    9. Step 9: Send email to customer (with Excel) (11):

      1. Click on Send email to customer (11).

      2. Click the Add button.

      3. Set the Connection type.

        image36.png

      4. Click the Save button.

      5. Click the OK button.

    10. Step 10: Send email to customer (without Excel) (18):

      1. Click on Send email to customer (18).

      2. Click the Add button.

      3. Set the Connection type.

        image36.png

      4. Click the Save button.

      5. Click the OK button.

    11. Step 11: Create Follow Up Task (14):

      1. Click on Create Follow Up Task (14).

        image48.png

      2. Select the Connection.

      3. Select a Package.

      4. Select “Create Follow Up Task” in the Skill field.

      5. Click the OK button.

    12. Step 12: Save the action flow.

  1. Remove Customer Snooze:

    1. Step 1: Set variable (12):

      1. Click on Set variable (12).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in item 2 field.

      4. Enter the App key in item 3 field.

      5. Enter the write account activity URL in the item 4 field (Open write account activity action flow, copy webhooks URL and paste).

      6. Enter the AF key in item 5 field.

        image72.png

      7. Enter the KM key in the item 6 field.

      8. Click the OK button.

    2. Step 2: Get all accounts with snooze date (1):

      1. Click on Get all accounts with snooze date (1).

        image148.png

      2. Select the Connection.

      3. Select a data pool.

      4. Select a data model.

      5. Click the OK button.

    3. Step 3: Prepare data list (18):

      1. Click on the Prepare data list (18).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    4. Step 4: JSON for update augmented (13):

      1. Click on JSON for update augmented (13).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Prepare HTTP body for account (21):

      1. Click on Prepare HTTP body for account (21).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Save the action flow.

  1. Customer Snooze Remove:

    1. Step 1: Add Webhooks (1):

      image136.png

    2. Step 2: Tools (27):

      1. Click on Tools (27).

        image6.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the update account augmented URL in the item 4 field (Open update account augmented action flow, copy webhooks URL and paste).

      6. Enter the write account activity URL in the item 5 field (Open write account activity action flow, copy webhooks URL and paste).

      7. Enter the AF key in the item 6 field.

        image81.png

      8. Enter the KM key in the item 7 field.

      9. Click the OK button.

    3. Step 3: JSON (29):

      1. Click on JSON (29).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    4. Step 4: JSON (45):

      1. Click on Prepare Data list (18).

        image8.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Prepare HTTP body (46):

      1. Click on Prepare HTTP body (46).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Save the action flow.

Dispute Action Flows

  1. Write Dispute Activity:

    1. Step 1: Add Webhooks (1):

      image108.png

    2. Step 2: CSV (12):

      1. Click on CSV (12).

      2. Click the Add button.

        image112.png

      3. Enter the name (CSV Structure for dispute activity) in the udts.name field.

        image29.png

      4. Click the Add item button.

        image21.png

      5. Enter the name from the table below in the Name field and select the corresponding Type.

        Note

        Add all items in the specification one by one.

        Name

        Type

        CASE_ID

        text

        ACTIVITY_EN

        text

        USER_NAME

        text

        SORTING

        Number

        EVENTTIME

        Date

        TRANSACTION_ID

        text

      6. Click the Save button.

      7. Click the OK button.

    3. Step 3: Tools (7):

      1. Click on Tools (7).

        image62.png

      2. Enter the Poolid in the item 1 field.

      3. Enter the Team domain name in the item 2 field.

      4. Enter the env name in the item 3 field.

      5. Enter the App key in the item 4 field.

      6. Click the OK button.

    4. Step 4: Define Job Setting (13):

      1. Click on Define Job Setting (13).

        image122.png

      2. Select “Define Job Setting” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Save the action flow.

  1. Write Dispute Note:

    1. Step 1: Add Webhooks (1):

      image115.png

    2. Step 2: CSV (12):

      1. Click on CSV (12).

      2. Click the Add button.

        image67.png

      3. Enter the name (CSV Structure for dispute note) in the udts.name field.

        image29.png

      4. Click the Add item button.

        image21.png

      5. Enter the name from the table below in the Name field and select the corresponding Type.

        Note

        Add all items in the specification one by one.

        Name

        Type

        CASE_ID

        text

        TRANSACTION_ID

        text

        NOTE_ID

        text

        SORTING

        Number

        EVENTTIME

        Date

        NOTE

        text

        UTILITY

        text

        CREATED_BY

        text

      6. Click the Save button.

      7. Click the OK button.

    3. Step 3: Set Variables (7):

      1. Click on Set Variables (7).

        image62.png

      2. Enter the Poolid in the item 1 field.

      3. Enter the Team domain name in the item 2 field.

      4. Enter the env name in the item 3 field.

      5. Enter the App key in the item 4 field.

      6. Click the OK button.

    4. Step 4: Define Job Setting (13):

      1. Click on Define Job Setting (13).

        image122.png

      2. Select “Define Job Setting” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Save the action flow.

  1. Write Transaction Dispute:

    1. Step 1: Add Webhooks (1):

      image69.png

    2. Step 2: CSV (12):

      1. Click on CSV (12).

        image18.png

      2. Click the Add button.

      3. Enter the name (CSV structure for create dispute) in the udts.name field.

        image29.png

      4. Click the Add item button.

        image21.png

      5. Enter the name from the table below in the Name field and select the corresponding Type.

        Note

        Add all items in the specification one by one.

        Name

        Type

        DISPUTE_NUMBER

        text

        TRANSACTION_ID

        text

        ACCOUNT_ID

        text

        AMOUNT

        Number

        OWNER

        text

        DISPUTE_RESOLVER

        text

        STATUS

        text

        CREATED_DATE

        Date

        CREATED_BY

        text

        TYPE

        text

        REASON_CODE

        text

      6. Click the Save button.

      7. Click the OK button.

    3. Step 3: Tools (7):

      1. Click on Tools (7).

        image62.png

      2. Enter the Poolid in the item 1 field.

      3. Enter the Team domain name in the item 2 field.

      4. Enter the env name in the item 3 field.

      5. Enter the App key in the item 4 field.

      6. Click the OK button.

    4. Step 4: Define Job Setting (13):

      1. Click on Define Job Setting (13).

        image122.png

      2. Select “Define Job Setting” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Save the action flow.

  1. Close Open Dispute When Invoice Close:

    1. Step 1: Tools (1):

      1. Click on Tools (1).

        image75.png

      2. Enter the Team domain name in the item 1 field.

      3. Enter the env name in the item 2 field.

      4. Enter the App key in the item 3 field.

      5. Enter the Write Dispute Activity URL in the item 4 field. (Open Write Dispute Activity action flow, copy webhooks URL and paste).

      6. Enter the AF key in the item 5 field.

        image84.png

      7. Enter the KM key in the item 6 field.

      8. Click the OK button.

    2. Step 2: Get Transaction (2):

      1. Click on Get Transaction (2).

        image20.png

      2. Select the Connection.

      3. Select a data pool.

      4. Select a data model.

      5. Click the OK button.

    3. Step 3: Get Dispute (6):

      1. Click on Get Dispute (6).

        image20.png

      2. Select the Connection.

      3. Select a data pool.

      4. Select a data model.

      5. Click the OK button.

    4. Step 4: Prepare Data List (13):

      1. Click on Prepare Data List (13).

        image39.png

      2. Click the Add button.

      3. Enter the name (Prepare data list For close dispute) in the udts.name field.

        image29.png

      4. Click the Add item button.

        image21.png

      5. Enter the name from the table below in the Name field and select the corresponding Type.

        Note

        Add all items in the specification one by one.

        Name

        Type

        Data

        Array(Select collection)

        Name

        Type

        Dispute_Id

        text

        Transaction_Id

        text

      6. Click the Save button.

      7. Click the OK button.

    5. Step 5: JSON (7):

      1. Click on JSON (7).

        image60.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    6. Step 6: JSON for activity (16):

      1. Click on JSON for activity (16).

        image31.png

      2. Click the Add button.

      3. Enter the name (JSON for dispute activity) in the udts.name field.

        image29.png

      4. Click the Add item button.

        image21.png

      5. Enter the name from the table below in the Name field and select the corresponding Type.

        Note

        Add all items in the specification one by one.

        Name

        Type

        Data

        Array(Select collection)

        Name

        Type

        activityName

        text

        sorting

        number

      6. Click the Save button.

      7. Click the OK button.

    7. Step 7: Prepare HTTP body for dispute activity (17):

      1. Click on Prepare HTTP body for dispute activity (17).

      2. Click the Add button.

        image86.png

      3. Enter the name (Prepare HTTP body for dispute) in the udts.name field.

      4. Click the Generate button.

        image22.png

      5. Enter the Json statement below in the datastores.generator.sample_data field.

        Note

        Select “number type” for currentTimeStamp.

        {
"data":"",
"accountId":"",
"owner":"",
"resolver":"",
"currentUser":"",
"currentTimeStamp":0,
"note":"",
"activityType":""
}

      6. Click the Common.generator button.

      7. Click the Save button.

      8. Click the OK button.

    8. Step 8: Save action flow.

  1. Create Dispute:

    1. Step 1: Add Webhooks (1):

      image59.png

    2. Step 2: Set Variable (27):

      1. Click on the Set Variable (27).

        image32.png

      2. Enter the Write Transaction Dispute URL in the item 1 field.

      3. Enter the Write Dispute Note URL in the item 2 field.

      4. Enter the Write Dispute Activity URL in the item 3 field.

      5. Enter the update account augmented URL in the item 4 field.

      6. Enter the write account activity URL in the item 5 field.

      7. Enter the update invoice augmented URL in the item 6 field.

      8. Enter the write invoice activity URL in the item 7 field.

      9. Enter the AF key in the item 8 field.

        image77.png

      10. Enter the KM key in the item 9 field.

      11. Enter the team domain Name in the item 10 field.

      12. Enter the env in the item 11 field.

      13. Enter the app key in the item 12 field.

      14. Click the OK button.

    3. Step 3: Prepare dispute insert list (25):

      1. Click on Prepare dispute insert list (25).

        image128.png

      2. Click the Add button

      3. Enter the name (Insert Dispute) in the udts.name field.

        image29.png

      4. Click the Add item button.

        image21.png

      5. Enter the name from the table below in the Name field and select the corresponding Type.

        Note

        Add all items in the specification one by one.

        Name

        Type

        Data

        Array(Select collection)

        Name

        Type

        DISPUTE_NUMBER

        text

        TRANSACTION_ID

        text

        AMOUNT

        number

        TYPE

        text

        REASON_CODE

        text

        INVOICE_NO

        text

      6. Click the Save button.

      7. Click the OK button.

    4. Step 4: JSON for activity (30):

      1. Click on the JOSN for activity (30).

        image7.png

      2. Select “Json for dispute activity” in the Data structure field.

      3. Click the OK button.

    5. Step 5: Prepare HTTP body for Created dispute (26):

      1. Click on Prepare HTTP body for Created dispute (26).

        image16.png

      2. Select “Prepare HTTP body for dispute” in the Data structure field.

      3. Click the OK button.

    6. Step 5: Create task for resolver (32):

      1. Click on Create task for resolver (32).

        image102.png

      2. Select the connection.

      3. Select a package.

      4. Select “Create Dispute Task” in the Skill field.

      5. Click the OK button.

    7. Step 6: Prepare Data List for invoice (36):

      1. Click on Prepare Data List for invoice (36).

        image103.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    8. Step 7: Prepare HTTP body for invoice (37):

      1. Click on Prepare HTTP body for invoice (37).

        image127.png

      2. Select “Prepare HTTP body for invoice” in the Data structure field.

      3. Click the OK button.

    9. Step 8: JSON for update augmented (42):

      1. Click on JSON for update augmented (42).

        image35.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    10. Step 9: Prepare data list for account (46):

      1. Click on Prepare data list for account (46).

        image114.png

      2. Select “Prepare Data List” in the Data structure field.

      3. Click the OK button.

    11. Step 10: Prepare HTTP body for account (47):

      1. Click on Prepare HTTP body for account (47).

        image5.png

      2. Select “Prepare HTTP body for account” in the Data structure field.

      3. Click the OK button.

    12. Step 11: Celonis (35):

      1. Click on Celonis (35)

      2. Select the connection.

      3. Select a package and skill.

        image88.png

      4. Click the OK button.

    13. Step 12: Email (16):

      1. Click on Email (16).

      2. Click the Add button.

      3. Set the Connection type.

        image36.png

      4. Click the Save button.

      5. Click the OK button.

    14. Step 13: Save the action flow.

  1. Update Dispute From Task

    1. Step 1: Add Webhooks (117):

      image147.png

    2. Step 2: Tools (65):

      1. Click on Tools (65).

        image80.png

      2. Enter the team domain in the item 1 field.

      3. Enter the env in the item 2 field.

      4. Enter the app key in the item 3 field.

      5. Enter the Write Dispute Note URL in the item 4 field.

      6. Enter the Write Dispute Activity URL in the item 5 field.

      7. Enter the AF key in the item 6 field.

        image54.png

      8. Enter the KM key in the item 7 field.

      9. Click the OK button.

    3. Step 3: Create data list (70):

      1. Click on Create data list (70).

      2. Select “Insert Dispute” in the Data structure field.

        image33.png

      3. Click the OK button.

    4. Step 4: JSON (64):

      1. Click on JSON (64).

        image35.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    5. Step 5: JSON for activity (72):

      1. Click on JSON for activity (72):

        image2.png

      2. Select “JSON for dispute activity” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Prepare HTTP body (71):

      1. Click on Prepare HTTP body (71).

      2. Select “Prepare HTTP body for dispute” in the Data structure field.

        image50.png

      3. Click the OK button.

    7. Step 7: JSON (93):

      1. Click on JSON (93).

        image35.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    8. Step 8: JSON for activity (99):

      1. Click on JSON for activity (99).

        image2.png

      2. Select “JSON for dispute activity” in the Data structure field.

      3. Click the OK button.

    9. Step 9: Prepare HTTP body (100):

      1. Click on Prepare HTTP body (100).

      2. Select “Prepare HTTP body for dispute” in the Data structure field.

        image50.png

      3. Click the OK button.

    10. Step 10: Save the action flow.

  1. Update Dispute:

    1. Step 1: Add Webhooks (1):

      image109.png

    2. Step 2: Tools (65):

      1. Click on Tools (65).

        image80.png

      2. Enter the team domain in the item 1 field.

      3. Enter the env in the item 2 field.

      4. Enter the app key in the item 3 field.

      5. Enter the Write Dispute Note URL in the item 4 field.

      6. Enter the Write Dispute Activity URL in the item 5 field.

      7. Enter the AF key in the item 6 field.

        image52.png

      8. Enter the KM key in the item 7 field.

      9. Click the OK button.

    3. Step 3: Create data list (70):

      1. Click on Create data list (70).

      2. Select “Insert Dispute” in the Data structure field.

        image33.png

      3. Click the OK button.

    4. Step 4: JSON (64)/(75)/(84)/(93)/(102):

      1. Click on JSON (64).

        image35.png

      2. Select “JSON for update augmented” in the Data structure field.

      3. Click the OK button.

    5. Step 5: JSON for activity (72)/(81)/(90)/(99)/(108):

      1. Click on JSON for activity (72).

        image2.png

      2. Select “JSON for dispute activity” in the Data structure field.

      3. Click the OK button.

    6. Step 6: Prepare HTTP body (71)/(82)/(91)/(100)/(109):

      1. Click on Prepare HTTP body (71).

      2. Select “Prepare HTTP body for dispute” in the Data structure field.

        image50.png

      3. Click the OK button.

    7. Step 7: Get Old task (114)/(111):

      1. Click on Get Old task (114).

        image14.png

      2. Select the connection.

      3. Select a Data pool.

      4. Select a Data model.

      5. Click the OK button.

    8. Step 8: Closed Old task (115)/(112):

      1. Click on Closed Old task (115).

        image14.png

      2. Select the Connection.

      3. Select a Data pool.

      4. Click the OK button.

    9. Step 9: Create task for new resolver (113):

      1. Click on Create task for new resolver (113).

        image90.png

      2. Select the Connection.

      3. Select a Package.

      4. Select “Create Task” in the Skill field.

      5. Click the OK button.

    10. Step 10: Save the action flow.