Automation

Custom Code Action Custom Code Action Summary: This article serves as an introductory tutorial of how to use the Custom Code action in workflows There's a lot your workflows can do for you, from automating responses to h

Custom Date Reminder Trigger Custom Date Reminder Trigger Summary: The Custom Date Reminder trigger will trigger the workflow on a specific date that you have set up. The Custom Date Reminder trigger will start the workf

Custom Object Created Trigger Custom Object Created Trigger Summary: The Custom Object Created Trigger enables you to automate workflows associated with your custom objects whenever a new custom object is created. The Cu

Custom Objects Changed Trigger Custom Objects Changed Trigger Summary: The Custom Objects Changed trigger enables you to automate a process based on changes made to your Custom Objects. The Custom Objects Changed trigger

Customer Replied Customer Replied Summary: You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it. The "customer replied" workflow trig

Designing Effective Appointment Confirmation and Reminder Campaigns Designing Effective Appointment Confirmation and Reminder Campaigns Summary: By the end of this guide, you'll know how to design a workflow that automat

Documents and Contracts Trigger Documents and Contracts Trigger Summary: The Documents and Contracts trigger enables the automation of actions based on changes in the status of a document or contract, or when new documen

Drip Action Drip Action Summary: The Drip Action is designed to regulate the flow of contacts through a workflow, preventing the simultaneous execution of numerous steps. The Drip Action is designed to regulate the flow

Duplicating Conditional Branches Duplicating Conditional Branches Summary: By the end of this guide, you'll know how to make your CRM work better for your business, saving you time and making your processes clearer. Work

Edit Conversation Action Edit Conversation Action Summary: Select the Edit Conversation action to mark a Conversation as Read/Unread or Archive/Unarchive. The "Edit Conversation" action allows users to automate the proce

Eliza AI Appointment Booking Action Eliza AI Appointment Booking Action Summary: Do you wish you could have an assistant who could handle your appointment setting but lack the budget? With the "AI Appointment Booking Bot

Email Events Trigger Email Events Trigger Summary: The Email Event trigger is designed to initiate a workflow whenever a specific email event occurs. Email events capture valuable insights into how recipients engage with

End IVR Call Action End IVR Call Action Summary: The "End IVR Call" action allows you to terminate IVR calls within the workflow with a text message, a custom voice message, or abruptly, enhancing user experience and con

Enrollment History Tab Enrollment History Tab Summary: The Enrollment History Tab within workflows provides a list of contacts who have entered the selected workflow. The Enrollment History Tab within workflows provides

Estimates Trigger Estimates Trigger Summary: The Estimates trigger activates a workflow based on specific events related to estimates, making it valuable for automating follow-up actions, notifications, and responses tie

Event Start Date Action Event Start Date Action Summary: The Event Start Date field allows you to build automation around a specific date & time. The Set Event Start Date action allows you to define a specific day, date,

Execution Logs Tab Execution Logs Tab Summary: The Execution Logs Tab in Workflows provides an overview of every action customers take during the workflow process. The Execution Logs Tab in Workflows provides an overview

Facebook - Add To Custom Audience Facebook - Add To Custom Audience Summary: The Add to Custom Audience workflow action adds a contact to a particular custom audience on Facebook. The Add to Custom Audience workflow acti

Facebook - Remove From Custom Audience Action Facebook - Remove From Custom Audience Action Summary: The Remove from Custom Audience workflow action allows users to refine their Facebook audience by excluding specific co

Facebook Conversion API Action Facebook Conversion API Action Summary: Through the Facebook Conversions API workflow action, advertisers can transmit web events directly to Facebook from their servers. Through the Facebo

Facebook Conversion API Workflow Trigger Not Working Facebook Conversion API Workflow Trigger Not Working? Summary: If you're having problems with your Facebook Conversion API (CAPI) workflow not working as expected, don

Facebook Interactive Messenger Action Facebook Interactive Messenger Action Summary: The Facebook Interactive Messenger action allows you to send personalized messages to contacts via Facebook Messenger within 24 hours o

Facebook Lead Ads Automation Facebook Lead Ads Automation Summary: This article serves as both an informative resource and a practical training guide, offering step-by-step instructions on setting up a Facebook lead ad a

Facebook Lead Form Submitted Trigger Facebook Lead Form Submitted Trigger Summary: The Facebook Lead Form Submitted trigger will run your workflow when a Facebook form is submitted. The Facebook Lead Form Submitted trigg