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  • Welcome
  • 🏫Cluck University
    • Get Started
  • 📚Documentation
    • Workflows
      • Workflow builder: How to set up a workflow
      • Task transitions
      • Data aliases
      • Best practices for designing workflows
      • Advanced workflow operations menu
      • Data input and output: Input variables and context variables
      • Option generator workflows
      • Completion handlers and workflow wrappers
      • Boolean logic in Rewst workflows
      • Document with RoboRewsty
    • Actions
      • Core actions
      • Rewst actions
      • Transform actions
        • Add or subtract from DateTime transform action
        • All transform action
        • Any transform action
        • Append with items results transform action
        • Compare dates transform action
        • Convert list to object transform action
        • Convert DateTime to timezone transform action
        • Defang transform action
        • Diff lists transform action
        • Flatten list transform action
        • Generate friendly password transform action
        • Get business days between dates transform action
        • Get DateTime transform action
        • Get days between dates transform action
        • Get list length transform action
        • Get string length transform action
        • Is JSON transform action
        • Map to an attribute within a list transform action
        • Merge lists transform action
        • Parse CSV transform action
        • Parse text to JSON transform action
        • Refang transform action
        • Remove duplicates from list transform action
        • Return element transform action
        • Select attribute transform action
        • Set list field value transform action
        • Set variable transform action
        • Sort transform action
        • Split text transform action
        • Transform list objects transform action
        • Trim variable transform action
      • Workflows actions
    • Forms
      • Build a form with Rewst's Form Builder
      • Embed a form into an iFrame
      • Clone an existing form
      • Conditional fields
      • Form organizational variables
      • Troubleshoot unpacked Crate forms
    • Organization variables
    • Settings
      • Users
      • Organizations
      • Permissions and roles
      • Tags
    • Triggers
      • Trigger criteria
      • Trigger use cases and examples
        • Customize PSA ticket triggers
        • Use webhook triggers
    • Jinja
      • Intro to Jinja
      • Jinja essentials
      • Data types
      • List of Jinja filters
      • Jinja filter examples
      • Common Jinja examples
        • Conditional statements and logical operators
        • Jinja macros
        • Date-time comparisons
        • Block scope
        • Try/catch blocks
        • Generate CSVs dynamically with Jinja
        • Split strings, replace characters, and combine strings
        • Dictionary unpacking
        • Loops in Jinja
        • Mimick switch statements in Jinja
      • Jinja use cases and best practices
        • Work with Jinja lists
        • Combine Jinja lists
        • Jinja reserved keywords
        • Collect CTX variables dynamically using Jinja
        • Efficiently extract nested data
      • Internal Rewst Jinja examples
    • Templates and scripts
    • Rewst Tools
      • The Live Editor
      • PowerShell interpreter
    • Integrations
      • Individual integration documentation
        • Accounting integrations
          • QuickBooks Online
            • QuickBooks Online integration setup
            • QuickBooks Online actions & endpoints
          • Xero
            • Xero integration setup
            • Xero actions & endpoints
          • Stripe integration
        • AI integrations
          • Anthropic integration
          • OpenAI
            • OpenAI integration setup
            • Azure OpenAI integration setup
        • Chat integrations
          • Slack
            • Slack integration setup
          • Discord
            • Discord integration setup
            • Discord webhooks & actions
        • Cloud integrations
          • Google Admin
            • Google Enterprise integration setup
            • Google Enterprise actions and endpoints
            • Google Workspace Admin integration setup
          • Nerdio
            • Nerdio integration setup
            • Nerdio actions & endpoints
          • Microsoft Cloud integration bundle
            • Prerequisites and best practices for Microsoft integrations
            • Owned app registration
            • Migrating legacy Microsoft integrations
            • Microsoft Azure
              • Microsoft Azure integration setup
              • Azure actions
            • Microsoft Graph
              • Microsoft Graph integration setup
              • Graph actions
              • Graph subscriptions
            • Microsoft CSP
              • Microsoft CSP integration setup
              • Rewst user setup and GDAP relationship guidance
              • Add a new client via Microsoft Cloud Solution Provider
            • Microsoft Exchange Online
              • Microsoft Exchange Online
              • Exchange Online and multi-property values
            • Microsoft Cloud permissions
            • Common issues with Microsoft Bundle
              • Embracing the Microsoft Minute
              • Troubleshooting installation issues
              • Graph error when using Sendmail as impersonated user
              • Navigating the Microsoft-led transition to GDAP (2023)
            • Send mail as an impersonated user using Microsoft Graph API
        • CRM integrations
          • Hubspot
            • HubSpot integration setup
        • DNS integrations
          • DNSFilter
            • DNSFilter Integration Setup
            • DNSFilter actions & endpoints
          • GoDaddy
            • GoDaddy integration setup
            • GoDaddy actions & endpoints
        • Database integrations
          • Database integration setup
          • BYOD for options generators
        • Documentation integrations
          • Hudu
            • Hudu integration setup
          • ITGlue
            • IT Glue integration setup
            • IT Glue action & endpoints
            • Add Rewst flexible assets to sidebar in IT Glue
          • IT Portal
            • IT Portal integration setup
            • It Portal actions & endpoints
          • JumpCloud
            • JumpCloud integration setup
          • Jira
            • Jira integration setup
            • Jira actions & endpoints
          • Notion integration
          • SyncMonkey integration
        • Email security integrations
          • Proofpoint integration setup
        • HRIS integrations
          • BambooHR
            • BambooHR integration setup
            • BambooHR actions & endpoints
        • IAM integrations
          • Okta integration setup
          • Okta actions & endpoints
        • Licensing integrations
          • Ingram Micro
            • Ingram Micro integration setup
          • Pax8
            • Pax8 - 2025 OAuth transition planning
            • Pax8 integration setup
            • Pax8 least privilege access
          • Sherweb
            • Sherweb integration setup
          • Synnex
            • Synnex integration setup
            • Synnex actions & endpoints
          • Synnex Group Australia
            • Synnex Australia integration setup
        • Mail integrations
          • MailGun
            • Mailgun integration setup
        • MFA integrations
          • Duo Security
            • Duo integration setup
        • Project management integrations
          • Asana integration
          • Shortcut integration
        • PSA integrations
          • ConnectWise
            • ConnectWise integration setup
            • Pod configuration
            • Least privilege access requirements for ConnectWise PSA integration
            • Querying and filtering in ConnectWise PSA actions
            • Troubleshoot API issues from ConnectWise logs
            • ConnectWise actions & endpoints
          • Datto Autotask PSA
            • Datto Autotask PSA integration
          • Freshdesk
            • Freshdesk integration setup
            • Freshdesk actions & endpoints
          • HaloPSA
            • HaloPSA integration setup
          • Kaseya BMS
            • Kaseya BMS integration setup
          • ServiceNow
            • ServiceNow integration setup
            • ServiceNow actions & endpoints
          • SuperOps integration
        • RMM integrations
          • Addigy
            • Addigy integration setup
            • Addigy actions & Endpoints
          • Auvik
            • Auvik integration setup
            • Auvik actions & endpoints
            • Get inspired
          • ConnectWise Automate
            • ConnectWise automate integration Setup
            • Least privilege access guide for ConnectWise Automate integration
          • ConnectWise ScreenConnect integration
          • Datto RMM
            • Datto RMM integration setup
          • ImmyBot
            • Immybot integration setup
          • Kaseya VSA
            • Kaseya VSA integration setup
          • Kaseya VSA X
            • Kaseya VSA X integration setup
            • Kaseya VSA X actions & endpoints
          • N-able N-central
            • N-able N-central integration setup
          • N-able N-sight
            • N-able N-sight integration
          • NinjaOne
            • NinjaOne integration setup
        • Security integrations
          • Acronis
            • Acronis integration
          • Bitdefender GravityZone integration
          • Cisco Meraki integration
          • Cork integration
          • Cove integration
          • CrowdStrike
            • CrowdStrike integration setup
            • CrowdStrike actions & endpoints
          • ConnectSecure (CyberCNS)
            • ConnectSecure integration setup
            • ConnectSecure integration migration: V3 to V4
          • Huntress
            • Huntress integration setup
          • Liongard
            • Liongard integration setup
            • Liongard actions & endpoints
          • Nodeware integration
          • SaaS Alerts
            • SaaS Alerts integration setup
            • SaaS Alerts actions & endpoints
          • SentinelOne
            • SentinelOne integration setup
          • Slide integration
          • Sophos
            • Sophos integration setup
            • Get inspired
          • SonicWall NSM
            • SonicWall integration setup
          • Traceless integration
          • Webroot
            • Webroot integration
        • Version control integrations
          • GitHub integration
        • VoIP and SMS integrations
          • Twilio
            • Twilio integration setup
            • Twilio actions & endpoints
      • Multi-instance integration
        • Multi-instance integration setup
        • Integrate multiple instances of the same integration
      • Custom integrations
        • Custom integrations (v2)
        • Custom integrations (v1)
      • Managing groups: Microsoft Graph vs. Exchange Online
    • App Builder
      • General
        • App Builder glossary
        • Manage your apps
        • Manage your pages
        • Page builder
        • Domains
        • Permissions
        • Authentication
        • Themes
      • Components
        • Accordion component
        • Button component
        • Container component
        • Chart component
        • Data table component
        • Form component
        • Grid container component
        • Grid item component
        • Header component
        • HTML container component
        • Image component
        • Link component
        • Menu component
        • Row component
        • Sidebar component
        • Text component
        • Workflow input component
      • Prebuilt Apps: Available by request
        • Forms portal
        • End user portal
        • Operational analytics reporting portal
      • Get started with App Builder
    • Agent Smith
      • Agent Smith configuration overview
      • Deploy Agent Smith with ImmyBot
      • Deploy Agent Smith with Microsoft Intune
  • 📦Prebuilt Automations
    • Crates
      • Stewart's 30 favorite Crates
      • Production Crate list
      • Migrating between Crate versions
      • Crate Deprecation FAQ
    • Individual Crate documentation
      • Ad-Hoc Install/Uninstall Software via Chocolatey Crate
      • Add Client to Rewst Crate
      • Alert on Expiring App Reg Certificates Crate
      • Alert on Expiring App Reg Secrets Crate
      • Amend Mailbox Permissions Crate
      • Billing Count Report Crate
      • Bulk Create Client from PSA Crate
      • Change a User’s Password Crate
      • Configure Organizational Variables
      • ConnectWise PSA Agreement Mapping Crate
      • CWM: Technician Toolbox via Pod Crate
      • Document M365 environment setup
      • Document M365 groups setup
      • Document M365 shared mailboxes setup
      • Document M365 users setup
      • Document Rewst Form URLs (IT Glue/Hudu) Crate
      • Document User Details V2 Crate
      • Export Intune Policies and Configurations Crate
      • Identify Users in Bypass Mode Crate
      • Just in Time Admin Access Crate
      • M365 CSP/GDAP Permission Checker Crate
      • M365: Generate Org Chart Crate
      • Manage Duo Phones Crate
      • Mass Update Org Variables via CSV Crate
      • Microsoft 365 Quarantine Email Release Crate
      • Microsoft: User Onboarding Crate
        • Onboarding Crate process overview
        • Onboarding Identity provider configuration and setup
        • Onboarding form inputs and workflow process
        • Expanded features and customizing the Onboarding Crate
        • Onboarding context and organizational variables reference
        • Test and troubleshoot the Onboarding crate
      • New user onboarding Crate
        • Identity provider setup - new user add
        • Step 1: Setting up organization variables
        • Step 2: New user onboarding form
        • Step 3: New user onboarding form minimalistic
      • Notify on Conditional Access Policy Changes Crate
      • OpenAI ticket categorization
      • OpenAI ticket sentiment
      • Remove Malicious Email and Block Sender Crate
      • Triage SentinelOne Threat Alerts Crate
      • User Offboarding V2 Crate
      • View Rewst integration Org Variables
  • 📢Updates
    • Development updates
      • 2025 Dev updates
        • May 9, 2025 - Dev update
        • May 2, 2025 - Dev update
        • April 25, 2025 - Dev update
        • April 18, 2025 - Dev update
        • April 11, 2025 - Dev update
        • April 4, 2025 - Dev update
        • March 28, 2025 - Dev update
        • March 21, 2025 - Dev update
        • March 14, 2025 - Dev update
        • February 28, 2025 - Dev update
        • February 21, 2025 - Dev update
        • February 14, 2025 - Dev update
        • February 7, 2025 - Dev update
        • January 24, 2025 - Dev update
        • January 17, 2025 - Dev update
        • January 10, 2025 - Dev update
      • 2024 Dev updates
        • December 27, 2024 - Dev update
        • December 20, 2024 - Dev update
        • December 13, 2024 - Dev update
        • December 6, 2024 - Dev update
        • November 29, 2024 - Dev update
        • November 8, 2024 - Dev Update
        • October 25, 2024 - Dev Update
        • October 18, 2024 - Dev Update
        • October 11, 2024 - Dev Update
        • October 4, 2024 - Dev Update
        • September 27, 2024 - Dev Update
        • September 13, 2024 - Dev Update
        • September 6, 2024 - Dev Update
        • August 30, 2024 - Dev Update
        • August 23, 2024 - Dev Update
        • August 16, 2024 - Dev Update
        • August 9, 2024 - Dev Update
          • August 2, 2024 - Dev Update
        • July 26, 2024 - Dev Update
        • July 19, 2024 - Dev Update
        • July 12, 2024 - Dev Update
        • July 5, 2024 - Dev Update
        • June 28, 2024 - Dev Update
        • June 14, 2024 - Dev Update
        • June 7, 2024 - Dev Update
        • May 31, 2024 - Dev Update
        • May 24, 2024 - Dev Update
        • May 17, 2024 - Dev Update
        • May 10, 2024 - Dev Update
        • May 3, 2024 - Dev Update
        • April 26, 2024 - Dev Update
        • April 19, 2024 - Dev Update
        • April 12, 2024 - Dev Update
        • April 5, 2024 - Dev Update
        • March 22, 2024 - Dev Update
        • March 8, 2024 - Dev Update
        • March 1, 2024 - Dev Update
        • February 23, 2024 - Dev Update
        • February 16, 2024 - Dev Update
        • February 9, 2024 - Dev Update
        • February 2, 2024 - Dev Update
        • January 19, 2024 - Dev Update
        • January 12, 2024 - Dev Update
        • January 5, 2024 - Dev Update
      • 2023 Dev updates
        • December 29, 2023 - Dev Update
        • December 22, 2023 - Dev Update
        • December 15, 2023 - Dev Update
        • December 8, 2023 - Dev Update
        • December 1, 2023 - Dev Update
        • November 17, 2023 - Dev Update
        • November 3, 2023 - Dev Update
        • October 27, 2023 - Dev Update
        • October 20, 2023 - Dev Update
        • October 13, 2023 - Dev Update
        • October 6, 2023 - Dev Update
        • September 29, 2023 - Dev Update
        • September 22, 2023 - Dev Update
        • September 8, 2023 - Dev Update
        • September 1, 2023 - Dev Update
        • August 25, 2023 - Dev Update
        • August 18, 2023 - Dev Update
        • August 11, 2023 - Dev Update
        • August 4, 2023 - Dev Update
        • July 28, 2023 - Dev Update
        • July 21, 2023 - Dev Update
        • July 14, 2023 - Dev Update
        • July 7, 2023 - Dev Update
        • June 30, 2023 - Dev Update
        • June 23, 2023 - Dev Update
        • June 16, 2023 - Dev Update
        • June 9, 2023 - Dev Update
        • June 2, 2023 - Dev Update
        • May 26, 2023 - Dev Update
        • May 19, 2023 - Dev Update
        • May 12, 2023 - Dev Update
        • May 5, 2023 - Dev Update
        • April 28, 2023 - Dev Update
        • April 21, 2023 - Dev Update
        • April 14, 2023 - Dev Update
        • March 31, 2023 - Dev Update
        • March 17, 2023 - Dev Update
        • March 10, 2023 - Dev Update
        • March 3, 2023 - Dev Update
        • February 24, 2023 - Dev Update
        • February 17, 2023 - Dev Update
        • February 10, 2023 - Dev Update
        • February 3, 2023 - Dev Update
        • January 27, 2023 - Dev Update
        • January 20, 2023 - Dev Update
        • January 13, 2023 - Dev Update
        • January 6, 2023 - Dev Update
      • 2022 Dev updates
        • December 16, 2022 - Dev Update
        • December 9, 2022 - Dev Update
        • December 2, 2022 - Dev Update
        • November 18, 2022 - Dev Update
        • November 4, 2022 - Dev Update
        • October 28, 2022 - Dev Update
    • Training updates
      • 2025 Training updates
        • May 9, 2025 - Training update
        • May 2, 2025 - Training update
        • April 25, 2025 - Training update
        • April 11, 2025 - Training update
        • April 4, 2025 - Training update
        • March 28, 2025 - Training update
        • March 21, 2025 - Training update
        • March 14, 2025 - Training update
        • March 7, 2025 - Training update
        • February 28, 2025 - Training update
        • February 21, 2025 - Training update
        • February 14, 2025 - Training update
        • February 7, 2025 - Training update
        • January 31, 2025 - Training update
        • January 17, 2025 - Training update
        • January 10, 2025 - Training update
        • January 3, 2025 - Training update
      • 2024 Training updates
        • December 20, 2024 - Training Update
        • December 13, 2024 - Training Update
        • December 6, 2024 - Training Update
        • November 22, 2024 - Training Update
        • November 15, 2024 - Training Update
        • November 8, 2024 - Training Update
        • November 1, 2024 - Training Update
        • October 25, 2024 - Training Update
        • October 18, 2024 - Training Update
        • October 11, 2024 - Training Update
        • October 4, 2024 - Training Update
        • September 27, 2024 - Training Update
        • September 20, 2024 - Training Update
        • September 13, 2024 - Training Update
        • September 6, 2024 - Training Update
        • August 30, 2024 - Training Update
        • August 23, 2024 - Training Update
        • August 16, 2024 - Training Update
        • August 9, 2024 - Training Update
        • August 2, 2024 - Training Update
        • July 26, 2024 - Training Update
        • July 19, 2024 - Training Update
        • July 12, 2024 - Training Update
        • June 28, 2024 - Training Update
        • June 14, 2024 - Training Update
        • June 7, 2024 - Training Update
        • May 31, 2024 - Training Update
        • May 24, 2024 - Training Update
        • May 17, 2024 - Training Update
        • May 10, 2024 - Training Update
        • May 3, 2024 - Training Update
        • April 26, 2024 - Training Update
        • April 19, 2024 - Training Update
        • April 12, 2024 - Training Update
        • April 5, 2024 - Training Update
        • March 22, 2024 - Training Update
        • March 15, 2024 - Training Update
        • March 8, 2024 - Training Update
        • March 1, 2024 - Training Update
        • February 23, 2024 - Training Update
        • February 16, 2024 - Training Update
        • February 9, 2024 - Training Update
        • February 2, 2024 - Training Update
        • January 19, 2024 - Training Update
        • January 12, 2024 - Training Update
        • January 5, 2024 - Training Update
      • 2023 Training updates
        • December 15, 2023 - Training Update
        • December 8, 2023 - Training Update
        • December 1, 2023 - Training Update
        • November 24, 2023 - Training Update
        • November 17, 2023 - Training Update
        • November 3, 2023 - Training Update
        • October 27, 2023 - Training Update
        • October 20, 2023 - Training Update
        • October 13, 2023 - Training Update
        • October 6, 2023 - Training Update
        • September 29, 2023 - Training Update
        • September 22, 2023 - Training Update
        • September 15, 2023 - Training Update
        • September 8, 2023 - Training Update
        • September 1, 2023 - Training Update
        • August 25, 2023 - Training Update
        • August 18, 2023 - Training Update
        • August 11, 2023 - Training Update
        • August 4, 2023 - Training Update
        • July 21, 2023 - Training Update
        • July 14, 2023 - Training Update
        • July 7, 2023 - Training Update
        • June 30, 2023 - Training Update
        • June 23, 2023 - Training Update
        • June 16, 2023 - Training Update
        • June 9, 2023 - Training Update
        • June 2, 2023 - Training Update
        • May 26, 2023 - Training Update
        • May 19, 2023 - Training Update
        • May 12, 2023 - Training Update
        • May 5, 2023 - Training Update
        • April 28, 2023 - Training Update
        • March 17, 2023 - Training Update
        • March 10, 2023 - Training Update
        • January 27, 2023 - Training Update
        • January 13, 2023 - Training Update
        • January 6, 2023 - Training Update
        • July 28, 2023 - Training Update
      • 2022 Training updates
        • December 16, 2022 - Training Update
        • December 2, 2022 - Training Update
        • November 18, 2022 - Training Update
        • November 4, 2022 - Training Update
        • October 28, 2022 - Training Update
        • November 4, 2022 - Training Update
        • October 28, 2022 - Training Update
    • Crate Marketplace updates
      • 2025 Crate Marketplace updates
        • May 9th, 2025 - Marketplace Update
        • May 2nd, 2025 - Marketplace Update
        • April 25th, 2025 - Marketplace Update
        • April 11th, 2025 - Marketplace Update
        • April 4th, 2025 - Marketplace Update
        • March 28th, 2025 - Marketplace Update
        • March 14th, 2025 - Marketplace Update
        • February 28th, 2025 - Marketplace Update
        • February 21st, 2025 - Marketplace Update
        • February 14th, 2025 - Marketplace Update
        • February 7th, 2025 - Marketplace Update
        • January 31st, 2025 - Marketplace Update
        • January 17th, 2025 - Marketplace Update
        • January 10th, 2025 - Marketplace Update
        • January 3rd, 2025 - Marketplace Update
      • 2024 Crate Marketplace updates
        • December 20th, 2024 - Marketplace Update
        • December 13th, 2024 - Marketplace Update
        • December 6th, 2024 - Marketplace Update
        • November 29th, 2024 - Marketplace Update
        • November 22nd, 2024 - Marketplace Update
        • November 15th, 2024 - Marketplace Update
        • November 8th, 2024 - Marketplace Update
        • November 1st, 2024 - Marketplace Update
        • October 25th, 2024 - Marketplace Update
        • October 18th, 2024 - Marketplace Update
        • October 11th, 2024 - Marketplace Update
        • October 4th, 2024 - Marketplace Update
        • September 27th, 2024 - Marketplace Update
        • September 20th, 2024 - Marketplace Update
        • September 13th, 2024 - Marketplace Update
        • September 6th, 2024 - Marketplace Update
        • August 30th, 2024 - Marketplace Update
        • August 23rd, 2024 - Marketplace Update
        • August 16th, 2024 - Marketplace Update
        • August 2nd, 2024 - Marketplace Update
        • July 26th, 2024 - Marketplace Update
        • July 19th, 2024 - Marketplace Update
        • July 12th, 2024 - Marketplace Update
        • July 5th, 2024 - Marketplace Update
        • June 28th, 2024 - Marketplace Update
        • June 21st, 2024 - Marketplace Update
        • June 14th, 2024 - Marketplace Update
        • June 7th, 2024 - Marketplace Update
        • May 31st 2024 - Marketplace Update
    • Rewst Open Mic
      • Sign up to present at any Open Mic
      • Rewst Open Mics: North America
        • 2025 Rewst Open Mics: North America
          • April 25, 2025: From Guesswork to Gold – Automating Client Profitability with Precision
          • April 11, 2025:
          • April 4, 2025: Powershell in Rewst Preview
          • March 28, 2025: How Little Changes and Small Updates Bring BIG Value
          • March 21, 2025: Showing the First Workflow We Ever Made
          • March 14, 2025: An M365 Special! Workflows that Focus on Microsoft 365!
          • March 7, 2025: Microsoft Now Auditing P1 Licenses Usage
          • February 28, 2025: Cleanup Your Stale Devices with This Automation
          • February 21, 2025: Live from Right of Boom 2025, It's the Weekly ROC Open Mic!
          • February 14, 2025: Valentine's Day Edition
          • February 7, 2025: It's Official! Rewst Now Supports Agent Smith!
          • January 31, 2025: Aharon has some big news about platform improvments
          • January 24, 2025: Migration & compliance workflows... What's the cluck about powershell?
          • January 17, 2025: Cloudflare, Compliance, and Pro Tips
          • January 10, 2025: Simple Automation Demos, Device Lookups, and Payment Notificaitons
          • January 3, 2025: Pax8 OAuth, Connecting Multiple Products, GitHub Challenges
        • 2024 Rewst Open Mics: North America
          • December 27, 2024: Aharon Intro Quiz, Workflow Hacks, GraphQL Insights
          • December 20, 2024: MFA Updates, Onboarding, Vehicle Status & Bookings
          • December 13, 2024: JIT Crates, Faster Debugging, and API Wins
          • December 6, 2024: Mastering Patch Management, Budget Alerts, and Ticket Assignments
          • November 28, 2024 - How Listening to Your Workflows Can Improve Your Automations
          • November 22, 2024 - Efficiency Boosts, Password Insights, and D&D
          • November 15, 2024 - Mark Your Calendars for June 24 - June 26, 2025
          • November 8, 2024 - Live from ITNation 2024, it's the Open Mic!
          • November 1, 2024 - Free Remote Control by Automating RustDesk
          • October 25, 2024 - Oh? See What Just Hatched!
          • October 18, 2024 - The Teams Bot That Does Literally Everything
          • October 11, 2024 - Unlock Hidden Azure AD Data with this GENIUS Workflow Trick
          • October 4, 2024 - When This Integration Tells Rewst To Do Things For It
          • September 27, 2024 - 3 Examples of Automations that Help with Ticket Management
          • September 20, 2024 - How to Help The ROC Help You
          • September 13, 2024 - See How to Seamless Sync Calendly Events and Tickets with Rewst
          • September 6, 2024 - See This Custom Cloud Backup Integration Implemented in Rewst
          • August 30, 2024 - The Automation Rewst Uses to Introduce New Employees
          • August 23, 2024 - Build Workflows With Your Friends With This Upcoming Feature
          • August 16, 2024 - The Behind the Scenes of CyberDrain's CTF
          • August 9, 2024 - Aharon Makes a Huge Announcement
          • August 2, 2024 - Provision the Entire Microsoft Teams Bot Framework with a Single Form
          • July 26, 2024 - Transform Your ConnectWise Experience with App Platform
          • July 19, 2024 - What Everyday Life Can Teach Us About Automation
          • July 12, 2024 - We've Been Trying to Reach You Regarding Your Device's Extended Warranty
          • July 5, 2024 - Freedom to Innovate Day!
          • June 28, 2024 - Still Wondering About the Token from FLOW?
          • June 21, 2024 - Post FLOW Glow
          • June 14, 2024 - The One Trick That Boosts Your Screen Share Experience in Teams by 10X
          • June 7, 2024 - Discover the Lessons Your Workflows are Trying to Teach You
          • May 31, 2024 - Simplify Organization Variables by 10X With This 1 Trick
          • May 24, 2024 - ImmyBot + Rewst = Better Together
          • May 17, 2024 - Solve All Your Meal Prep Problems With This Automation
          • May 10, 2024 - The Most Requested Integration has Finally Been Added to Rewst
          • May 3, 2024 - The Flow Announcement that Made Our Marketing Team Nervous
          • April 26, 2024 - Come See What Pizza's Cooked Up
          • April 19, 2024 - Bring Back Negative Time Savings or Implement Folders?
          • April 12, 2024 - Hey Siri, Make a Ticket! Alexa, Close My Ticket
          • April 5, 2024 - The Microsoft Bundle You Can't Miss Out On
          • March 22, 2024 - App Platform Maddness
          • March 15, 2024 - What to Automate First When Getting Started with Rewst?
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          • March 10, 2023 - Get those workflows in line
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          • March 24, 2023 - The Truly Open Mic - Coming back from the Onsite
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          • June 23, 2023 - Will The Real Aharon Chernin Please Stand Up?
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          • August 4, 2023 - Aharon on a Plane
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        • 2022 Rewst Open Mics: North America
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On this page
  • What is a Crate?
  • Why use Crates?
  • Find and use Crates in Rewst’s Crate Marketplace
  • Unpack a Crate
  • Synced versus unsynced Crates
  • Crate state and maturity
  • Request a Crate and vote for Crate ideas

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  1. Prebuilt Automations

Crates

Learn all about our prebuilt automations: where to find them, and how to set them up

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Last updated 2 months ago

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What is a Crate?

Essentially, a Crate is a prebuilt automation. A Rewst crate contains all the pieces that power the automation: workflows, triggers, and often forms. These are usually built and curated by our ROC team or from our community to facilitate easy deployment. Many of our Crates depend on your first setting up relevant integrations

Why use Crates?

Prebuilt automations are made by the Rewst team. We've tested them and created them for optimal time savings, with your most common tooling and processes in mind. Starting out with Crates is the quickest way to start seeing benefit from Rewst.

Find and use Crates in Rewst’s Crate Marketplace

Rewst's Crate Marketplace is the submenu where you'll find our ever-growing collection of Crates. Access it in the left side menu of the platform by navigating to Crates > Crate Marketplace.

In the Crate Marketplace screen, you can:

  • Search for Crates

  • Filter Crates by a variety of criteria

  • Sort all Crates by Alphabetical, Date Created, Maturity, or Popularity order via the Sort By drop down menu

Click on the tile for your desired Crate to open up its Crate Details page, which breaks down the purpose, features, and setup requirements of the Crate.

Unpack a Crate

Begin to unpack a Crate by clicking the pink Unpack Crate button in the top right of that Crate’s Crate Details screen. Some Crates have unique settings that you set during the unpacking process. If your Crate is one of these, you’ll be prompted to follow the settings steps on your screen before unpacking begins.

You might encounter a screen prompting you to enable or disable specific triggers. Make sure that you're only enabling the triggers that are relevant to you. Add any necessary customizations required by your business logic to avoid overwriting on Crate updates.

Generally, integration overrides will be enabled on triggers when unpacking a crate. As a best practice, keep the integration overrides on at this step.

Optionally rename your workflow, trigger and form names, and update your Time Saved in the Crate Configuration page before finally confirming that you want to Unpack.

Depending on the size of the Crate, unpacking may take a few minutes. Leave your browser window open without navigating away from your Rewst platform while the process completes.

After unpacking a Crate, always check its performance to ensure it's functioning as expected. Once done, you can test the Crate by completing a related task and watching for the Crate's success.

Synced versus unsynced Crates

When you unpack a Crate, you’re creating synced clones of the Crate components for your own use. Crates are maintained and updated by the Rewst team. When something in the underlying technology changes, your Crate seamlessly keeps working, as long as it’s synced.

By default, all Crates are synced when you unpack them. However, you have the option to unsync a Crate after you unpack it. If you unsync a Crate, you’ll be responsible for updating it on your own, and won’t benefit from the automatic maintenance of synced Crates. Unsyncing a crate does allow you to customize the contents of that Crate, such as altered triggers or workflows, to better suit your particular business needs.

We recommend starting out with synced Crates only until you’ve completed all of your Rewst training in Cluck University.

Crate state and maturity

Due to the nature of the Crate Marketplace, and the many integrations that we support, we often have various stages of Crate deployment. This helps us make sure that Crates are thoroughly tested both internally and by our willing customers. To make this process as transparent as possible, we've created a state system for Crates.

You can determine a Crate's state by looking it up in Crate Marketplace and checking its color coded state label in the bottom right of that Crate tile. Similarly, the red number count on the bottom left corner of a Crate tile shows you the current count of fellow Rewsters that have unpacked and used the Crate. Click to expand and learn about each of our Crate states below.

Note that each Crate may differ in terms of requirements, setup time, and complexity.

We try to provide an estimate of the setup time for each Crate, whenever possible, but info may not be readily available for Crates in earlier stages.

Egg: Pre-alpha release

We will often create Crates in this state to show what is actively being worked on, and to get feedback from our clients to make sure that we're working on the right things.

Hatchling: Alpha release

This is the first stage of a Crate that is ready for testing, but still considered alpha. It's not recommended to use these Crates in production.

This state will often be used when we are doing internal testing, or the Crate was made for a very specific purpose/requirement and is being tested directly with the requesting client.

Fledgling: Beta release

This is the second stage of a Crate that is ready for testing, and is the equivalent of a beta release.

At this stage, it is recommended to use client discretion when using these Crates in production.

This state will often be used when we have moved on from internal testing and believe that the Crate is ready for wider testing, but still needs to be tested in a production environment rather than our sandbox environments.

The ROC team will support this Crate in this state.

Nestling: Release candidate

This is the third stage of a Crate that is ready for production, and is the equivalent of a release candidate.

At this stage, it's still recommended to use discretion when using these Crates in production. However, they have gone through vigorous testing in various environments and are considered stable.

This state will often be used when we've moved on from a smaller range of clients testing the Crate, and are now ready to release it to a wider audience with potentially more complex environments.

The ROC team will support this Crate in this state.

Soaring: Full release

This is the final stage of a Crate that's ready for production, and is the equivalent of a full release.

At this stage, the Crate is considered stable and ready for production use.

The ROC team will support this Crate in this state.

Migrating: Updating to a new version

This is the state where a Crate has been updated to a new version, but the older version is still available for clients to use.

This state will often be used when we have made a breaking change to a Crate, and we want to ensure that clients have time to migrate to the new version before we remove the old version.

The ROC team will support this Crate in this state.

Request a Crate and vote for Crate ideas

This is the initial state of a Crate. It is the equivalent of a pre-alpha release. It is generally not recommended to use these Crates in production.

We’re constantly adding new Crates to Crate Marketplace. Vote for which upcoming Crates should take priority by creating a post with your thoughts or upvoting other existing suggestion posts

📦
in our Canny.
An example Crate Details page, containing the description and information for the Rewst: User Onboarding Crate
An example of a setup prompt, from the unpacking process of the Rewst: User Onboarding Crate
The final Crate Configuration screen from the unpacking process of the Rewst: User Onboarding Crate