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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.
  • Event: Master data created/edited
    Triggered when an employee’s master data is created or updated.
  • Event: Contract signature provided
    Triggered when someone signs a contract.
  • Event: Document uploaded
    Triggered when a document is uploaded 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. In this case, the workflow itself is the author of the message.

Placeholders in Actions

With placeholders, you can use dynamic content in your actions. This is especially useful for sending personalized messages or utilizing data from the trigger. Placeholders are variables that are replaced with the corresponding values at runtime. For example, you can use the employee’s name in a chat message without manually entering it.

For the action Chat message, you can access all available placeholders using the @ notation.

For the action WebRequest, these are specified in Liquid format:

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

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