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Flows

30 Minutes - Add New Calendar record based on Location​

This flow monitors Contacts with the Digital Contact client type who have an associated Location record.

It triggers when a contact’s Country, State, or City field has been updated today or yesterday, and when the contact has an existing Calendar record.

If the Country, State, or City field was updated between 3 hours and 3 hours 30 minutes ago, the flow automatically generates a new Calendar record for that contact.

The Calendar record’s contents are dynamically generated based on:

  • The time of day
  • Whether it is a weekday or weekend
  • The contact’s location data
Trigger
  • Schedule: Every 30 Minutes
Input
none
Output
Output
none
Related

Create Multiple Calendar Records​

Daily - Generate Prior Days Calendar Record​

This flow processes Contacts with the Digital Contact client type.

It identifies yesterday as the target date, then reviews the calendar data from the day before yesterday to verify that it represents a completed day.

A completed day must include at least one of the following combinations:

  • A Full Day Working record
  • A Non-Working record
  • Both an AM Working and a PM Working record

If the previous day is not complete (for example, an AM record exists but no PM record), the flow completes the missing entry using the most recent calendar information:

If a PM record is missing, the AM record’s location for the same day is used.

If an AM record is missing, the location from the last record of the previous day is used.

Once the previous day is validated and completed, the flow generates records for the target date (yesterday) using the same completion and validation logic.

Trigger
  • Schedule: Every day at 10:00
Input
none
Output
Output
none
Related

Related Entities: Calendar

Related Flows:

Flow 1-5 - Import Calendar Data from Template​

Grant Contact Access to Calendar when Residency Questions are Enabled​

Hourly - Import Calendar Data from Template​

Check Status of Adobe Agreement​

Check the status of all outstanding agreements within Adobe Sign

Trigger
  • Schedule: Every 15 Minutes
Input
none
Output
Output
none
Related

Related Entities: Document Approval

Related Flows:

On Completed Agreement Update Document Approvals​

Check the status of all outstanding agreements within Adobe Sign

Trigger
  • Type: Automated
  • Connector: Adobe Sign
  • Action Type: When an agreement workflow is completed successfully
  • Parameters:
    • Include Agreement Info?: Yes
    • Include Agreement Participant Info?: Yes
    • Include Agreement Document Info?: Yes
    • Include Agreement Signed Document Info?: Yes
Input
none
Output
Output
none
Related

Related Entities: Document Approval

Related Flows:

On Submitted Calendar Record Send Email to Users​

PDF Signing - Create Individual Agreement from Document Approval​

Create Adobe Sign agreements for an individual contact

Trigger
  • Type: Automated
  • Action Type: When a HTTP request is received
  • Parameters:
    • Request Doby JSON Schema :
Input
{
    "type": "object",
    "properties": {
        "documentApprovalID": {
            "type": "string"
        }
    }
}
Output
Output
none
Related

Related Entities: Document Approval

Related Flows:

PDF Signing - Create Individual Agreements from List​

Create Adobe Sign agreements for an individual contact

Trigger
  • Automated
Input
none

</details>

<details>
<summary>Output</summary>

``` json title="Output"
none
Related

Related Entities: Document Approval

Related Flows:

PDF Signing - Create Joint Agreement for Data Approvers​

  • Replaced Per Service Line FetchXMLs with a single Fetch to return Document Approval - Document Signers
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
  <entity name="contact">
    <attribute name="fullname" />
    <attribute name="emailaddress1" />
    <attribute name="tt_clientcode" />
    <attribute name="tt_managername" />
    <attribute name="ownerid" />
    <attribute name="contactid" />
    <order attribute="fullname" descending="false" />
    <link-entity name="tt_documentapprovaldocumentsigners" from="tt_contact" to="contactid" link-type="inner" alias="ao">
      <filter type="and">
        <condition attribute="tt_documentapproval" operator="eq" uitype="tt_documentapproval" value="@{outputs('Get_Document_Approval_by_ID')?['body/tt_documentapprovalid']}" />
        <condition attribute="statuscode" operator="eq" value="1" />
      </filter>
    </link-entity>
  </entity>
</fetch>

PDF Signing - Create Joint Agreement from List​

Sync Status of Adobe Agreement​

Update Outstanding Agreements on Document Approval​

Update StartDate Time on Calendar​

Util - Create Calendar Record​

Update ServerRelativePath for Intapp List​

10 Minutes - Migrate Most Recent Login​

Check SharePoint Contact Folder Exists​

Check SharePoint Folder Exists​

Check Tax Form Folder Exists​

Create Folder in SharePoint​

Create SharePoint Site​

Daily - Migrate Contacts​

Daily - Migrate Contacts - No Doc Loc​

Daily - Update Entra Groups with Teams​

Delete File from SharePoint​

Process Contacts - Create SharePoint Site​

Process Contacts - Migration​

Process Contacts - Provision SharePoint Sites​

Provision Contact Folders​

Download File from SharePoint​

Get Files from SharePoint Details​

Get SharePoint File Editor​

HTTP - Load Content from SharePoint File​

Merge Migrated Folders​

Move Files in Practice Gateway SharePoint Sites​

Move Remaining Folders from CRMPortal​

On File Sent Via Email - Upload File to Practice Gateway​

On File Uploaded in Default Site Send Email​

On File Uploaded in MDA send email to Contacts​

On file uploaded in Practice Gateway send email to Team​

Provision SharePoint Sites​

Reset Contacts Document Locations​

Reset Contacts Documents​

Reset Location Data for Contacts​

Reset SharePoint Group Permissions for Contact​

Resolve Contacts with Multiple Document Locations​

Resolve Document Locations - Main Flow​

Restore Team Access to File​

Set DocumentLocation properties​

Set SharePoint Details for Document Location​

Share Collaboration Access to File​

Share Collaboration Access to File - MDA​

Update SharePoint Details for Record​

Upload File to SharePoint​

Document Security - Setup​

Util - Get File Content from Sharepoint​

Util - Get SharePoint Tracking Code​

Util - Load Content from SharePoint File​

Util - Reset Permissions for Contact Files​

Util - Reset Permissions for Contacts Folders​

On UK Tax Return created by User​

KYC - Upload Identification Document​