Automation

Product Started Trigger Product Started Trigger Summary: To configure the Product Started trigger, users are advised to click on the Add New Workflow Trigger button and choose the Product Started option from the availabl

Products Access Removed Trigger Products Access Removed Trigger Summary: The Product Access Removed trigger initiates a workflow when a customer's access to a specific product has been revoked. The Product Access Removed

Quiz Submitted Trigger Quiz Submitted Trigger Summary: The Quiz Submission Trigger automates actions based on quiz results, turning responses into actionable insights. Set up workflows to send feedback, segment users, or

Recovering Lost Sales with an Abandoned Cart Automation Recovering Lost Sales with an Abandoned Cart Automation Summary: Learn how to use your CRM to set up automated spam filtering for Facebook Messenger. This step-by-s

Remove Assigned User Action Remove Assigned User Action Summary: The Remove Assigned User workflow action will remove an assigned user from a contact. The Remove Assigned User workflow action streamlines your processes b

Remove Contact Tag Action Remove Contact Tag Action Summary: By employing the Remove Contact Tag workflow action, you have the capability to delete tags associated with a contact upon executing the workflow. Tags allow y

Remove From Workflow Action Remove From Workflow Action Summary: This action allows you to remove contacts from any workflows Workflows allow you to streamline your processes and maintain contacts engaged with your busin

Remove Opportunity Action Remove Opportunity Action Summary: The Remove Opportunity action serves the purpose of eliminating an opportunity associated with contacts. The Remove Opportunity action serves the purpose of el

Revoke Private Channel Access Action Revoke Private Channel Access Action Summary: This action allows you to automate the removal of users from private channels, ensuring accurate and timely access control. If you would

Send Email Action Send Email Action Summary: Utilize this action to send emails triggered by certain events to cut down on day-to-day manual actions. The Send Email workflow action will enable you to send an outbound ema

Send Estimates Action Send Estimates Action Summary: The Send Estimate action enables you to automatically send personalized estimates to your customers in response to specific events, such as the creation of opportuniti

Send Internal Notification Action Send Internal Notification Action Summary: This feature allows you to send internal notifications to team members when specific events, such as the submission of a new lead form, are tri

Send Review Request Action Send Review Request Action Summary: Follow the steps in this guide to add the Send Review Request action to your workflow. Collecting feedback through reviews is essential for understanding cus

Send SMS Action Send SMS Action Summary: The Send SMS workflow action will send a text message to the customer when the workflow is triggered. The Send SMS workflow action allows you to send automated text messages to yo

Set Contact DND Action Set Contact DND Action Summary: To enable the Do-Not-Disturb (DND) function for a specific contact, users are advised to opt for the Set Contact DND workflow action. To enable the Do-Not-Disturb (D

Setting Up Automated Payments Through Stripe Integration Setting Up Automated Payments Through Stripe Integration Summary: Unlocking the Power of Automated Payments Managing payments manually can be time-consuming and pr

Settings in Workflow Builder Settings in Workflow Builder Summary: The settings tab within workflows gives you the opportunity to configure your workflow communication, contact and conversation preferences. The settings

Shopify Triggers Shopify Triggers Summary: As you create workflows and incorporate workflow triggers, you'll discover a category referred to as Shopify Triggers. As you create workflows and incorporate workflow triggers,

Smart Lists for Workflows Smart Lists for Workflows Summary: The Smart List feature in Workflows helps you organize your workflows based on specific criteria. Efficient workflow management is essential for optimizing bus

Smart Push Notification Action Smart Push Notification Action Summary: Push notifications are a powerful tool to engage your audience, deliver timely updates, and drive action. With Smart Push Notifications, you can crea

Split Action Split Action Summary: By the end of this guide, you'll know how to use Workflow Split Testing to help your business stand out and succeed. Split Testing, also known as A/B testing, allows you to compare diff

Stale Opportunities Trigger Stale Opportunities Trigger Symmary: If you have an extensive contact list which has a number of contacts that are older and have gone stale, you can reignite them by using the "Stale Opportun

Stripe One Time Charge Action Stripe One Time Charge Action Summary: To trigger a charge in Stripe for a set amount to a particular customer in the user's Stripe account, select the Stripe One Time Charge workflow action

Subscription & Return Triggers Subscription & Return Triggers Summary: How to use Subscription & Return Triggers Subscriptions and refunds are two big tells of how a customer's journey is going, they may be the perfect p