Example Use Cases
Example Use Cases
Standardize Customer Name Formatting
Business Use Case:
In customer relationship management (CRM) systems, user-entered data can be inconsistent (e.g., lowercase names, extra spaces). Standardizing names ensures consistency across reports, email communications, and customer records. To do this, the builder defines the customer name as a free text field for the input parameter when building the workflow.
When Input is Entered:
Workflow Action:
See It In Action
In customer relationship management (CRM) systems, user-entered data can be inconsistent (e.g., lowercase names, extra spaces). Standardizing names ensures consistency across reports, email communications, and customer records. To do this, the builder defines the customer name as a free text field for the input parameter when building the workflow.
When Input is Entered:
- The user provides a customer’s full name at runtime when adding or updating a record.
Workflow Action:
- The workflow trims extra spaces and formats the name into Title Case (
John Doeinstead ofJOHN DOEorjohn doe). - The formatted name is then stored or used in customer communications.
See It In Action

Select a Report Type
Business Use Case:
Organizations often generate reports based on predefined categories such as Sales, Marketing, or Finance. This input allows users to dynamically select the type of report to generate. To do this, the builder defines the available report types for the input parameter Single Select list when building the workflow.
When Input is Entered:
Workflow Action:
See It In Action
Organizations often generate reports based on predefined categories such as Sales, Marketing, or Finance. This input allows users to dynamically select the type of report to generate. To do this, the builder defines the available report types for the input parameter Single Select list when building the workflow.
When Input is Entered:
- At the start of the workflow, the user selects a report type from the list that you configured.
Workflow Action:
- The workflow references
{{ inputs.report_type }}to determine the type of report. - The corresponding report is generated and stored.
See It In Action

Get a List of Dev Tasks
Business Use Case:
Technical teams often track tickets they’ve opened for customers, but dev teams prefer to limit direct access for efficiency and security reasons.With Blink, collaborating teams can trigger a Self-Service Portal flow to retrieve ticket statuses without disrupting dev team workflows.In this example, ClickUp is used to manage sprints. The builder sets up a multi-select input for ClickUp spaces, allowing users to choose one or more spaces and receive task statuses via email.
When Input is Entered:
The users choose one or more spaces within ClickUp from which to receive ticket statuses via email.
Parameters:
Workflow Action:Query ClickUp for tasks in the selected spaces, format the results, and send an email with the list.
See It In Action:
Technical teams often track tickets they’ve opened for customers, but dev teams prefer to limit direct access for efficiency and security reasons.With Blink, collaborating teams can trigger a Self-Service Portal flow to retrieve ticket statuses without disrupting dev team workflows.In this example, ClickUp is used to manage sprints. The builder sets up a multi-select input for ClickUp spaces, allowing users to choose one or more spaces and receive task statuses via email.
When Input is Entered:
The users choose one or more spaces within ClickUp from which to receive ticket statuses via email.
Parameters:
spaces (Multi-Select, required) → One or more ClickUp spaces to retrieve tasks from.Workflow Action:Query ClickUp for tasks in the selected spaces, format the results, and send an email with the list.
See It In Action:

Input Parameter Configuration Options
By using input parameters, workflows can be more flexible and adaptable to different scenarios without requiring changes to the workflow logic itself. Input parameters can be configured to provide flexibility in workflow execution. They can be:Input Parameter Types
The file input parameter is not supported in triggered subflows.
Configure Input Parameters
1
Select the On-Demand Workflow
Navigate to the on-demand workflow that you would like to update with input parameters.
2
Add Input Parameters to the Trigger
From TRIGGER: ON-DEMAND, click +.

3
Configure Input Parameter Details
Configure the input parameter:

Tip: Configure Input Parameters using the Variable Picker or Expression Language
Tip: Configure Input Parameters using the Variable Picker or Expression Language
4
Save and Test the Input Parameter
Click Add to save the parameter.
The parameter appears in the TRIGGER section. When the workflow runs, the value will be retrieved in real time.



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