Automation

A Simple Calendar Workflow A Simple Calendar Workflow Summary: How to build a simple calendar workflow Calendar workflows are generally designed to automatically send communications to clients following a change in their

Abandoned Checkout Trigger Abandoned Checkout Trigger Summary: The Abandoned Checkout trigger is designed to connect with customers who have spent a significant time browsing products on your website. The Abandoned Check

Add Contact Tag Action Add Contact Tag Action Summary: The Add Contact Tag workflow action will add tags to a contact when the workflow is run. Tags help keep your contacts organized and enable more efficient segmentatio

Add Leads Under an Affiliate Action Add Leads Under an Affiliate Action Summary: How to use the workflow action "Add Leads under an Affiliate" We all know the regular affiliate model, you give them a link, they get you a

Add Manual Sales For An Affiliate Action Add Manual Sales For An Affiliate Action Summary: The "Add Manual Sales For An Affiliate" action streamlines the commission process for your affiliates by automating the calculati

Add Task Action Add Task Action Summary: The Add Task workflow action in your CRM enables users to assign a task to themselves or their team members. The Add Task workflow action in your CRM enables users to assign a tas

Add To Google Adwords Add To Google Adwords Summary: Conversion data is typically recorded in Google Ads (formerly AdWords) and is sent to the platform using the "Add To Google AdWords" action within a workflow. When run

Add To Google Analytics Action Add To Google Analytics Action Summary: The "Google Analytics" action enables the firing of custom events within your Google Analytics (GA) account. The "Google Analytics" action enables th

Add To Notes Action Add To Notes Action Summary: In order to Publish workflows, you will need to establish a workflow trigger and a workflow action. With the Add to Notes workflow action, you can add a note to the contac

Add To Workflow Action Add To Workflow Action Summary: In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Through the Add to Workflow action, users can add a contact to an

AddRemove Contact Followers Action Add/Remove Contact Followers Action Summary: Automate assigning followers to your contacts with this action. One of the most critical aspects of running a successful business is ensurin

Affiliate Enrolled In Campaign Trigger Affiliate Enrolled In Campaign Trigger Summary: The Affiliate Enrolled In Campaign trigger is designed to capture essential data points related to an affiliate's enrollment in a cam

Appointment Booking Conversation AI Bot Action Appointment Booking Conversation AI Bot Action Summary: The "Appointment Booking Conversation AI Bot" action is designed to automate the appointment booking process through

Appointment Status Trigger Appointment Status Trigger Summary: When you want to trigger a workflow based on a change of appointment status, simply use the appointment status trigger. The Appointment Status Trigger is des

Array Functions Premium Action Array Functions Premium Action Summary: Effectively managing array data within your workflow is crucial for seamless operations. With the Array Functions Premium Action, you can navigate an

Assign To User Action Assign To User Action Summary: In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publi

Automate Facebook & Instagram Comments Automate Facebook & Instagram Comments Summary: Tutorial on using Facebook & Instagram related actions on your workflows. One of the best ways to drive sales is social media engagem

Automating Phone Connections Between Team Members And Leads Automating Phone Connections Between Team Members And Leads Summary: By the end of this article, you'll know how to set up a system that makes sure your team me

Automating WhatsApp Messaging Automating WhatsApp Messaging Summary: By automating WhatsApp messaging, businesses can send timely and personalized messages, manage customer interactions more efficiently, and ensure consi

Birthday Reminder Trigger Birthday Reminder Trigger Summary: This trigger is great for adding that personal touch to your automated efforts within the software. The birthday reminder trigger is an automated feature desig

Builder Tab Builder Tab Summary: Builder Tab section allows you to create automated workflows triggered by tasks. Automation is the backbone of efficiency, and the Workflow Builder is your ultimate tool for creating seam

Call Action Call Action Summary: With the Call workflow action, if a contact is assigned to a user, this event will call the user and play a whisper message. With the Call workflow action, if a contact is assigned to a u

Call Status Trigger Call Status Trigger Summary: The Call Status trigger is a really interesting and underused trigger. With it, you can cause events to happen within your system such as send you a text when a call comes

Category Completed Category Completed Summary: The Category Completed workflow trigger is activated when a category within a membership product has been completed by a contact enrolled in the product. The Category Comple