An Example RPA Trigger
Here's a simple RPA event trigger that is activated whenever an Agent changes a customer detail. After the Agent clicks a verification button, the RPA Sequence automatically updates the customer's account in an external CRM and sends the customer a confirmation email.
Agent Input
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Performing a customer request, the Agent updates the Mobile Phone number in the local application and clicks OK.
The RPA Event Trigger
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A predefined UI event trigger is activated when the Agent clicks the OK button. The trigger stores the updated account information in the assigned RPA_AccountDetail dynamic variable and executes the RPA Change Account Detail Service Flow.
The Service Flow
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The Service Flow uses the Get New Details Allocator element to populate each of the variables needed for the RPA operation (e.g., the new phone number and the customer's email address). The Perform Account Update RPA Sequence element then executes all operations required to update the external CRM. When these operations are completed, the Send Confirmation Email email element is used to notify the customer of the change.