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Workflows

Automate workflows in Pulse – from event triggers to chat notifications.
You can find the Workflow feature in your account settings under Automation.
It helps you automate recurring processes individually and save time.

Create a Workflow

  1. Create a new workflow.
  2. Assign a descriptive name and a description.
  3. Activate the workflow using the Active/Inactive toggle.

Edit a Workflow

Click on your workflow’s name to open the editor.
There, you define the process using two building blocks:

Triggers

Currently available:

  • Event: Create user
    Triggered when a new employee is added in Pulse.

Actions

You can currently use the following actions:

  • WebRequest
    Sends an HTTP request to a third-party service.

  • Chat membership
    Automatically adds a user to a specific chat.

  • Chat message
    Sends a message to a defined chat.

Placeholders in Actions

In both WebRequest and Chat message, you can use placeholders.
These are specified in Liquid format:

{{ user.name }}
{{ user.email }}

This lets you access data from the event context, such as the user’s name or email address.

View Runs

In the workflow detail view, you’ll find a “Runs” tab. Here, you can see all previous executions – sorted from newest to oldest.

Each run shows:

  • the timestamp
  • the status (successful or failed)
  • a log for detailed analysis