Adding and Configuring a Global Contact Process

Overview

The Global Organisation Process allows administrators to automate actions, queries, and wait conditions that are triggered by organisation-related changes across the platform. Admins can design process flows using action, query, and wait blocks, define trigger rules, and manage process settings. This helps ensure consistent and scalable automation for organisation management.

Step-by-Step Approach

1. Add a New Organisation Process

• On the General Dashboard, go to Global Processes.
• Click Add Organisation Process to create a new process.

2. Enable Edit Mode

• Toggle Edit mode on to begin configuring the process flow.

3. Add and Configure an Action Block

• Click the green + icon to add an Action Block.
• Select Entity — choose the object the action applies to.
• Select Action Type — choose the action the system will perform.
• Select Trigger Value — define the value or condition that triggers this action.
• To remove an action, click the Trash icon.

4. Add and Configure a Query Block

• Click the blue + icon to add a Query Block.
• Select Entity — choose the object you want to query.
• Select Query Type — select the type of query to run.
• Select Trigger Value — define the query execution trigger.
• To remove a query, click the Trash icon.

5. Add and Configure a Wait Block

• Click the orange + icon to add a Wait Block.
• Select Entity — choose the applicable object.
• Select Key–Value Pair — define the field and value that control the wait condition.
• To remove a wait block, click the Trash icon.

Single Row Actions — Process Management

View Details

• Select View Details to open the Process Flow Overview.
• Switch the process flow to Edit mode.
• Save the process flow updates.

Single Row Actions — Configuration Options

Change Name

• Select Change Name to update the process title.

Set Object Change Trigger

• Select Set Object Change Trigger to define when the process runs.
• Available trigger values include:
• Created
• Updated

Set Email Subscription Updated Trigger

• Select Set Email Subscription Updated Trigger to trigger the process based on subscription changes.
• Available values include:
• Enabled
• Disabled

Delete

• Select Delete to permanently remove the organisation process when no longer required.

Notes

• Edit mode must be enabled to modify the process.
• Always save your changes to apply updates.
• You can drag and drop blocks to visually arrange the process logic.