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Get a Link to a Flow
Get a Link to a Flow
Updated today

If your client cannot find the email invitation or if the workflow was created without an email, you can manually retrieve and share the link to the case.

How to Copy a Flow Link

  1. Navigate to UniifyCases.

  2. Select the case you want to send a link for.

  3. Locate the entity for the flow on the right side of the screen under Main entity or Other entities (depending on what flow you need the link for).

    • To copy the link for the main flow, click the three dots () next to the name of the flow under 'Main entity'.

    • To copy the link for any other flows, click the three dots (⋮) next to the name of the flow under Other entities.

  4. Select Copy flow link.

You can now paste the link into an email or any other communication channel to share it with your client.

If you continue to experience issues, you can contact support via the chat icon in the bottom right corner or at [email protected] for further assistance.

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