Automation

Category Started Trigger Category Started Trigger Summary: The Category Started workflow trigger is activated when a contact begins a new category in a membership product. The Category Started workflow trigger is activat

Certificates Issued Trigger Certificates Issued Trigger Summary: How to use the Certificates Issued trigger The best indicator that a customer has finished one of your products is when a certificate for it is issued. Thi

Clear Fields of an Associated Record Action Clear Fields of an Associated Record Action Summary: The Clear Fields of an Associated Record action allows for the reset of specific fields within a custom object associated w

Clear Fields of Custom Object or Associated Record Action Clear Fields of Custom Object or Associated Record Action Summary: The Clear Fields of Object or Associated Record action enables you to clear temporary Notes and

Community Group Member Leaderboard Level Changed Trigger Community Group Member Leaderboard Level Changed Trigger Summary: Managing your Community's Gamification ensures your members have a sense of purpose and encourage

Contact Changed Trigger Contact Changed Trigger Summary: This allows you to cause something to happen when something is changed on a contact record. It is fairly limited but still useful. The Contact Changed workflow tri

Contact Created Trigger Contact Created Trigger Summary: This allows you to cause something to happen when a contact record is created. It is fairly limited but still useful. The Contact Created trigger enables workflows

Contact DND Trigger Contact DND Trigger Summary: This trigger can be used to sense either when a dnd status is changed or when it is changed to a particular setting. The Contact DND (Do Not Disturb) trigger enables workf

Contact Engagement Score Trigger Contact Engagement Score Trigger Summary: Use the level of engagement of your contacts to market to the more efficiently The Contact Engagement score gives a numerical value to the level

Contact Tag Trigger Contact Tag Trigger Summary: This start a workflow when a contact tag is added or removed. Allowing for the full range of actions to applied based on this simple change. The Contact Tag workflow activ

Contact Triggers Overview Contact Triggers Overview Summary: Workflow triggers are similar to conditional statements which allow you to automate repetitive tasks. These can be used to perform actions inside of your platf

Content AI Image Content AI Image Summary: Content AI Image feature is instrumental for businesses in monitoring their content production. Managing your brand's visual identity just got easier! The Content AI - Image fea

Content AI Text Content AI Text Summary: Content AI Text helps you check the generated content along with variations. It is very useful in keeping track of businesses' content. Creating and managing content efficiently i

Conversation AI Action Conversation AI Action Summary: The "Conversation AI" action allows you to ask questions, handle conditional responses, and customize the bot’s personality and instructions.This article outlines th

Course Grant Offer Action Course Grant Offer Action Summary: The Course Grant Offer action is designed to provide access to a course. The Course Grant Offer action is designed to provide access to a course after a contac

Course Revoke Offer Action Course Revoke Offer Action Summary: The Course Revoke Offer workflow action allows you to remove a contact's access from a particular course product. The Course Revoke Offer workflow action all

Courses Triggers Courses Triggers Summary: Within this category, you will find various triggers, including those related to category and lesson progress. ​When creating workflows and adding triggers, you will encounter a

Create a Workflow with the Task Completed Trigger Create a Workflow with the Task Completed Trigger Summary: By the end of this guide, you'll be ready to use task completion triggers to streamline your work and make sure

Create an Associated Record Action Create an Associated Record Action Summary: The "Create an Associated Record" action allows you to seamlessly create new custom object records and associate them with a specific contact

Create an Automation After A Purchase is Complete Create an Automation After A Purchase is Complete Summary: Enhancing Customer Experience with Automation After Purchase Customer satisfaction doesn't end at the checkout.

Create Appointment Note Action Create Appointment Note Action Summary: This guide explains how to set up automated notes using triggers, dynamic content, and seamless integration. Manually adding notes to appointments ca

Create Custom Object or Associated Record Action Create Custom Object or Associated Record Action Summary: The Create Object or Associated Record action allows you to generate a new Object record or create an associated

Create New Workflow Create New Workflow Summary: Creating workflows are a key factor when it comes to managing important processes. Workflows are essential tools for managing and automating key processes in your CRM, ens

CreateUpdate Opportunity Action Create/Update Opportunity Action Summary: The Create/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select. The Cre