Action Flow Templates
To kickstart your Action Flow implementation, we provide frequently used templates below. The snippets can be used to inspire how key modules can be used in various use cases.
If you need some help on how to deal with blueprints (format of the templates), you can have a look here:
Exporting and Importing Blueprints
Note
If you find any mistakes, please create a ticket in the customer support section of Celopeers. Thank you for your participation in making those templates as useful as possible.
Action Flow Template Types:
Action Flow Snippets
The Action Flow Snippets are helpful templates as a base for a use case and are rather generic and thus useful in different scenarios.
Add data received by a Webhook to SheetThis template helps you to:
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Change Data in SAPThis template helps you to:
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Create CSV File from Celonis OutputThis template helps you to:
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Creating an HTML table and send it via MailThis template helps you to:
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Filter and Forward EmailsThis template helps you to:
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Push CSV to Data IntegrationThis template helps you to:
Push CSV to Data Integration (OneDrive version)Create and Push CSV to Data Integration (CreateCSV version) | |||
Route data to EmployeeThis template helps you to:
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Remind Daily in Teams ChannelThis template helps you to:
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Send Email by CelonisThis template helps you to:
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Send Sheet update via SlackThis template helps you to:
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Forward Parameters to Machine Learning ScriptThis template helps you to:
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Trigger an Action Flow from ML WorkbenchThis template helps you to:
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Use Case Templates
The Use Case Templates are helpful templates to implement a specific scenario.
This template helps you to:
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Archive invoice attachments in emails to SharePointThis template helps you to:
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Create new Sales Order from .csv FilesThis template helps you to:
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Escalate urgent Orders to Order ManagersThis template helps you to:
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Notify about Manual Delivery Blocks onceThis template helps you to:
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Route CommunicationThis template helps you to:
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Trigger Machine Learning ScriptThis template helps you to:
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Trigger Warning Email grouped by contact in Business ViewThis template helps you to:
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Send Excel File via MailThis template helps you to:
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Email Configuration
Responsible: IT / server administrator
If you want to implement action flows that automatically send emails to customers or internal stakeholders, please follow the information below to connect to your own mail accounts. The document lists the necessary requirements, authentication options, and permissions to be granted to the user.
Please feel free to choose the most feasible solution with your system. If you do not find a feasible solution for your IT system, please submit a feature request or get in touch with your contact at Celonis.