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Workflow
Zuora Workflow is a Zuora product for designing, configuring, and deploying business workflows in Zuora. With Workflow, you can automate a set of business processes that otherwise need to be performed manually and repetitively. This documentation introduces how to design and run workflows in Zuora Workflow.
- Get Started with Workflow
- Describes the basic steps for building, configuring and running a workflow.
- Workflow use cases
- This guide provides common use cases that you can use Workflow to improve efficiency and reduce possible errors.
- Tutorial: Apply late fees to accounts with overdue invoices
- Chargebacks: Write off invoices and cancel subscriptions
- Customize invoice templates using HTML
- Integration with Configurable Payment Retry: Emails about declined payments
- Notify accounts about overdue invoices
- Perform payment gateway reconciliations with Workflow
- Print all invoices in a bill run
- Process a large number of refunds
- Resume subscriptions and send notifications
- Retrieve and format tax data for bulk upload
- Suspend subscriptions and send notifications
- Transfer all negative invoices to credit balances
- Using Workflow
- Provides a list of articles on various aspects of using Workflow.
- Add a workflow template
- Approve or reject approval tasks in Workflow
- Authentication for Standard Users
- Edit a Workflow
- Configure the Settings of a Workflow
- Common Liquid expressions in Workflow
- Monitor and Troubleshoot a Workflow
- Direct File Input in a Workflow
- Integrate Workflow with Other Zuora Products
- Examples of using HMAC authentication in a callout task
- Export and import a workflow
- Global Constants of Workflow
- Make API Calls to Salesforce from Workflow
- Run a Workflow in Responsive Mode
- Run a workflow via API calls
- Use Workflow APIs
- Workflow and Task Usage Metrics
- Workflow Maintenance Utilities
- Workflow tasks
- Provides a list of pages that explain the functions and configurations of workflow tasks.
- Retrieve: Export
- Retrieve: Object Query
- Retrieve: Data Query
- Retrieve: Billing Preview Run
- Logic: Case
- Logic: Iterate
- Logic: Lambda
- Logic: JSON Transform
- Logic: XML Transform
- Logic: Response Formatter
- CRUD: Create
- CRUD: Delete
- Custom Object: Create Record
- Custom Object: Update Record
- Custom Object: Delete Record
- Custom Object: Query Record
- File: Attachment
- File: Custom Document
- Amendments: NewProduct
- Amendments: RemoveProduct
- Amendments: Suspend
- Amendments: Resume
- Amendments: Cancel
- Billing: Bill Run
- Billing: InvoiceGenerate
- Billing: WriteOff
- Billing: Currency Conversion
- Billing: Custom Invoice
- Payment: Gateway Reconciliation
- Payment: PaymentRun
- Usage: Import Usage
- Notifications: Email
- Notifications: Callout
- Manual: Approval
- Upload: FTP and SFTP
- Download: SFTP
Additional Resources
The following resources are available to help resolve various problems that you might have with Workflow:
- To raise a question regarding Workflow and get an answer from experts, start a topic in Workflow User Group in Community.
- To raise a ticket and get assistance from Zuora Support team, log in to Zuora Support Center.
- To find training materials that can help you get started with Workflow, go to Zuora University.
We would love to hear your feedback on our documentation. Please feel free to email us at docs@zuora.com or post in Workflow User Group in Community.