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Celonis Product Documentation

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.