This action will create a new benevolence request with options that allow you to complete many of the optional fields. The initial add does not allow you to set custom attributes or add documents, but there are actions you can use to complete those function once the request has been saved. The action will return the benevolence request making it easy to complete those follow-up steps.
Additional Details

Added the Benevolence Type required setting.v13.6

Adds a document to the provided benevolence request.
Additional Details

If no document is provided the action will continue on its way. This allows you to use the action without a bunch of action filters if the document is optional.

Sets the provided benevolence request attribute to the value provided.
Additional Details

The 'Use Blank Value' will determine what to do with the value you provide when it's blank. The default is to use it which will have the effect of blanking out any existing value.

This action will create a benevolence result linked to the benevolence request entity stored in an attribute. The result type must be stored in a Defined Value attribute, and the Result Amount must be stored in another attribute before you can use this action. You may optionally provide the "Next Steps" and "Result Details" attributes, as well as the "Result Summary" property as either a text string (which can be generated using Lava), or directly from the values other attributes.

Sets an attribute to a business based on a set of fields with the ability to also link a person to the business.
Additional Details

If the first 12 characters of the given business name and any one of the following match, it will match that business: Phone, Email, Street Line 1

If a record is matched it will be updated with the information provided from the workflow action.

The created/matched business will be put into the optional Business field attribute.

Creates and uploads a PDF contribution statement for a given person. You must either provide a 'Start Date' or an attribute that has the start date to use for generating the statements.
Additional Details

The statements will automatically be uploaded to the selected person record in the same way that the Statement Generator handles the files. The PDF will also be saved into the optional 'Document' attribute. This is handy if you want to use it in a subsequent workflow action.

The Document Person Key you provide will be what is shown to indivduals to describe what period the statement is for. In most cases this should be the year.

Sets an attribute, which can be used elsewhere in the workflow, with the person's default account. If the person has no default, then the first saved account for the given person and given gateway will be used.

Processes a payment from a saved account. The saved account to use can optionally be set using the Get Saved Account action.