Automation

Survey Submitted Trigger Survey Submitted Trigger Summary: The Survey Submitted trigger is designed for specific actions after a lead submits a survey. The Survey Submitted trigger is designed for specific actions after

Task Added Trigger Task Added Trigger Summary: The Task Added trigger is utilized when there are one or more actions to be carried out after a task is created in the system. The Task Added trigger is utilized when there

Task Completed Trigger Task Completed Trigger Summary: Quick Tutorial on the Task Completed Trigger The Task Completed Trigger will start your workflow when a task is marked as completed by a user. This is compatible wit

Task Reminder Trigger Task Reminder Trigger Summary: The Task Reminder workflow trigger will allow you to trigger a workflow based on a task that has been created previously in your CRM. The Task Reminder workflow trigge

Text Formatter Action Text Formatter Action Summary: Quickly fix the text format of any field with this action. Data comes in many forms, sometimes in numbers, sometimes in checkboxes that your customers selected, and so

TikTok Lead Form Submitted Trigger TikTok Lead Form Submitted Trigger Summary: The TikTok Form Submitted trigger will run your workflow when a TikTok Lead Form has been submitted. The TikTok Form Submitted trigger will r

Trigger Link Clicked Trigger Trigger Link Clicked Trigger Summary: The Trigger Link Clicked automation is designed to automate actions after a customer clicks on a trigger link. The Trigger Link Clicked automation is des

Troubleshooting Webhooks in Automation Troubleshooting Webhooks in Automation Summary: Common Issues and Solutions Related to Webhooks in Automation When using webhooks to import affiliate sign-up information into your C

Understanding and Preventing Race Conditions Understanding and Preventing Race Conditions Summary: By the end of this article, you will be able to identify the common causes and examples of Race Conditions and how to pre

Understanding Automation Understanding Automation Summary: By the end of this guide, you'll see how CRM automation can make your marketing and sales processes way better. In your CRM the automation feature is the technol

Update an Associated Record Action Update an Associated Record Action Summary: The Update an Associated Record action allows you to modify specific fields of a custom object associated with a contact. The Update an Assoc

Update Appointment Status Update Appointment Status Summary: The Update Appointment Status workflow action allows users to change the status of an appointment. The Update Appointment Status workflow action allows users t

Update Contact Field Action Update Contact Field Action Summary: The Update Contact Field workflow action empowers users with the ability to modify a particular field within a contact's record. The Update Contact Field w

Update Conversation AI Bot and Status Action Update Conversation AI Bot and Status Action Summary: The "Update Conversation AI Bot and Status" action streamlines workflows by automating bot assignments and statuses, ensu

Update Custom Object or Associated Record Action Update Custom Object or Associated Record Action Summary: The Update Custom Object or Associated Record action allows you to update an existing Object or associated object

Update Custom Value Action Update Custom Value Action Summary: The Update Custom Value Action is a great way to update custom values, enabling businesses to manage data more effectively and drive actionable insights. The

User Login Trigger User Login Trigger Summary: The User Login trigger initiates the specified workflow when a user signs in to their membership account. This User Login workflow will be activated each time a user logs in

Video Tracking Trigger Video Tracking Trigger Summary: The accuracy of the video tracking depends on whether or not you have turned off the progress bar. A video needs to be encoded for it to show up in the filters for a

Voicemail Action Voicemail Action Summary: The Voicemail action sends a pre-recorded voicemail file to the contact. The Voicemail action lets you send pre-recorded voicemail messages directly to your contacts, adding a p

Wait Event Action Wait Event Action Summary: Wait is a unique type of workflow action designed to pause the contact at a specific step in the workflow until a desired condition is met. Wait is a unique type of workflow a

Webhook Action Webhook Action Summary: Webhooks can capture and export data, such as form submissions or customer interactions, to other software tools or databases. Webhooks can capture and export data, such as form sub

WhatsApp Action WhatsApp Action Summary: The WhatsApp Send Message action allows for automatic message delivery via WhatsApp, triggered by workflow events. You can send either free-form messages within the 24-hour messag

WhatsApp Customer Service Window Check Action WhatsApp: Customer Service Window Check Action Summary: In this article, we will explore how the WhatsApp: Customer Service Window Check condition can be leveraged to create

WhatsApp Delivery Status in Workflows WhatsApp Delivery Status in Workflows Summary: How to use WhatsApp Delivery Status in Workflows Chatting through WhatsApp allows you to communicate with your clients in real-time. It