Use Workflow Builder with questionnaires

Extent questionnaire abilities with Workflow Builder.

Apart from collecting the applicant data, you can use questionnaires in your verification flows to assign an automated action to a specific answer.

Get started

For example, you can create a flow that adds a medium risk label to all unemployed applicants aged between 35 and 45:

  1. Create a questionnaire that requests applicants to provide their employment status.
  2. Create a respective applicant tag.
  3. Start building your flow and add the following condition: if Field: applicant.info.age -> greater than -> Value: 35 -> And -> Field: applicant.info.age -> less than -> Value: 45-> And -> Field: questionnaires.[your questionnaire name].[questionnaire section name].
  4. Proceed with setting up all the branches of your flow and publish it when done.