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Node - Invite External User


Purpose: This node sends SMS invitations to the mobile numbers of selected users based on the retrieved user list, allowing them to register for the external portal. At the same time, a corresponding user record is automatically created in the external portal with the user status set to Inactive.

  • Each invitation SMS costs 0.05 CNY. The fee is automatically deducted from the organization's balance.
  • Invitation SMS messages cannot be sent to overseas mobile numbers.
  • Email invitations are not supported.

Example: Create a worksheet to manage external user information, including user invitations, approval, role assignment, and status management. When user records are imported in bulk or newly added to the worksheet, the workflow automatically sends invitations for users to join the external portal.

1. Create a Workflow

Create a workflow triggered when a new record is added, and configure the trigger conditions. Only records with an empty Status field can trigger this workflow.

2. Add the Invite External User Node

Since this workflow is triggered by a single record, select Invite One User.

If the workflow retrieves multiple user records, you can select Invite Multiple Users Based on Multiple Records.

After the invitation SMS is sent, a corresponding user record is automatically created in the external portal user list, with the status set to Inactive.

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