Workflows

Getting Started w/ Workflows

20 artículos →
Introduction to Workflows and Automations
Workflow Notes, Action Notes & Sticky Notes
Workflows Pro Plan - New Pricing Tiers
Comprehensive workflow stats
Workflows - Advanced Filters & Smart List
Ver los 15 artículos restantes →

View all 38

20 artículos →
Introduction to Workflows and Automations
Workflow Notes, Action Notes & Sticky Notes
Workflows Pro Plan - New Pricing Tiers
Comprehensive workflow stats
Workflows - Advanced Filters & Smart List
Ver los 15 artículos restantes →

Workflow Builder

20 artículos →
Create Task Event In Campaigns
Workflow Trigger - Contact Tag
Workflow Action - Edit Conversation
Workflow Action - Update Contact Field
Workflow Action - Update Contact Field - Date type field
Ver los 15 artículos restantes →

View all 58

20 artículos →
Create Task Event In Campaigns
Workflow Trigger - Contact Tag
Workflow Action - Edit Conversation
Workflow Action - Update Contact Field
Workflow Action - Update Contact Field - Date type field
Ver los 15 artículos restantes →

Workflow Triggers

7 artículos →
Triggers - Overview
Duplicating Triggers
Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)
Send Contact Info To Google Sheets Via Webhooks & Zapier
Workflow Trigger - Exact Match & Contains Phrase
Ver los 2 artículos restantes →

CRM Workflow Triggers

0 artículos →

Events Workflow Triggers

5 artículos →
Workflow Trigger - Form Submitted
Workflow Trigger - Call Status
Workflow Trigger - Customer Replied
Workflow Trigger - Email Events
Workflow Trigger - Inbound Email

Appointments Workflow Triggers

2 artículos →
Workflow Trigger - Appointment Status
Workflow Trigger - Customer Booked Appointment

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7 artículos →
Triggers - Overview
Duplicating Triggers
Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)
Send Contact Info To Google Sheets Via Webhooks & Zapier
Workflow Trigger - Exact Match & Contains Phrase
Ver los 2 artículos restantes →

Workflow Actions

5 artículos →
Workflow Action - Goal Event
Workflow Action - Dare/Time Formatter
Workflow Action - Number Formatter
Conversation AI Post-Appointment Booking Actions
How to send Email using AI in Workflows

CRM Workflow Actions

4 artículos →
Workflow Action – Find Object Record / Find Company
Workflow Action – Remove Associated Records from Workflow
Workflow Action – Add Associated Records to Workflow
Custom Object and Company Based Workflow Actions & Triggers

Communication Workflow Actions

19 artículos →
Workflow Action - Send Email
Workflow Action - Send SMS
Workflow Action - Internal Notification
Workflow Action - Edit Conversation
Workflow Action - Slack Message
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Send Data Workflow Actions

1 artículos →
Workflow Action - Update Custom Values

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5 artículos →
Workflow Action - Goal Event
Workflow Action - Dare/Time Formatter
Workflow Action - Number Formatter
Conversation AI Post-Appointment Booking Actions
How to send Email using AI in Workflows

Developer Resources

4 artículos →
Workflow Trigger - Video Tracking
Workflow Trigger - Inbound Webhook
Workflow Trigger - Number Validation
Interactive Voice Response (IVR) Guide - Triggers & Actions

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4 artículos →
Workflow Trigger - Video Tracking
Workflow Trigger - Inbound Webhook
Workflow Trigger - Number Validation
Interactive Voice Response (IVR) Guide - Triggers & Actions

Troubleshooting Workflows

1 artículos →
Facebook Conversion API Workflow Trigger Not Working

Unpublished Articles

2 artículos →
Split Action
Text Formatter - How to format text the way you want

Workflow Recipes

3 artículos →
Workflow Recipes - Instagram Comment Automation
Workflow Recipes - Facebook comments + Workflow AI
Workflow Recipes - Facebook Comment Automation