Developing Workflows for IntelliPen – Advanced


In-depth application of workflow advanced features

Learning outcomes

  • Fully explore each of the executable types for advanced functionality
  • Structure workflows for testing and debugging advanced features
  • Understand how to communication with external resources such as APIs, SFTP and web services


  • Select Alternative Member for existing Case
  • Multiple Confirmation Messages
  • Calling an Internal URL
  • Spawn a Case from a Case
  • Trigger/Suspension Events
  • QR Code Triggers
  • Running Stored Proc/SQL
  • Milestones & Member Sites
  • Automating IntelliFeed
  • Send an email/message
  • Converting Documents to PDF
  • Use of Hot Folders
  • SFTP Upload / Download
  • Running Batch Jobs
  • Calling Web Services (API)
Becky Forster
Becky Forster
Training Team Manager

Becky heads up our expert training team, spearheading the delivery of training courses to both internal and external customers. She has over 30 years of training experience working in the occupational pensions administration industry in roles ranging from Pensions Administrator to Group Head of Training for operational staff. She has a 360-degree understanding of how pensions platforms support the delivery of excellent service to our clients having worked both in-house and as a third-party partner in previous roles.

Learn more about our team

Course list

Select the relevant course on the list below for further details and a chance to enrol.