| Term | Definition | Example |
|---|
| CRM | The term CRM is a generic term which can be interchangeable with ticketing system. We currently support Oracle Service Cloud and any Fusion Based CRM ( Engagement Cloud and Sales Cloud) | When you log into popflow you will see your CRM "instances." This allows you design different workflows for your different CRM instances. |
| Event | Events are used to trigger popflows. If you are licensed for harmony, you can take full advantage of pre-defined events that are triggered via the harmony mediabar. You can also create custom events that allow you to trigger events via our connect api. | You can trigger popflows when a user answers the phone, then trigger another one when they hang up. You can also trigger a workflow when the user clicks on a button inside of a CRM. |
| Activities | Activities are atomic pieces of logic. Activities work together to construct logic for a workflow. | The Post data Activities simplify getting data out of the CRM. Open Workspace or Pop page open pages in the CRM. |
| Workflows | Workflows are a set of activities that are to be executed on an event. | A simple contact lookup workflow |
| Then Or Next | Then or next are the next steps in a workflow. Activities placed in the the then or next location execute after the previous activity has completed. | Use the Get data Activity to get data. If there is a single match bing the contact card in harmony THEN show a popup notification. |
