Workflows
Trigger - Number Validation
Trigger - Video Tracking
Workflow Action - Go To
Workflow Action - GPT Powered by OpenAI
Workflow Action - GPT History
Workflow Actions - Modify Contact Engagement Score
Workflow Actions - Remove Contact Follower
Workflow Actions - Add Contact Follower
Workflow Trigger - Task Added
Workflow Action - Send Invoice
Workflow Trigger - Contact Engagement Score
Workflow Triggers - Note Changed
Workflow Trigger - Task Reminder
Workflow Trigger - Contact DND
Workflows Nested Folders
Workflows - Advanced Filters & Smart List
Execution Logs & Enrolment History Enhancements
Workflow - Oauth2 in Custom Webhook
New Discover button - Workflows
If/Else Workflow Action - Appointment Filter Options
Comprehensive workflow stats
Workflow Notes, Action Notes & Sticky Notes
Workflow Trigger - Survey Submitted
Facebook / Instagram - User comments on a Post trigger
Standard Triggers - Contact Tag
IVR (Triggers and Actions)
How to use the Workflow Slack Premium Action
How to use Facebook comment automation for Facebook Groups
How to Create a Birthday Reminder Workflow
Action - Drip
Split Action
How to use the Date/Time Formatter Workflow Action
How to use the Number Formatter Action
How to handle multiple rows in Google Sheets
If Else New Features
How to Copy Workflow to another Sub-Account
How to set up Workflow Goal Events
How-to attach Custom Values (MMS) to SMS messages in workflows
Workflow Trigger - Task Completed
How to use the Google Sheets Premium Workflow Action
Workflow - Array Functions Premium Action
How to use the Custom Webhook LC Premium Workflow Action
How to use the Inbound Webhook Workflow Premium Trigger
Workflow Trigger - Payment received
Facebook Conversion API Workflow Trigger Not working
Contact Changed Workflow Trigger
How to Automatically Assign Users to Leads In Workflows
How to get Conversion List for Google Ads in Trigger/Workflows
How to set up Delete Contact action
Action - Update Contact Field
Workflows vs Campaigns/Triggers (Deprecated features)
Workflow Folder Permission
Setting Up Call Tasks in Workflows
Creating Automated Call Assignments The Manual Call action lets you automatically generate call tasks for your team members whenever a contact meets specific criteria in your CRM. Instead of manually
Using Trigger Links for Automation
What Are Trigger Links? Trigger links are specialized URLs that, when clicked by a contact in an SMS, email, Google My Business message, or a direct message on Facebook, Instagram, or WhatsApp, perfor
Setting Up Ringless Voicemail Drops in Workflows
Understanding Ringless Voicemail Drops A ringless voicemail drop, often just called a voicemail drop, is a method for delivering a pre-recorded audio message directly to a contact's voicemail inbox. T
Understanding Triggers in Your CRM
Triggers are powerful conditional statements that connect different parts of your CRM, allowing you to automate actions based on specific events. They act as the underlying logic that makes your autom
Using Word Match Conditions in Workflow Triggers
You can configure your workflow triggers to activate when a contact's message includes or matches specific words or phrases. This allows you to create automated responses based on the exact content of
Understanding the Stripe One-Time Charge Trigger
How the Stripe One-Time Charge Trigger Works The Stripe one-time charge trigger allows you to initiate a payment process through Stripe when specific conditions are met in your CRM workflows. This tri
Setting Up Recurring Reminders for Meetings and Events
Creating Recurring Reminders with Workflows You can use the CRM's Workflows feature to set up automated, repeating reminders for recurring meetings, events, or any other periodic tasks. Workflows prov
Workflow Action - Stripe One Time Charge
About the Stripe One-Time Charge Workflow Action The Stripe One-Time Charge action is a powerful automation tool within your CRM that allows you to automatically process a single payment whenever a sp
Using the Set Event Start Date Action in Workflows
About the Set Event Start Date Action The Set Event Start Date action allows you to define a specific future moment within a workflow. This designated date and time becomes a reference point that othe
Marketplace Workflow Triggers
Marketplace Workflow Triggers allow you to create custom triggers that push data from your external applications or APIs directly into your CRM workflows. These triggers are managed through the Market
Copy a Contact to Another Sub-Account Using a Workflow
Overview This guide explains how to use the Copy Contact to Sub-Account workflow action to duplicate a contact from one sub-account to another. This action can copy core contact information, tags, and
Using the Task Completed Workflow Trigger
What is the Task Completed Trigger? The Task Completed workflow trigger is a powerful automation tool that initiates a sequence of actions the moment a task is marked as finished in your CRM. This all
How to Use Webhooks in Your CRM
Introduction When you need to connect your CRM with other software, webhooks are a powerful tool to automatically send data between applications. If a task falls outside the scope of your CRM's built-
Managing Community Group Access with Workflows
Automating Community Group Permissions You can use workflows to automatically grant or remove a contact's access to specific community groups based on their actions. This automation helps maintain org
How to Automatically Create and Send Document Templates in a Workflow
Automating Document and Contract Delivery The Documents & Contracts feature allows you to create professional, branded templates for proposals, service agreements, or estimates. By integrating this fe
Navigating the Workflow Builder
Introduction to the Workflow Builder This guide provides a foundational tour of the CRM's Workflow Builder, helping you understand its layout and core functions. Whether you're creating your first aut
Workflow Trigger - Documents & Contracts
What is the Documents & Contracts Workflow Trigger? The Documents & Contracts workflow trigger allows you to automate actions based on changes in the status of documents or contracts within your CRM.
WhatsApp Workflow Integration
Integrate WhatsApp with your CRM's automation workflows to send automated messages, respond to customer replies, and manage communication preferences efficiently. Creating an Automation Workflow To bu
Using Page View Triggers for Funnels and Websites
The Page View Trigger allows you to start automated workflows when contacts visit specific pages on your funnels or websites. This powerful feature helps you engage customers at the right moment based
Using the Text Formatter Action in Workflows
What Is the Text Formatter Action? The Text Formatter action is a built-in tool in your CRM workflows that helps you modify or extract specific parts of text data. Whether you need to adjust capitaliz
Using the Custom Code Action in Workflows
What is the Custom Code Action? The Custom Code action is a premium feature that gives you the power to extend your CRM's automation capabilities. When the built-in actions don't cover your specific n
Using the End IVR Call Workflow Action
About the End IVR Call Action The End IVR Call action allows you to cleanly conclude an Interactive Voice Response (IVR) phone call from within a workflow. Without this action, once all IVR actions ar
Understanding Workflow Actions
What Are Workflow Actions? Workflow actions are the building blocks that automate tasks and processes in your CRM. After a workflow is triggered by an event, these actions execute in sequence to perfo
Using AI Models in CRM Workflows
Leveraging AI in Your CRM Workflows Modern businesses require intelligent automation that can understand context and generate human-like content. Your CRM platform integrates powerful AI models direct
Introduction to Workflows
What Are Workflows? Workflows are powerful automation tools within your CRM. They are designed to execute a series of predefined actions automatically whenever a specific event, known as a trigger, oc
Available Workflow Triggers
Introduction to Workflow Triggers Triggers are the starting events that launch your automated workflows. Think of a trigger as the switch that turns your automation on. When a specific event occurs in
Using Certificate Triggers and Actions in Workflows
Certificate Automation in Workflows Workflows in your CRM include specialized triggers and actions for managing certificates. You can automatically issue certificates or trigger workflows when certifi
Understanding Workflow Automation
What is Workflow Automation? Workflow automation is the process of using your CRM to handle repetitive business tasks automatically. You define a starting event, known as a trigger, and a series of ta
Using the Wait Action in Workflows
What is the Wait Action? The Wait action is a powerful tool within your CRM's workflow builder that allows you to pause a contact's journey through an automation. Instead of proceeding immediately to
Understanding How SMS Replies Work in Workflows
How SMS Replies Interact with Workflows When a contact is in a workflow that sends them an automated SMS and then waits for their reply, it's important to understand how manual SMS messages can affect
Send SMS Action in Workflows
What Is the Send SMS Action? The Send SMS action is a feature within your CRM that lets you automatically send personalized text messages to contacts as part of a workflow. By using this tool, you can
Using the Create/Update Opportunity Workflow Action
About the Create/Update Opportunity Action The Create/Update Opportunity action is a workflow tool for managing potential sales deals. When this action runs, it will either generate a brand new opport
Using the Contact Created Workflow Trigger
What is the Contact Created Workflow Trigger? The Contact Created trigger is a powerful automation tool that activates a workflow the moment a new contact is added to your CRM. This trigger works whet
Using the Stale Opportunities Workflow Trigger
What is the Stale Opportunities Trigger? The Stale Opportunities trigger is a feature in your CRM that activates a workflow when an opportunity remains in the same pipeline stage without updates for a
Using the Pipeline Stage Changed Workflow Trigger
About the Pipeline Stage Changed Trigger This workflow trigger activates when an opportunity moves from one stage to another within your sales pipeline. It is designed to automate actions based on tha
Using WhatsApp Delivery Status in Workflows
Prerequisites for Using WhatsApp in Workflows Before you can use WhatsApp delivery status in workflows, ensure the following: WhatsApp must be subscribed and enabled on your location account. If you p
Workflow Action - Send Email
What is the Send Email Workflow Action? The Send Email action enables you to automatically send personalized emails to contacts at specific points within your workflow. This feature is essential for a
Workflow Trigger: Form Submitted
What is the Form Submitted Workflow Trigger? The "Form Submitted" trigger is an automation feature that starts a workflow whenever a visitor submits a specific form. This allows you to automatically p
Using the Remove from Workflow Action
What is the Remove from Workflow Action? The Remove from Workflow action is a key automation tool for managing your contacts' journeys. It allows you to automatically exit a contact from one or more a
Using the Math Operation Workflow Action
What is the Math Operation Action? The Math Operation action is a tool within your CRM's workflow builder that performs calculations. You can use it to add, subtract, multiply, or divide numbers, or t
Using the Event Start Date Action in Workflows
Overview The Event Start Date action allows you to define a specific point in time that your workflow can use as a reference for scheduling. When you add this action, you set a date, which then become
Using the Update Appointment Status Workflow Action
Overview The Update Appointment Status action allows you to automatically change the status of an appointment for a contact directly from a workflow. This is useful for keeping your calendar and clien
Removing Opportunities from Workflows
About the Remove Opportunity Action The Remove Opportunity action allows you to delete opportunities directly from within a workflow. This is useful for maintaining a clean sales pipeline by automatic
Workflow Trigger - Call Details
What is the Call Details Workflow Trigger? The Call Details workflow trigger allows you to automate actions based on the status of a call. This trigger activates when a call reaches a specific outcome
Workflow Action - Update Custom Values
What is the Update Custom Value Action? The Update Custom Value action allows you to dynamically modify custom values within your CRM workflows. This powerful tool helps automate processes, personaliz
Using the Stripe One Time Charge Workflow Action
Overview The Stripe One Time Charge action is a workflow step that lets you process a single, non-recurring payment for a fixed amount through your connected Stripe account. This is ideal for collecti
Workflow Action: Send Event to Google Analytics
Overview This workflow action allows you to send a custom event directly to your Google Analytics account from within the CRM. You can use it to track specific user interactions, such as form submissi
Workflow Action - Send Conversion to Google Ads
What Is the Send Conversion to Google Ads Action? The Send Conversion to Google Ads workflow action allows you to record key customer actions from your CRM as conversion events directly within your Go
Using the Record Voicemail Action in Workflows
Overview The Record Voicemail action is a workflow step that enables your automated phone system (IVR) to capture audio messages from callers. When this action is triggered during a call flow, the cal
Using the Add Task Workflow Action
Overview The Add Task action enables you to automatically generate a new task within your CRM and assign it to a designated user with a specific due date. This is an effective way to manage responsibi
Workflow Action: Text Formatter
What is the Text Formatter Action? The Text Formatter action is a powerful tool within workflows that enables you to manipulate and transform text data. It provides a suite of operations to ensure you
Workflow Action - Manual Call
Overview The Manual Call action enables you to generate a task within your CRM that prompts a user to manually place a call to a contact. This action is designed for scenarios requiring human interven
How to Use the Course Revoke Offer Workflow Action
Overview The Course Revoke Offer action allows you to automatically remove a contact's access to a specific course based on triggers or conditions in your workflow. This is helpful for managing course
Automatically Grant Course Access with the Course Grant Offer Workflow Action
Overview The Course Grant Offer workflow action lets you automatically grant a contact access to a specific course or membership product. You can use this to enroll contacts in free training, paid sub
Workflow Action - Add Leads Under an Affiliate
What is the Add Leads Under an Affiliate Action? The Add Leads Under an Affiliate action is a workflow automation tool that automatically assigns new leads to specific affiliates and their associated
Managing Multiple Opportunities for a Contact in Workflows
About the Multiple Opportunities Feature By default, a workflow triggered by an opportunity will only run for the single most recent opportunity linked to a contact. This feature allows you to change
Using the Add Manual Sales For An Affiliate Workflow Action
Overview The Add Manual Sales For An Affiliate action is a workflow tool that lets you manually record a sale for a specific affiliate within an affiliate campaign. When this action runs, the system a
Using the LinkedIn Lead Form Submitted Workflow Trigger
About the LinkedIn Lead Form Submitted Trigger This workflow trigger automatically enrolls a contact into a workflow the moment they submit a LinkedIn Lead Gen form that is connected to your CRM. It a
Using the Funnel/Website Page View Trigger in Workflows
Overview The Funnel/Website Page View trigger allows you to start an automated workflow whenever a contact visits a specific page on one of your funnels or websites. This is a powerful way to react to
Workflow Trigger: Opportunity Created
Opportunity Created Trigger The Opportunity Created trigger allows you to automatically start a workflow whenever a new opportunity is added to your CRM. This is useful for initiating follow-up tasks,
Send WhatsApp Messages from Workflows
Overview The WhatsApp action enables you to automatically send messages to contacts through WhatsApp directly from your CRM workflows. This allows for timely, personalized communication, whether you'r
Automate Actions When a Contact Joins a Group
Overview The Group Access Granted trigger allows you to start an automated workflow whenever a contact is added to a specific group within your CRM. This is perfect for instantly welcoming new members
Using the WhatsApp Customer Service Window Check in Workflows
Overview The WhatsApp Customer Service Window Check is a workflow action that determines whether you are within a free messaging period with a contact. This period, known as the customer service windo
Workflow Trigger - Group Access Revoked
Overview The Group Access Revoked trigger allows you to automate actions when a user loses access to a specific group within your CRM's community features. This helps maintain orderly group interactio
Automate Your Refund Process with the Refund Workflow Trigger
What is the Refund Workflow Trigger? The Refund Workflow Trigger is an automation tool that starts a workflow whenever a refund is processed. This allows you to automatically respond to refund events,
Workflow Trigger - Order Submitted
What is the Order Submitted Workflow Trigger? The Order Submitted trigger activates a workflow whenever a customer completes an order through an order form in your CRM. This trigger captures both the
Monitor WhatsApp Message Performance in Workflows
Track the delivery and engagement of WhatsApp messages sent through your workflow actions. Access detailed statistics and export comprehensive reports to analyze message performance. Viewing WhatsApp
Streamline Your Affiliate Program with Automations
Why Automate Your Affiliate Program? Running an affiliate program involves many repetitive administrative tasks that can consume significant time and resources. As your network of affiliates expands,
Getting Started with Affiliate Automations
Streamlining Your Affiliate Program with Automations Affiliate Manager Automations allow you to use workflows to handle routine tasks, saving you time and ensuring your affiliate program runs smoothly
Automating Lead Assignment and Notifications for Affiliate Manager Workflows
Streamline your affiliate program by using workflows to automatically handle new leads. You can ensure leads are correctly assigned to the responsible affiliate and trigger immediate notifications, ke
Automate Follow-Ups for New Affiliate Sales
Introduction The New Affiliate Sale trigger allows you to create automated workflows that activate whenever an affiliate sale is recorded in your CRM. This tool helps you save time by automatically ha
Automating Affiliate Commissions with the 'Add Manual Sales For An Affiliate' Workflow Action
What Is the 'Add Manual Sales For An Affiliate' Action? The Add Manual Sales For An Affiliate workflow action allows you to manually assign sales to specific affiliates within your chosen affiliate ca
Workflow Trigger & Action - Grant/Revoke Private Channel Access
Overview The Grant/Revoke Private Channel Access workflow action enables automated control over private channel permissions, streamlining community management and improving member engagement. Action N
Automate Workflows with the Estimates Trigger
What is the Estimates Trigger? The Estimates trigger is a workflow component that automatically starts an automation sequence when a specific event occurs with an estimate in your CRM. This allows you
How to Configure a Meta Conversion API Action in Workflows
Why Create a Meta Conversion API Workflow? After setting up your Meta ad campaign and conversion dataset, creating a workflow to send Conversion API (CAPI) events is essential for improving the accura
Workflow Action - Send Estimate
What is the Send Estimate Workflow Action? The Send Estimate action automatically generates a professional estimate from a pre-configured template and delivers it directly to a contact via email or te
Using the Update Conversation AI Bot and Status Workflow Action
Overview The Update Conversation AI Bot and Status workflow action gives you precise control over which AI-powered bot communicates with a contact. You can use this action to assign a specific bot to
Pausing Workflows on Specific Dates
Overview The Pause Workflow feature in your CRM allows you to temporarily suspend automations during specific timeframes without deactivating them entirely. This is particularly useful for managing co
How to Configure Workflow Triggers for Google and Facebook Reviews
Overview The Reviews Received workflow trigger allows you to automate actions whenever new reviews are posted on your Google or Facebook pages. This trigger operates without linking to a specific cont
Workflows Premium Actions Pricing Tiers
What Are Workflows Premium Actions? Workflows Premium Actions is an optional subscription add-on for managing premium triggers and actions within your CRM. It operates alongside your main CRM subscrip
Using the Workflow AI Assistant
About the Workflow AI Assistant The Workflow AI Assistant is a built-in guide designed to help you create, understand, and improve your automations. It provides step-by-step guidance, suggests actions
Using OAuth2 Authorization in Custom Webhooks
Overview OAuth2 is a widely adopted and highly secure authorization method commonly used by major APIs. By enabling OAuth2 support in your CRM's Custom Webhook action, you can securely integrate with
Configuring Leaderboard Triggers and Actions for Community Groups
This guide explains how to set up workflow triggers and actions that respond to community group leaderboard activity. You'll learn how to automatically award gamification points and create workflows t
Understanding and Purchasing the Black Friday & Cyber Monday Workflow Promotion
About the Black Friday & Cyber Monday Promotion For a limited time, agencies can purchase a special promotional plan for the CRM's premium workflows. This offer is designed to provide significant savi
Automate Workflows Based on Call Information
About the Call Details Workflow Trigger The Call Details workflow trigger allows you to automatically start a workflow whenever information about a phone call is updated. This trigger activates based
Workflow Action: Edit Conversation
What Is the Edit Conversation Workflow Action? The Edit Conversation workflow action allows you to automatically update the status of a conversation based on triggers in your workflow. Instead of manu
Using the Update Contact Field Action for Date Fields in Workflows
Updating Date Fields on Contact Records Within a workflow, you can use the Update Contact Field action to modify the value of a date field on a contact's profile. This guide details the available meth
Using the Math Operation Action in Workflows
What Is the Math Operation Action? The Math Operation action allows you to perform automated calculations on numeric, monetary, or date fields directly within your CRM workflows. This versatile featur
Diagnosing and Resolving Workflow Race Conditions
Understanding Race Conditions A race condition in your CRM occurs when two or more workflow actions attempt to update the same contact at precisely the same moment—within the same second. These action
Tracking Contact Actions with Google Analytics from a Workflow
Using Google Analytics Events in a Workflow You can use your CRM's workflow automation to send custom event data directly to Google Analytics. This is useful for tracking specific user actions that go
Understanding Workflows vs. Deprecated Campaigns and Triggers
Introduction The CRM platform has evolved, and the older automation features known as Campaigns and Triggers have been replaced by a more powerful and unified system called Workflows. This article exp
Setting Up Google Analytics 4 Event Tracking in Workflows
Overview You can use the Google Analytics 4 (GA4) tracking feature within your CRM workflows to capture and analyze user interactions. This allows you to send custom event data directly to your GA4 pr
Workflow Settings Overview
What Are Workflow Settings? Workflow Settings are the central controls that govern the overall behavior of an individual workflow. Instead of adjusting rules for each action separately, these settings
How to Enable and Rebill External AI Models in Workflows
Overview External AI Models is a feature that enhances your CRM's workflow automation by integrating artificial intelligence. This guide explains how to activate the feature for your agency and how to
Using the AI Text Generation Workflow Action
Understanding the AI Text Generation Action The AI Text Generation action is a powerful tool within your CRM's workflow builder. It uses advanced artificial intelligence to automatically create text-b
Creating Custom Marketplace Workflow Actions
About Marketplace Workflow Actions Marketplace Workflow Actions enable you to build custom integrations that push or pull data from external applications or APIs directly within your CRM workflows. Th
Workflow Trigger - Shopify Abandoned Cart
Recover Lost Sales with Shopify Abandoned Cart Workflows When a potential customer adds items to their cart but leaves your Shopify store without purchasing, it represents a significant opportunity fo
Using the Add to Workflow Action
What is the Add to Workflow Action? The Add to Workflow action is an automation feature within your CRM that allows you to automatically enroll a contact into a separate, existing workflow. This is a
How to Restore a Deleted Workflow
What is the Restore Feature? This feature allows you to recover workflows that have been previously deleted from your CRM. It provides a safety net, ensuring that accidentally removed automations can
Using the Email Template Builder in a Workflow Send Email Action
Editing Email Templates Directly in Your Workflow The Send Email action within a workflow now includes a built-in email template builder. This feature allows you to view, select, and edit your email t
Workflow Trigger - Appointment Status
What Is the Appointment Status Workflow Trigger? The Appointment Status Workflow Trigger is a powerful automation tool in your CRM that activates workflows whenever an appointment is scheduled or its
Using the Category Completed Workflow Trigger
What is the Category Completed Trigger? The Category Completed trigger is an automation tool that starts a workflow whenever a contact finishes a specific product or course category. This is ideal for
Automating Actions with the Customer Booked Appointment Trigger
Understanding the Customer Booked Appointment Trigger The Customer Booked Appointment trigger is a workflow automation that activates whenever a contact uses a public booking link or online scheduler
Using the Custom Date Reminder Workflow Trigger
What Is the Custom Date Reminder Workflow Trigger? The Custom Date Reminder Workflow Trigger allows you to automate reminders and notifications based on specific dates stored in your CRM. This trigger
Find Contact Workflow Action
What Is the Find Contact Workflow Action? The Find Contact action is a powerful tool in your CRM's workflow builder that lets you search for and pull an existing contact into your automation based on
Assign Leads to Affiliates in Workflows
What It Does The Add Leads under an Affiliate workflow action assigns contacts (leads) to affiliates and their associated campaigns, ensuring proper attribution. This action supports three distinct as
Workflow Trigger - Customer Replied
Understanding the Customer Replied Trigger The Customer Replied trigger is an automation tool that activates a workflow whenever a contact sends a reply. This allows you to create immediate, consisten
Using the Create Contact Workflow Action
Understanding the Create Contact Action The Create Contact workflow action is a fundamental automation tool in your CRM. It allows you to automatically generate new contact records or refresh the info
Understanding Workflow Behavior with Appointment Changes
How Workflows Respond to Appointment Updates When a contact books an appointment, they enter a workflow designed to manage their journey. However, appointments can change after a contact is already in
Using the Add Manual Sales For An Affiliate Workflow Action
What is the Add Manual Sales For An Affiliate Action? The Add Manual Sales For An Affiliate action is a workflow tool that lets you manually record a sale for a specific affiliate within a chosen affi
Using Multi-Select Options in Forms, Surveys, and Text Matching Filters
Multi-Select Functionality for Triggers You can now select multiple options when setting up filters in your workflow triggers. This enhancement applies to Forms, Surveys, Contains Phrase, and Exact Ma
Using the Invoice Workflow Trigger
What is the Invoice Workflow Trigger? The Invoice workflow trigger starts an automated sequence whenever the status of an invoice changes in your CRM. You can set it to respond to events like an invoi
How to Automatically Grant Access to Membership Courses with Workflows
What Is Automated Membership Access? Automating membership access through workflows allows you to enroll users into your CRM's membership courses automatically, without manual intervention. By setting
Workflow Action - Log External Call
About the Log External Call Workflow Action The Log External Call workflow action allows you to record calls made through third-party calling systems directly into your CRM. This helps centralize all
Using the Affiliate Enrolled In Campaign Workflow Trigger
About the Affiliate Enrolled In Campaign Trigger The Affiliate Enrolled In Campaign workflow trigger allows you to automate a series of actions whenever an affiliate is added to a specific campaign in
Workflow Error Notifications and Management
Your CRM now includes a feature to notify you when errors occur in your workflows. You can receive email alerts, review errors in a dedicated tab, and configure notification settings to stay informed
Facebook Lead Form Submitted Workflow Trigger
What is the Facebook Lead Form Submitted Workflow Trigger? Use the Facebook Lead Form Submitted trigger to automatically start a workflow whenever a potential customer completes a lead form on your Fa
Workflow Trigger - User Login (Legacy Portal)
Overview The User Login trigger allows you to automatically start a workflow when someone logs into their account through the Legacy Portal. This is useful for tracking user activity, sending notifica
Using the New Signup Trigger for Courses and Memberships
Overview The New Signup workflow trigger allows you to launch an automated sequence whenever a contact purchases or enrolls in a course, membership, or other service for the first time. This is ideal
Workflow Action: Add Contact Tag
About the Add Contact Tag Action The Add Contact Tag action is a powerful automation tool that lets you automatically assign one or more tags to a contact as they progress through a workflow. Tags act
Using the Add to Notes Workflow Action
Overview The Add to Notes workflow action lets you automatically create a note on a record within your CRM. This is a powerful way to log important information, track interactions, or document details
Using the Messaging Error - SMS Workflow Trigger
Overview The Messaging Error - SMS trigger allows you to start a workflow automatically whenever an outbound SMS message fails to be delivered and the system receives a specific error code. This is us
Using the Internal Notification Workflow Action
What is an Internal Notification? The Internal Notification action in your CRM workflows allows you to automatically send alerts to members of your team when a specific event occurs. This action can b
Workflow Trigger - Start IVR Trigger
Overview The Start IVR Trigger allows you to build an automated phone menu system directly into your workflows. When this trigger is activated, it starts an Interactive Voice Response (IVR) sequence,
Configuring the Conversation AI Bot Action in Workflows
Overview The Conversation AI Bot action allows you to integrate an AI-powered conversational agent directly into your workflows. You can use this action to ask contacts questions, handle their inquiri
Using the Update Affiliate Workflow Action
Overview The Update Affiliate action allows you to programmatically change the status of an affiliate contact within your CRM. You can use this action in a workflow to automatically mark an affiliate
Workflow Action: Add To Affiliate Campaign
Overview The Add To Affiliate Campaign workflow action allows you to automatically enroll a contact as an active affiliate in a specific affiliate campaign. This is particularly useful for converting
Add a Contact to Affiliate Manager via Workflow
Overview The Add To Affiliate Manager workflow action automatically enrolls a contact into your Affiliate Manager system. When triggered, this action adds the contact to your affiliates list and sets
Using the Remove From Affiliate Campaign Workflow Action
About the Remove From Affiliate Campaign Action This workflow action allows you to automatically remove an affiliate contact from a specific affiliate marketing campaign within your CRM. It is useful
Using the WhatsApp Customer Service Window Check in Workflows
Understanding the Customer Service Window Check The WhatsApp: Customer Service Window Check is a workflow condition that allows you to automate sending free-form WhatsApp messages without incurring pe
Workflow Trigger: Note Changed
Overview The Note Changed workflow trigger activates whenever an existing note is modified on a contact's profile. This allows you to automate follow-up actions based on updates to contact notes, such
Setting Up the 'Offer Access Removed' Workflow Trigger
About the Offer Access Removed Trigger The Offer Access Removed trigger is a powerful automation tool that starts a workflow whenever a contact's permission to use a specific offer is taken away. This
Using the Offer Access Granted Workflow Trigger
What is the Offer Access Granted Trigger? The Offer Access Granted trigger is a feature that automatically starts a workflow whenever a contact is given access to a particular offer within your CRM. T
Workflow Trigger: Order Form Submission
What is the Order Form Submission Trigger? The Order Form Submission trigger is an automation tool that activates a workflow whenever a customer submits an order form on your website or sales funnel.
Workflow Trigger - Order Fulfilled
Overview The Order Fulfilled trigger allows you to automatically start a workflow whenever a customer's purchase is marked as complete. This is ideal for executing follow-up actions, such as sending a
Using the Product Access Granted Workflow Trigger
What is the Product Access Granted Workflow Trigger? The Product Access Granted trigger is a powerful automation tool that starts a workflow the moment a customer is given access to a specific product
Using the Order Placed Workflow Trigger
Overview The Order Placed workflow trigger allows you to automatically start a series of actions the moment a customer completes a purchase in your store. This is ideal for sending instant confirmatio
Using the TikTok Form Submitted Workflow Trigger
Overview The TikTok Form Submitted trigger allows you to automatically start a workflow whenever a user submits a form you've created and embedded in your TikTok presence. This is an excellent way to
Automate Actions After a Product is Completed
The Product Completed workflow trigger is a powerful automation tool that activates when a customer successfully finishes a product in your CRM. This could be an online course, a service package, or a
Using the Trigger Link Clicked Workflow Trigger
Overview The Trigger Link Clicked workflow trigger allows you to start an automated sequence of actions whenever a contact clicks on a unique, predefined link. This is especially useful for tracking e
Workflow Trigger - Opportunity Status Changed
What is the Opportunity Status Changed Trigger? The Opportunity Status Changed trigger activates a workflow whenever the status of an opportunity in your CRM is updated. For example, if an opportunity
Using the Remove Assigned User Workflow Action
What the Remove Assigned User Action Does This workflow action automatically clears the currently assigned CRM user from a contact, leaving the contact unassigned. It’s commonly used when a contact no
Using the DND Contact Workflow Action
Introduction The DND Contact workflow action gives you control over a contact's Do-Not-Disturb (DND) status from within your automation sequences. You can use this action to enable or disable DND for
Using the Remove Contact Tag Workflow Action
Overview The Remove Contact Tag action allows you to delete specific tags from a contact's profile in your CRM. This is a powerful tool for maintaining accurate contact segmentation, updating statuses
Workflow Trigger - Product Access Removed
What is the Product Access Removed Trigger? The Product Access Removed trigger is an automation tool that activates whenever a customer loses access to a product in your CRM. This trigger allows you t
Using the Call Workflow Action
What is the Call Workflow Action? The Call workflow action automates the process of connecting a member of your team with a contact. It initiates a call to the appropriate internal recipient and, once
Using the Voicemail Action in Workflows
Overview The Voicemail action is a workflow tool that lets you deliver a pre-recorded audio message directly to a contact's phone. This is an efficient way to automate personalized follow-ups, send re
Workflow Action: Copy Contact To Sub Account
Overview The Copy Contact workflow action enables you to duplicate a contact record from your main account to a designated sub-account. This is a powerful tool for businesses that operate with multipl
Using the Review Request Workflow Action
Overview The Review Request action is a powerful tool for gathering customer feedback. You can use it within a workflow to automatically send a request for a review to a contact after a specific event
Using the Outbound Webhook Action in Workflows
What Is an Outbound Webhook? An outbound webhook is an automated action within your CRM workflows that sends data to external applications or services in real time. It gathers information about a cont
Workflow Action - Google My Business (GMB)
Overview The Google My Business (GMB) action enables you to send messages directly to contacts through Google My Business messaging. This feature provides a streamlined way to engage with customers us
Using the Messenger Action in Workflows
Overview The Messenger action is a powerful tool within your CRM workflows that enables you to send a direct message to a contact via Facebook Messenger. This action is ideal for maintaining engagemen
Using the Reply In Comments Workflow Action
About the Reply In Comments Action The Reply In Comments workflow action allows you to automatically respond to comments on your social media posts. When a workflow is triggered by a new comment on a
Understanding Workflow Triggers: Order Submitted vs. Order Form Submission
Where To Find These Triggers Both the Order Form Submission and Order Submitted triggers are located within the Workflow Builder under the Payments category. Trigger - Order Submitted This trigger act
Viewing Workflow Email Statistics
You can now access comprehensive email statistics for both workflow emails and traditional email campaigns in one centralized location. This unified approach provides a clearer picture of your email m
Automating Processes with Custom Objects in Workflows
Introduction You can now create powerful automations directly tied to your custom objects using workflows. This feature allows you to trigger a workflow based on specific events related to a custom ob
Using Pluck and Join to Extract Product Details in Workflows
Overview The Pluck and Join workflow helpers enable you to extract specific product details from customer orders and combine them into a formatted string. This is particularly useful for automating ta
Using the Quiz Submitted Workflow Trigger
What Is the Quiz Submitted Trigger? The Quiz Submitted trigger is a workflow entry condition that activates whenever a contact completes and submits a published quiz in your CRM. This feature enables
Using the Create Associated Record Action in Contact Workflows
Overview The Create Associated Record for Contact action is a powerful tool within contact-based workflows. It allows you to automatically generate a new record for a custom object and immediately lin
Update an Associated Record for a Contact
Overview The Update an Associated Record action enables you to automatically modify fields in a custom object linked to a contact. This helps keep related information current and accurate, reducing th
Using the Clear Fields of Associated Record Workflow Action
Overview The Clear Fields of Associated Record action is a workflow tool that lets you reset the values of specific fields on a custom object record that is linked to a contact. This is ideal for scen
Filtering Contacts by Terms & Conditions Agreement in Workflows
Overview You can now add a filter to your workflows that segments contacts based on whether they have agreed to your Terms and Conditions. This filter is available for workflows triggered by form, sur
Setting Up Workflow Triggers for New Prospecting Tool Prospects
Overview The Prospect Generated workflow trigger enables you to automate actions whenever a new prospect is created in your CRM's Prospecting Tool. This includes prospects generated directly within th
Automating Instagram Engagement: A 'Comment to Receive' Workflow Recipe
This guide will walk you through creating a workflow that automates a common Instagram marketing strategy: encouraging users to comment on a post to receive a digital file, like a checklist or guide.
Using Workflow AI to Automate Facebook Comment Responses
Automating Facebook Engagement with Workflow AI You can use the CRM's Workflow AI to automatically generate and send personalized replies to comments on your Facebook posts. This recipe demonstrates a
Using the Facebook Interactive Messenger Workflow Action
Automate Facebook Messenger Conversations The Facebook Interactive Messenger workflow action allows you to send automated replies through Facebook Messenger, incorporating interactive elements like bu
Automating Facebook Comment Responses with Workflows
You can set up a workflow to automatically respond when someone comments on a Facebook post, guiding them to receive content via direct message. This is useful for running "comment to get the file" ca
Using the Instagram Interactive Messenger Workflow Action
What is the Instagram Interactive Messenger Action? The Instagram Interactive Messenger action enables you to automate direct message conversations on Instagram by incorporating interactive elements s
Using the Create Opportunity Workflow Action
Overview The Create Opportunity action allows you to automatically generate a new opportunity record within your CRM whenever specific conditions are met in a workflow. This action helps streamline yo
Using the Find Opportunity Workflow Action
Overview The Find Opportunity action is a powerful workflow step that searches your CRM for an existing opportunity associated with the contact currently in the workflow. You can define specific crite
Using the Update Opportunity Workflow Action
About the Update Opportunity Action The Update Opportunity action is a powerful automation tool within your CRM's workflow builder. It allows you to automatically modify the details of an existing opp
Workflow Action - Remove Owner from Opportunity
Overview The Remove Owner from Opportunity action is a workflow step that clears the currently assigned owner from an opportunity record. This leaves the opportunity unassigned, which can be helpful f
How to Use the Add Owner to Opportunity Workflow Action
Overview The Add Owner to Opportunity workflow action automatically assigns a designated user as the owner of an opportunity. This helps maintain consistent ownership between a contact and its related
Using the Add Follower(s) to Opportunity Workflow Action
Overview The Add Follower(s) to Opportunity action enables you to automatically assign team members as followers to a specific opportunity within your CRM. When users are added as followers, they gain
Remove Followers from an Opportunity in a Workflow
Overview The Remove Followers from Opportunity action is a workflow step that lets you automatically take one or more users off an opportunity's follower list. This is useful for updating who receives
Getting Started with the New Workflows Onboarding Experience
Welcome to the Redesigned Workflows Landing Page New users are now greeted with a simplified, guided onboarding experience on the Workflows landing page. This updated interface is designed to help you
Automating Actions After a Purchase with the Order Submitted Trigger
About the Order Submitted Trigger The Order Submitted trigger is a powerful automation tool for your CRM. It activates a workflow whenever a customer successfully completes a purchase through a paymen
Identifying and Fixing Workflow Errors
Overview This feature helps you quickly spot, understand, and correct errors in your workflows using AI-powered assistance. It provides clear visual indicators and step-by-step guidance, allowing you
Using the Send Documents & Contracts Workflow Action
Overview The Send Documents & Contracts action in workflows allows you to automate the creation and sending of documents like contracts and proposals. A key feature is the ability to create documents
Building Member Retention with Automated CRM Workflows
While attracting new members is important, the long-term success of your fitness business depends on keeping them engaged and coming back. A proactive retention strategy, powered by your CRM's automat
Setting Up Automated Email and SMS Follow-ups
Introduction Automated email and SMS follow-ups help you nurture leads efficiently without manual effort. By setting up workflows triggered by form submissions, you can maintain consistent communicati
Automatically Send Certificates for Quiz or Assignment Completion
You can configure your CRM to automatically issue a certificate when a contact successfully completes a quiz or assignment in your course. This is accomplished using the Workflow Builder to create an
Never Miss a Lead Again — Even After Hours
Capture and Convert Every Opportunity Around the Clock In the competitive med spa industry, potential clients often reach out during evenings, weekends, or outside regular business hours. When they ta
Spa Day, Every Day: Daily Ops Guide
Why Front Desk Automation is a Med Spa Must Your treatments might be flawless, but what happens at the front desk sets the tone for your entire client experience. No-shows, missed calls, last-minute r
Sending Images, Videos, Audio, and Documents via WhatsApp
You can use workflows to send media files like images, videos, audio clips, and documents directly to contacts through WhatsApp. This is done using the WhatsApp Media action within a workflow. Importa
Sending WhatsApp Media Files from a Workflow
You can use a workflow to automatically send media files—such as images, videos, audio clips, or documents—to a contact via WhatsApp. This is handled by the WhatsApp Media action. Important: You can o
Salon Operations Automation Guide
Why Automate Your Salon Operations Running a beauty salon means focusing on your clients and craft, not on endless administrative tasks. Missed calls, forgotten follow-ups, and scheduling mix-ups can
Automate Patient Reviews and Reactivation for Chiropractic Clinics
Why Patient Reputation and Retention Matter When potential patients search for a chiropractor, online reviews and your clinic's reputation are often the deciding factors. A strong reputation builds im
Mortgage Retention and Referral Automation Playbook
Why This Playbook Matters Acquiring a new mortgage client is significantly more expensive than maintaining a relationship with a past one. Many professionals in the industry focus heavily on finding n
Copy or Delete Triggers in Workflows
Streamline Your Workflow Creation Efficiently manage your automation triggers with the ability to copy or delete them directly from your workflow canvas. These enhancements simplify the process of bui
How to Send AI-Generated Emails in Workflows
Using AI to Generate Emails in Workflows The CRM includes an AI-powered email generation tool that allows you to create professional, high-converting emails directly within your workflows. By simply d
Using AI to Generate Email Content in Workflows
Create professional, targeted emails in moments using the AI-powered feature within your CRM's workflow builder. This tool helps you automatically generate email content based on a simple description,
Managing Email Templates in Workflow Steps
Understanding Email Templates in Workflows Email templates allow you to automate communications within your CRM workflows while maintaining consistency. When you add a template to a Send Email action,
Workflow Trigger: Click to WhatsApp Ads & Facebook Page CTA
What Is the WhatsApp Workflow Trigger? The WhatsApp Workflow Trigger lets you automatically launch a workflow whenever a potential customer sends you a message by tapping a Click-to-WhatsApp ad or the
Using the Workflow Template Library
What is the Workflow Template Library? The Workflow Template Library is a collection of pre-built automation templates that help you quickly set up effective workflows in your CRM. Instead of building
Using WhatsAppV2 Actions in Workflows
What Are WhatsAppV2 Actions? WhatsAppV2 Actions are advanced automation tools within your CRM that enable you to send and manage WhatsApp messages directly from workflows. This updated version introdu
Using the AI Assistant in Workflow Builder
What is the AI Assistant in Workflow Builder? The AI Assistant is a built-in help feature within the CRM's Workflow Builder that provides real-time, contextual guidance as you create and configure aut
Workflow Action - Send Recurring Invoice
Automate Recurring Billing with Workflows Streamline your subscription services, membership fees, or ongoing client payments by using the Send Recurring Invoice action within your CRM workflows. This
Automate Actions When a Coupon Code is Applied
Understanding the Coupon Code Applied Trigger The Coupon Code Applied trigger starts a workflow the instant a customer enters and applies a discount code during the checkout process. This automation a
Using the Coupon Code Expired Workflow Trigger
What Is the Coupon Code Expired Trigger? The Coupon Code Expired trigger is an automation tool that activates a workflow the moment a coupon code in your CRM passes its scheduled expiration date and b
Workflow Trigger - Coupon Redemption Limit Reached
Automate Actions When a Coupon Hits Its Redemption Cap Use the Coupon Redemption Limit Reached trigger to automatically start a workflow the moment a coupon code is used for the final time, reaching i
Using the AI Decision Maker in Workflows
What Is the AI Decision Maker? The AI Decision Maker is a powerful workflow action that uses artificial intelligence to automatically route contacts through different paths based on criteria you defin
Automate Actions with the Coupon Code Redeemed Workflow Trigger
What Is the Coupon Code Redeemed Workflow Trigger? The Coupon Code Redeemed workflow trigger activates when a customer successfully redeems a coupon code during a finalized and paid transaction. This
Workflow Trigger and Action: Google Contact
Automate Your CRM with Google Contacts Streamline your customer management by linking your CRM workflows directly to Google Contacts. This native integration enables you to automate the creation, upda
Managing Premium Features for Workflows
About Workflow Premium Features Workflow Premium Features unlock advanced automation capabilities within your CRM, allowing you to integrate with external services like Google Sheets and Slack, use cu
Connect Airtable to CRM Workflows
What is the Airtable Integration in CRM Workflows? The native Airtable integration allows you to automate data synchronization between Airtable and your CRM through workflow triggers and actions. You
Installing Marketplace Apps Directly from the Workflow Builder
You can now discover and install marketplace applications directly from within the Workflow Builder interface, eliminating the need to navigate to a separate marketplace section. This integrated appro
Streamlined Workflow and Template Management with Snapshots
Overview Managing templates and workflows across different locations in your CRM has been simplified. When you take a snapshot of workflows and templates from a source location and apply it to a targe
Using the AI Summarize Workflow Action
AI Summarize Workflow Action The AI Summarize action automatically creates a concise summary of a longer piece of text. This is useful for condensing information like customer feedback, meeting notes,
Automate Badge Issuance Using Workflows
Overview Badges provide a simple and visual method to acknowledge achievements, progress, and engagement within your CRM. Although a dedicated badge-issuing feature is in development, you can start au
Copy Workflow Actions Across Workflows
Save time and maintain consistency in your automation by copying actions or entire action blocks from one workflow to another within the same sub-account. This feature eliminates repetitive setup and
Using the Sync Edit Checkbox for Email Actions in Workflows
About the Sync Edit Checkbox The Sync Edit checkbox gives you control over how changes to email content in your workflows interact with the original email templates. When you add an email action to a
How to Set Up and Use Trigger Links in WhatsApp Templates
What is a Trigger Link in WhatsApp Templates? A Trigger Link in your CRM is a special, trackable link that you can embed within a WhatsApp message template. When a contact clicks this link, either fro
Using Basecamp with CRM Workflows
Connecting Basecamp to Your CRM Workflows Integrate Basecamp with your CRM to automate project creation, task management, and team communication in real time. This guide explains how to use Basecamp t
Using Typeform with CRM Workflows
Introduction The Typeform integration connects your CRM workflows with Typeform's interactive form platform. This powerful connection allows you to automate processes between form submissions and your
Remove Associated Records from Workflow Action
Overview The Remove Associated Records from Workflow action is available in Contact-based, Company-based, and Custom Object-based workflows. This action automatically removes records associated with t
Using the Add Associated Records to Workflow Action
Overview The Add Associated Records to Workflow action is a powerful tool for automating processes across your data. It allows you to enroll multiple related records into a workflow automatically, bas
Using the Find Object Record and Find Company Actions
Overview The Find Object Record action allows you to search your CRM for a specific custom object record using data from an Inbound Webhook trigger. You can map fields from the webhook payload to the
Automating Project Management with Asana in Workflows
Connect your CRM's Workflows with Asana to streamline your project management. This built-in integration allows you to automatically create and update Asana tasks, trigger workflows from events in Asa
Workflow Trigger - Company Changed
Overview The Company Changed trigger initiates a workflow whenever specific fields in a Company record are modified. This enables you to create automations that respond immediately to updates in compa
Using the Updated Email Action in Workflows
Overview The Email Action within Workflows has been updated with a new, modern interface. This redesign brings a consistent and streamlined experience for composing, customizing, and analyzing your em
Using the Update Company or Associated Contact Workflow Action
Overview The Update Company or Associated Contact action enables you to automatically modify details for either a Company record or a contact associated with that company within a workflow. This funct
Using the Create Company or Associated Contact Workflow Action
Overview The Create Company or Associated Contact workflow action is a powerful automation tool for building and organizing your CRM. It allows you to automatically generate new Company records or cre
Create and Associate Company Workflow Action
Overview The Create and Associate Company action enables you to automatically generate a new Company record within your CRM and link it directly to the Contact that initiated the workflow. This automa
Workflow Action - Update Associated Company
Overview The Update Associated Company action enables you to automatically modify the details of the Company record linked to a Contact within a Contact-based workflow. This action ensures that compan
Automate Actions with the Company Created Workflow Trigger
Overview The Company Created trigger allows you to initiate a workflow automatically whenever a new company is added to your CRM. This trigger activates regardless of how the company record is created
Workflow Action - Clear Associated Company Fields
Overview The Clear Associated Company Fields action enables you to automatically reset or remove field values from the Company record linked to a Contact within a workflow. This is useful for maintain
Using the Clear Fields Action in Company Workflows
Overview The Clear Fields of Company or Associated Contact action is a powerful tool for data management within your CRM. When used in a workflow that is triggered by a company record, this action all
Workflow Trigger - Transcript Generated
What Is the Transcript Generated Trigger? The Transcript Generated trigger allows you to automate actions immediately after a call transcript becomes available in your CRM. This trigger activates work
Understanding Workflow Trigger Performance and Logic
Overview of Trigger Narration and Statistics Within the Workflow Builder, you can access detailed insights into the logic and performance of your workflow triggers. Two key features—Trigger Narration
Advanced Builder for Workflows
What is the Advanced Builder? The Advanced Builder is a powerful, visual workspace for designing and managing your CRM's automations. It provides a freeform canvas where you can construct complex work
Workflow Version History and Restoration
What is Workflow Version History? Workflow Version History is a built-in feature that automatically tracks every saved state of your automation. It records each editor's name, the exact timestamp, and
Using the Workflow Scheduler Trigger
What is the Workflow Scheduler Trigger? The Workflow Scheduler Trigger is a built-in automation tool that starts a workflow at specific, pre-defined times without requiring any contact to be involved.
Using Undo,Redo and Recent Changes in the Workflow Builder
Overview of Undo, Redo, and Recent Changes When building or editing a workflow in your CRM, you can experiment freely with the knowledge that you can easily reverse your steps. The Workflow Builder in
Using Typeform with CRM Workflows
Connecting Typeform to Your CRM Integrate Typeform with your CRM to automate the capture of leads, survey responses, and customer feedback as soon as they are submitted. This guide explains how to use
Direct Trigger Routing in Advanced Workflows
About Direct Trigger Routing Direct trigger routing allows you to define a specific starting point within a workflow for each trigger. Instead of every trigger beginning at the first action, you can c
Automating for B2B Accounts with Company Workflows
Introduction to Company Workflows Company workflows allow you to build automations that are triggered by and act upon entire Company records in your CRM. This is essential for B2B scenarios where you
Using the Workflow Switcher in Advanced Builder
What Is the Workflow Switcher? The Workflow Switcher is a navigation tool located within the Advanced Builder. It allows you to quickly search for and open other automations in your CRM. When you sele
Using Keyboard Shortcuts in Workflow Builder
Boost Your Workflow Building Speed with Keyboard Shortcuts Speed up your automation design by using keyboard shortcuts within the CRM's Advanced Workflow Builder. These shortcuts let you perform commo
Pause Workflow Actions
What are Pause Workflow Actions? Pause Workflow Actions is a feature that allows you to temporarily disable any individual action within a workflow without deleting it or disrupting its connections. T
Using Independent Branches in the Advanced Workflow Builder
Understanding Independent Branches In the Advanced Workflow Builder, you can create independent branches, also known as delinked nodes. These are separate clusters of actions that exist on your workfl
Custom Object and Company Based Workflow Actions & Triggers
Understanding Custom Object and Company Based Workflow Actions & Triggers Your CRM's workflow system includes powerful actions and triggers that operate across Contacts, Companies, and Custom Objects.
Workflow Overview Dashboard
The Workflow Overview Dashboard provides a centralized, real-time view of your CRM's automation performance. This single screen consolidates key metrics, allowing you to monitor the health and activit
Managing Call Responses in Workflows: Stop on Response and Disable Voicemail Detect
Understanding Workflow Call Behavior Two settings in your CRM work together to determine how automated phone calls from a workflow interact with your contacts: the workflow-level Stop on Response sett
Automatically Add Appointment Dates to Contracts
When clients book services like consultations or sessions, you may need to automatically send contracts that include their specific appointment date. This article explains how to set up a workflow tha
Workflow Trigger – Service Booking (Services v2)
What is the Service Booking Workflow Trigger? The Service Booking trigger is a powerful automation tool that activates a workflow when a complete service booking is created or modified. A single booki
Using Bulk Actions to Manage Multiple Workflows and Folders
What Are Bulk Actions? Bulk Actions allow you to select multiple workflows or folders from the list view and perform common operations on them simultaneously. Instead of handling each item individuall
Using Google Forms with CRM Workflows
What is Google Forms in CRM Workflows? Google Forms integration with CRM Workflows enables you to automate business processes based on form submissions. This connection allows Google Forms to either t
Configuring the Default Workflow Builder View
Overview You can establish a standard starting point for your team by selecting which workflow builder interface—Standard or Advanced—opens by default when creating new automations. This article expla
Workflow Action: Generate Response with OpenRouter
Automate AI-Powered Responses in Your Workflows The Generate Response action enables your CRM workflows to leverage advanced AI models through the OpenRouter integration. This allows you to automatica
Setting Up an Abandoned Checkout Workflow Trigger for E-commerce
What Is the Abandoned Checkout Trigger? The Abandoned Checkout trigger activates when a customer adds items to their cart, provides a valid email address, but does not complete their purchase within a
Using Manus Actions and Triggers in CRM Workflows
What Are Manus Actions and Triggers? Manus is a task-based AI system that enables structured AI workflows directly within your CRM. Each task begins with a prompt, processes AI logic, and returns an o
Using VAPI Actions and Triggers in CRM Workflows
Introduction to VAPI in CRM Workflows VAPI (Voice AI Platform Integration) enables your CRM workflows to automate AI-powered voice calls, chat sessions, and file handling without relying on third-part
Using the Product Review Submitted Workflow Trigger
Understanding the Product Review Submitted Trigger When a customer submits a review for a product in your CRM's online store, it creates an opportunity for immediate follow-up. The Product Review Subm
Automating Post-Purchase Follow-Up with the Order Fulfilled Workflow Trigger
Introduction The Order Fulfilled workflow trigger allows you to automatically start a sequence of actions the moment a customer's order is shipped. This trigger works for orders fulfilled within your
Using the Generate Marketing Audit Report Workflow Action
About the Generate Marketing Audit Report Action This workflow action automatically creates a detailed Marketing Audit Report for a contact whenever they enter your workflow. By analyzing the business
Using the Invoke AI Agent Workflow Action
Overview The Invoke AI Agent action connects your CRM’s automation workflows with its AI agent system. It allows a workflow to send data to a pre-built AI agent, process the agent's response, and then
Voice Dictation in AI Builder and Assistant
Create and modify workflows using your voice instead of typing. Voice Dictation in the AI Builder and AI Assistant lets you speak your automation ideas, and the CRM will convert them into structured w
Automating Responses to Chat Widget Replies with Workflows
Overview This article explains how to set up automated workflows that trigger when a customer replies through an All-in-One Chat widget. You will learn how to configure the trigger, apply filters to t
Understanding AI-Powered Field Tooltips in Workflows
What Are AI-Powered Field Tooltips? AI-Powered Field Tooltips provide intelligent, contextual assistance directly within the fields of the Workflow Builder. When you encounter a setting you're unsure
Using Fathom Actions and Triggers in Workflows
What are Fathom Actions and Triggers in Workflows? Fathom Actions and Triggers enable you to integrate your Fathom meeting data directly into your CRM workflows. This integration allows you to automat
Using the AI Agent Workflow Action
What is the AI Agent Workflow Action? The AI Agent is a premium action that can plan and execute multi-step tasks within a workflow. Instead of manually building a sequence of individual actions, you
Apify Integration: Actions and Triggers in Workflows
What Are Apify Actions and Triggers in Workflows? The Apify integration connects your CRM workflows with the Apify platform, enabling you to automate data scraping, execute actors, and incorporate str
Using the Inbound Email Workflow Trigger
Automate Actions for Incoming Emails The Inbound Email workflow trigger activates an automation whenever an email arrives in one of your connected mailboxes. This powerful tool allows you to automatic
Using the Associate Records Workflow Action
Overview The Associate Records workflow action enables you to automatically link records within your CRM by matching specific field values. This powerful feature can create connections between Contact
Using Find & Replace in Workflow Builder
What Is Find & Replace in Workflow Builder? Find & Replace is a powerful tool within the CRM’s Workflow Builder that allows you to quickly search for and update specific elements—such as custom values
Using the Workflow Switcher in CRM
What is the Workflow Switcher? The Workflow Switcher is a navigation tool within the CRM that lets you manage your automation workflows efficiently. It allows you to search for, open, create, duplicat
Using Mistral AI in Workflows
What is Mistral AI in Workflows? Mistral AI actions in Workflows enable you to incorporate advanced artificial intelligence capabilities directly into your CRM automations. This integration allows you
Automate Marketing Audit Reports in Workflows
What is Marketing Audit Report Automation? Marketing Audit Report Automation lets you automatically create a detailed marketing analysis for a contact and use that report in your automated communicati
Cal.com: Workflow Actions & Triggers
What are Cal.com Actions & Triggers in Workflows? Cal.com Actions & Triggers in Workflows allow you to connect your scheduling activity directly to your CRM's automation engine. This integration enabl
Automate Product and Customer Workflows with Linear
Connecting Your CRM to Linear The Linear integration for CRM workflows allows you to seamlessly connect your customer-facing activities with your product and engineering work. Linear is an issue track
Using the AI Extract Data Workflow Action
What Is the AI Extract Data Workflow Action? The AI Extract Data action is a powerful tool within your CRM's workflow system that automatically identifies and pulls specific pieces of information from
Using Klaviyo Triggers and Actions in Workflows
Overview The Klaviyo integration allows your CRM workflows to interact directly with Klaviyo, a marketing automation platform. This connection enables workflows to trigger based on Klaviyo events and
Using Browse AI with Workflows
Overview Browse AI is a service that allows you to automatically extract data from websites without writing code. Its core components are Robots, which are configured to scrape specific data, and Task
Test Action for Integration Steps
Overview The Test Action feature allows you to validate integration steps directly within the Workflow Builder. By clicking the Test Action button on any external application action, you can execute a
Using Housecall Pro with CRM Workflows
Overview The Housecall Pro integration connects your field service management platform to your CRM's automation engine. This allows you to build workflows that automatically respond to events in House
Calendly Integration: Workflow Actions and Triggers
Overview The Calendly integration allows your CRM to respond automatically to scheduling events and create new meetings directly from workflows. Calendly is a scheduling platform that manages appointm
Using Jira Triggers and Actions in Workflows
What is the Jira Integration? The Jira integration connects your CRM workflows directly to Jira Cloud, enabling seamless data exchange between customer-facing automations and your issue management sys
How to Extract Structured Data from Emails Using AI
Understanding AI Email Data Extraction When leads or customers send information via email, that data often arrives as unstructured text that doesn't fit neatly into your CRM fields. Manually copying n
Configure External Tool Access for AI Agents
Extend AI Agent Capabilities with External Tools Within your CRM's workflow builder, AI Agents can be connected to external services that support the Model Context Protocol (MCP). This allows your aut
Workflow Trigger - User Replied
What is the User Replied Trigger? The User Replied trigger activates a workflow whenever a member of your team sends a message to a contact from the conversation view. This trigger captures both new o
Automating Responses to Client Portal File Uploads
The Client Portal File Uploaded workflow trigger automates your response when a contact submits a file through the Shared Documents section of your Client Portal. This feature eliminates the need for
Integrating Todoist with CRM Workflows
Overview Todoist is a popular task management tool that helps individuals and teams organize their work into projects, sections, and tasks. It includes features like labels, priorities, due dates, and
Automatically Enable Email Do Not Disturb for Bounced Emails
Why Automatically Enable Email DND for Bounced Emails When an email bounces, it indicates the address is either temporarily or permanently unreachable. Continuing to send emails to these addresses can
Automate Community Engagement with Workflow Triggers
What Are Community Workflow Triggers? Community workflow triggers allow you to automate responses to specific activities within your CRM's community groups. These triggers activate workflows when memb