Understanding Automation
By the end of this guide, you'll see how CRM automation can make your marketing and sales processes way better.
Workflows49
Workflows Overview
In this article we're going to give an overview of your platform’s workflow tab.
A Simple Calendar Workflow
How to build a simple calendar workflow
Builder Tab
Builder Tab section allows you to create automated workflows triggered by tasks.
Create New Workflow
Creating workflows are a key factor when it comes to managing important processes.
Settings in Workflow Builder
The settings tab within workflows gives you the opportunity to configure your workflow communication, contact and conversation preferences.
Manually Importing Facebook Leads Into a Workflow
Follow the steps outlined in this guide to download your lead data directly from Meta Business Suite.
How to Get a Conversion List for Google Ads in Workflows
In this guide, we'll show you how to set up conversion tracking in Google Ads
Workflow Loop Lockouts
By the end of this guide, you will understand workflow loop locks and know how to prevent them.
How to Use Automation for Lead Generation
Effectively Using Trigger Links and Custom Values
How To Notify Users When a Lead Is Added
By the end of this guide, you'll know exactly how to ensure your clients or team members are promptly informed about new leads, making your communication more efficient and letting you focus on other important tasks.
How to Display Form Submission Data in an Opportunity Card
Creating opportunities from form submissions is key to keeping your sales pipeline active and organized.
How To Create User Assigned Workflows
How to Create User-Assigned Workflows in Your CRM
How to Automate Community Management with Workflow Trigger and Actions
This article will walk you through setting up automatic systems that help you add new members as soon as they pay, send them welcome emails, and keep track of their membership status based on whether their payments go through or not.
How to Set Up an Automation for Live Chat
This article is your go-to resource for understanding how to use real-time chats to boost how you connect with customers.
How to Auto Mark Messages As Read in Automation
How to automatically mark messages as read in your CRM workflows
Create an Automation After A Purchase is Complete
Enhancing Customer Experience with Automation After Purchase
Power Dialer Workflow Setup & Tips
The Power Dialer is and why it's so helpful for managing lots of calls
How to Effectively Test Your Workflows
By the end of this guide, you'll be equipped to thoroughly test your workflows, ensuring they're ready to go and will achieve the impact you're aiming for.
Understanding and Preventing Race Conditions
By the end of this article, you will be able to identify the common causes and examples of Race Conditions and how to prevent them.
How to Rearrange Actions in Your Workflow Builder
You'll learn about what the Workflow Builder is and how it can automate a bunch of tasks based on certain triggers or conditions.
How to Automate Your Appointment Management
By the end of this guide, you'll be equipped with the know-how to use your CRM's features to streamline your appointment management process.
How to Create an SMS Campaign
This guide explores the strategic advantages of SMS opt-in campaigns, detailing how businesses can leverage them to offer discounts and cultivate a list of customers for ongoing communication.
Duplicating Conditional Branches
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.
Facebook Lead Ads Automation
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 and integrating it with a CRM for high-level automation.
How to Mark Calls as Completed
In this guide, we'll walk you through the steps to set up your system so that calls are automatically marked as completed.
Designing Effective Appointment Confirmation and Reminder Campaigns
By the end of this guide, you'll know how to design a workflow that automatically sends out confirmation and reminder messages to your clients, ensuring they're always in the loop about their upcoming appointments.
How to Create Automated Annual Messages in Workflows
By the end of this guide, you'll be all set to keep your members engaged with automatic, yearly updates, greetings, or reminders.
Automating Phone Connections Between Team Members And Leads
By the end of this article, you'll know how to set up a system that makes sure your team members can quickly connect with people interested in what they offer through an automatic phone call.
How to Utilize Positive Intent Triggers in Your Workflows
By the end of this guide, you'll be all set to use positive intent triggers to make your workflows more effective and engaging.
Mastering Workflow Recipes
This guide will teach you how to select a pre-made workflow template, customize it to fit your specific needs, and deploying it so you can enhance efficiency, improve customer engagement, and drive better business outcomes.
Implementing Double Opt-In System
Implementing a double opt-in system not only ensures compliance with data protection regulations but also verifies the accuracy of your leads' contact information, enhancing the quality of your communications.
How to Set Up an Automated Spam Filter for Facebook Messenger
Setting up Spam Filter
How to Implement CRM Page View for Tracking Lead Engagement Conversion Strategies
How to Track Funnel Page Views Using Workflow Automation
Setting Up Automated Payments Through Stripe Integration
Unlocking the Power of Automated Payments
Recovering Lost Sales with an Abandoned Cart Automation
Learn how to use your CRM to set up automated spam filtering for Facebook Messenger. This step-by-step guide helps you block unwanted messages and maintain a clutter-free inbox.
How to Integrate Your Campaigns Into Workflows
By the end of this guide, you'll know how to make your CRM work smarter, not harder, by integrating campaigns into workflows, customizing them to fit your needs, and ensuring they run smoothly to streamline your business processes.
How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows
Welcome to this easy-to-follow guide on how to link your courses or products with your sales funnel checkout smoothly using workflows!
How to Use Opportunity Custom Fields in the Event Start Date Action
This article will guide you through the process of using Opportunity Custom Fields within the Event Start Date Action, helping you optimize your operations and improve productivity.
Automating WhatsApp Messaging
By automating WhatsApp messaging, businesses can send timely and personalized messages, manage customer interactions more efficiently, and ensure consistent communication.
Automate Facebook & Instagram Comments
Tutorial on using Facebook & Instagram related actions on your workflows.
How to Restore Deleted Workflows
Restoring workflows is crucial for maintaining operational continuity and flexibility. This capability ensures that users can recover critical workflows that may have been accidentally deleted or removed, allowing them to swiftly resume their processes without having to recreate them from scratch.
Workflow Settings
By following this guide, you will learn how to leverage email notifications to maintain operational efficiency and minimize the risks associated with workflow disruptions.
How to Allow Multiple Opportunities in Workflows
In this guide, we will walk through how the Allow Multiple Opportunities toggle works, its benefits, and how to configure it for your workflows.
WhatsApp Workflow Statistics
WhatsApp messages have different available statuses that give you a deeper insight into when and how your customers are interacting with them. Let's look into what these statuses are and how to view them.
Workflow AI Assistant
Workflow AI is an assistant designed to support you in building, refining, and managing workflows within the platform.
Workflow Notes
Workflow Notes enable users to leave detailed notes and track important information within workflows.
Smart Lists for Workflows
The Smart List feature in Workflows helps you organize your workflows based on specific criteria.
How to Send WhatsApp Flows from Workflows
Sending WhatsApp Flows from Workflows
How to Check for Errors in Workflows
The Error Highlight and Error Resolution using AI feature significantly enhances the ease and efficiency of managing workflows.
Workflow Actions83
Manual Action To SMS
This article will show you how to set up a manual SMS action from start to finish.
Goal Event Action
In this article, we will cover Goal Events and how, and when to use them.
Event Start Date Action
The Event Start Date field allows you to build automation around a specific date & time.
Math Operation Action
In this article we will take a look at how to setup the Math Operation inside workflows.
If/Else Action
The If/Else step allows you to split a workflow journey into paths based on conditions.
Wait Event Action
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.
Go To Action
The workflow builder Go To event is an action that can be used to move a contact from one point in a workflow to any other step in the workflow.
Manual Action To Call
Manual call is a valuable tool to queue contacts that need to be called.
Assign To User Action
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
Add To Workflow Action
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove Assigned User Action
The Remove Assigned User workflow action will remove an assigned user from a contact.
Add To Notes Action
In order to Publish workflows, you will need to establish a workflow trigger and a workflow action.
Create/Update Opportunity Action
The Create/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select.
Remove Contact Tag Action
By employing the Remove Contact Tag workflow action, you have the capability to delete tags associated with a contact upon executing the workflow.
Add Contact Tag Action
The Add Contact Tag workflow action will add tags to a contact when the workflow is run.
Voicemail Action
The Voicemail action sends a pre-recorded voicemail file to the contact.
Messenger
The Messenger action in your workflow sends a message to your contacts via Facebook Messenger.
Instagram DM
This action sends an Instagram DM to the contact. To get started, click on the + icon and select Instagram DM.
Call Action
With the Call workflow action, if a contact is assigned to a user, this event will call the user and play a whisper message.
Send SMS Action
The Send SMS workflow action will send a text message to the customer when the workflow is triggered.
GPT Powered by OpenAI
GPT powered by OpenAI revolutionizes your workflow by integrating advanced AI capabilities with your CRM system. It responds intelligently to triggers and actions, optimizing communication processes with contextually relevant responses.
Send Email Action
Utilize this action to send emails triggered by certain events to cut down on day-to-day manual actions.
Workflow Actions
Adding workflow actions is the next step after adding workflow triggers.
Remove From Workflow Action
This action allows you to remove contacts from any workflows
Remove Opportunity Action
The Remove Opportunity action serves the purpose of eliminating an opportunity associated with contacts.
Send Internal Notification Action
This feature allows you to send internal notifications to team members when specific events, such as the submission of a new lead form, are triggered.
Set Contact DND Action
To enable the Do-Not-Disturb (DND) function for a specific contact, users are advised to opt for the Set Contact DND workflow action.
Edit Conversation Action
Select the Edit Conversation action to mark a Conversation as Read/Unread or Archive/Unarchive.
Send Review Request Action
Follow the steps in this guide to add the Send Review Request action to your workflow.
Stripe One Time Charge Action
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.
Update Appointment Status
The Update Appointment Status workflow action allows users to change the status of an appointment.
Add Task Action
The Add Task workflow action in your CRM enables users to assign a task to themselves or their team members.
Add To Google Analytics Action
The "Google Analytics" action enables the firing of custom events within your Google Analytics (GA) account.
Add To Google Ads Action
Conversion data is typically recorded in Google Ads (formerly AdWords) and is sent to the platform using the "Add To Google AdWords" action within a workflow.
Update Contact Field Action
The Update Contact Field workflow action empowers users with the ability to modify a particular field within a contact's record.
Facebook - Add To Custom Audience
The Add to Custom Audience workflow action adds a contact to a particular custom audience on Facebook.
Facebook Conversion API Action
Through the Facebook Conversions API workflow action, advertisers can transmit web events directly to Facebook from their servers.
Eliza AI Appointment Booking Action
Do you wish you could have an assistant who could handle your appointment setting but lack the budget? With the "AI Appointment Booking Bot" that's not a problem! This action has AI Bot book appointments for you.
Course Grant Offer Action
The Course Grant Offer action is designed to provide access to a course.
Course Revoke Offer Action
The Course Revoke Offer workflow action allows you to remove a contact's access from a particular course product.
Facebook - Remove From Custom Audience Action
The Remove from Custom Audience workflow action allows users to refine their Facebook audience by excluding specific contacts, enabling more precise and effective targeting.
Webhook Action
Webhooks can capture and export data, such as form submissions or customer interactions, to other software tools or databases.
Update Custom Value Action
The Update Custom Value Action is a great way to update custom values, enabling businesses to manage data more effectively and drive actionable insights.
Find Contact Action
The "Find Contact" action is an essential feature that enables you to search for contacts based on specific, customizable criteria.
Drip Action
The Drip Action is designed to regulate the flow of contacts through a workflow, preventing the simultaneous execution of numerous steps.
Troubleshooting Webhooks in Automation
Common Issues and Solutions Related to Webhooks in Automation
Split Action
By the end of this guide, you'll know how to use Workflow Split Testing to help your business stand out and succeed.
Add Leads Under an Affiliate Action
How to use the workflow action "Add Leads under an Affiliate"
Add Manual Sales For An Affiliate Action
The "Add Manual Sales For An Affiliate" action streamlines the commission process for your affiliates by automating the calculation based on the campaign's default settings
Text Formatter Action
Quickly fix the text format of any field with this action.
Add/Remove Contact Followers Action
Automate assigning followers to your contacts with this action.
Issue Certificate Action
This will teach you to set up the Issue Certificate Action
End IVR Call Action
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 control over call duration.
WhatsApp Delivery Status in Workflows
How to use WhatsApp Delivery Status in Workflows
Conversation AI Action
The "Conversation AI" action allows you to ask questions, handle conditional responses, and customize the bot’s personality and instructions.This article outlines the key highlights and functionalities of this feature, providing a comprehensive guide on how to utilize it effectively.
Log External Call Action
Tutorial on How to Use the Workflow Action Log External Call
WhatsApp: Customer Service Window Check Action
In this article, we will explore how the WhatsApp: Customer Service Window Check condition can be leveraged to create automated workflows and send free-form messages.
WhatsApp Action
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 messaging window or use pre-approved templates to initiate communication outside of that timeframe.
Grant Private Channel Access Action
This workflow action not only saves time but also enhances the user experience, ensuring that members are efficiently added to the correct channels.
Revoke Private Channel Access Action
This action allows you to automate the removal of users from private channels, ensuring accurate and timely access control.
Send Estimates Action
The Send Estimate action enables you to automatically send personalized estimates to your customers in response to specific events, such as the creation of opportunities or transitions between stages.
Instagram Interactive Messenger Action
The Instagram Interactive Messenger action lets you send direct messages via Instagram Messenger to contacts who’ve interacted with your account within the past 24 hours. This feature supports templates, custom values, attachments, Quick Replies, and action buttons to create personalized, timely, and effective follow-ups, ensuring enhanced customer interaction and engagement.
Facebook Interactive Messenger Action
The Facebook Interactive Messenger action allows you to send personalized messages to contacts via Facebook Messenger within 24 hours of their interaction with your page. Utilize templates, attachments, Quick Replies, and custom values to streamline communication, follow up promptly, and drive meaningful customer interactions effectively.
Grant Community Group Leaderboard Points Action
Points are key in your community gamification since they make members move up in rankings and gain levels in the leaderboard. By default, members will receive these points when their posts receive likes or responses, helping you promote interaction. But, to reward members for activities outside the community you can use the Grant Community Group Leaderboard Points Action.
Clear Fields of Custom Object or Associated Record Action
The Clear Fields of Object or Associated Record action enables you to clear temporary Notes and Internal Comment custom fields that are no longer required once the workflow trigger criteria are met.
Update Custom Object or Associated Record Action
The Update Custom Object or Associated Record action allows you to update an existing Object or associated object record within the system when the trigger criteria are fulfilled.
Create Custom Object or Associated Record Action
The Create Object or Associated Record action allows you to generate a new Object record or create an associated object record within the system when the trigger criteria are fulfilled.
Appointment Booking Conversation AI Bot Action
The "Appointment Booking Conversation AI Bot" action is designed to automate the appointment booking process through conversational AI.
Update Conversation AI Bot and Status Action
The "Update Conversation AI Bot and Status" action streamlines workflows by automating bot assignments and statuses, ensuring efficient interactions and reducing manual tasks.
Smart Push Notification Action
Push notifications are a powerful tool to engage your audience, deliver timely updates, and drive action. With Smart Push Notifications, you can create personalized, actionable messages that resonate with users.
Create an Associated Record Action
The "Create an Associated Record" action allows you to seamlessly create new custom object records and associate them with a specific contact.
Update an Associated Record Action
The Update an Associated Record action allows you to modify specific fields of a custom object associated with a contact.
Clear Fields of an Associated Record Action
The Clear Fields of an Associated Record action allows for the reset of specific fields within a custom object associated with a contact.
Modify Contact Engagement Score Action
The Modify Contact Engagement Score action enables you to adjust a contact's engagement score based on their interactions and behaviors.
Create Appointment Note Action
This guide explains how to set up automated notes using triggers, dynamic content, and seamless integration.
Add Owner to Opportunity Action
The "Add Owner to Opportunity" action assigns a specified user as the owner of an existing opportunity.
Create Opportunity Action
The Create Opportunity action lets you generate new opportunities within a pipeline and stage, ensuring proper lead categorization. It features automated details, duplicate management, and customizable fields like Name, Stage, Value, and Status. Perfect for onboarding leads and organizing pipelines in your CRM workflows.
Find Opportunity Action
The Find Opportunity action helps locate opportunities linked to a contact, ideal for updating records or making workflow decisions. It can identify the earliest or latest opportunity and filter by criteria like status, name, or pipeline stage.
Remove Owner from Opportunity Action
The "Remove Owner from Opportunity" action removes the designated owner from an existing opportunity.
Add Follower(s) to Opportunity Action
The Add Follower(s) to Opportunity action enables the assignment of one or more users as followers to an existing opportunity.
Remove Follower(s) from Opportunity Action
The Remove Follower(s) From Opportunity action removes the specified user(s) from the opportunity’s follower list.
Update Opportunity Action
The Update Opportunity action allows you to modify key details of an existing opportunity.
Send Documents & Contracts Action
Utilize the Send Documents & Contracts action in Workflows to generate contracts for your contacts.
Workflow Triggers63
Appointment Status Trigger
When you want to trigger a workflow based on a change of appointment status, simply use the appointment status trigger.
Call Status Trigger
The Call Status trigger is a really interesting and underused trigger. With it, you can cause events to happen within your system such as send you a text when a call comes in but doesn't connect. Or the other way around. If you dial out but no connection.
Contact Changed Trigger
This allows you to cause something to happen when something is changed on a contact record. It is fairly limited but still useful.
Contact Created Trigger
This allows you to cause something to happen when a contact record is created. It is fairly limited but still useful.
Contact DND Trigger
This trigger can be used to sense either when a dnd status is changed or when it is changed to a particular setting.
Contact Tag Trigger
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.
Stale Opportunities Trigger
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 Opportunities" trigger.
Birthday Reminder Trigger
This trigger is great for adding that personal touch to your automated efforts within the software.
Contact Triggers Overview
Workflow triggers are similar to conditional statements which allow you to automate repetitive tasks. These can be used to perform actions inside of your platform or campaigns.
TikTok Lead Form Submitted Trigger
The TikTok Form Submitted trigger will run your workflow when a TikTok Lead Form has been submitted.
Video Tracking Trigger
The accuracy of the video tracking depends on whether or not you have turned off the progress bar.
Invoice (Trigger)
The Invoice trigger provides workflow automation tailored to payment and invoice status, according to your requirements. This feature allows you to set up automated actions that respond to changes in invoice status.
Abandoned Checkout Trigger
The Abandoned Checkout trigger is designed to connect with customers who have spent a significant time browsing products on your website.
Shopify Triggers
As you create workflows and incorporate workflow triggers, you'll discover a category referred to as Shopify Triggers.
User Login Trigger
The User Login trigger initiates the specified workflow when a user signs in to their membership account.
Pipeline Stage Changed Trigger
When an opportunity's pipeline stage is updated, the Pipeline Stage Change workflow trigger will be activated.
Opportunity Status Changed Trigger
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Product Started Trigger
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 available selections.
Products Access Removed Trigger
The Product Access Removed trigger initiates a workflow when a customer's access to a specific product has been revoked.
Product Completed Trigger
To configure the Product Completed trigger, users are advised to click on the Add New Workflow Trigger button and choose the Product Completed option from the available selections.
Offer Access Granted Trigger
The Offer Access Granted trigger comes into effect when a customer is granted access to a specific offer, initiating the designated workflow.
Product Access Granted Trigger
The Product Access Granted trigger comes into play when a customer receives access to a particular product, initiating the designated workflow.
Offer Access Removed Trigger
The Offer Access Removed trigger initiates a workflow to withdraw a customer's access to a specific offer.
New Signup Trigger
The Membership New Signup trigger initiates your workflow when a customer or potential lead subscribes for a membership.
Category Completed
The Category Completed workflow trigger is activated when a category within a membership product has been completed by a contact enrolled in the product.
Category Started Trigger
The Category Started workflow trigger is activated when a contact begins a new category in a membership product.
Courses Triggers
Within this category, you will find various triggers, including those related to category and lesson progress.
Facebook Lead Form Submitted Trigger
The Facebook Lead Form Submitted trigger will run your workflow when a Facebook form is submitted.
Email Events Trigger
The Email Event trigger is designed to initiate a workflow whenever a specific email event occurs.
Trigger Link Clicked Trigger
The Trigger Link Clicked automation is designed to automate actions after a customer clicks on a trigger link.
Survey Submitted Trigger
The Survey Submitted trigger is designed for specific actions after a lead submits a survey.
Order Submitted Trigger
The Order Submitted trigger enables businesses to upsell customers after they have submitted an order.
Order Form Submission Trigger
You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it.
Form Submitted Trigger
The Form Submitted workflow trigger will run when a form is submitted.
Customer Replied
You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it.
Task Reminder Trigger
The Task Reminder workflow trigger will allow you to trigger a workflow based on a task that has been created previously in your CRM.
Task Added Trigger
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.
Note Changed Trigger
Let's suppose you made any changes in the contact record. Then, this trigger will fire. It helps to sync the contact information and keep track of changes.
Note Added Trigger
The Note Added trigger activates a workflow when a note is attached to a contact.
Custom Date Reminder Trigger
The Custom Date Reminder trigger will trigger the workflow on a specific date that you have set up.
Workflow Triggers
The Workflow trigger is a function that activates a particular action or series of actions based on one or more predefined events.
Order Fulfilled Trigger
The Order Fulfilled trigger is used to create workflows and perform a series of actions when an order on your Shopify store has been fulfilled.
Order Placed
The Order Placed trigger is utilized for creating workflows or a sequence of actions when a customer places an order through your Shopify store.
Inbound IVR
Here's a breakdown of how the Interactive Voice Response (IVR) system feature can benefit your customers and your business.
Documents and Contracts Trigger
The Documents and Contracts trigger enables the automation of actions based on changes in the status of a document or contract, or when new documents meet the specified trigger criteria.
Create a Workflow with the Task Completed Trigger
By the end of this guide, you'll be ready to use task completion triggers to streamline your work and make sure your team is always moving forward.
Number Validation Trigger
The Number Validation Error trigger activates the workflow whenever a number is SMS Incapable or invalid.
Contact Engagement Score Trigger
Use the level of engagement of your contacts to market to the more efficiently
Certificates Issued Trigger
How to use the Certificates Issued trigger
Subscription & Return Triggers
How to use Subscription & Return Triggers
Payment Received Trigger
Tutorial on how to use the Payment Received Trigger in Workflows
Page View Trigger
How to use the Page View trigger
Affiliate Enrolled In Campaign Trigger
The Affiliate Enrolled In Campaign trigger is designed to capture essential data points related to an affiliate's enrollment in a campaign.
Private Channel Access Granted Trigger
By the end of this guide, you will know how to access and use the Private Channel Access Granted Trigger.
Private Channel Access Revoked Trigger
Adding and configuring the Private Channel Access Revoked Trigger.
Estimates Trigger
The Estimates trigger activates a workflow based on specific events related to estimates, making it valuable for automating follow-up actions, notifications, and responses tied to customer interactions with your estimates.
Community Group Member Leaderboard Level Changed Trigger
Managing your Community's Gamification ensures your members have a sense of purpose and encourages them to participate more in your groups. So let's check how to automate this process with the new trigger.
Custom Object Created Trigger
The Custom Object Created Trigger enables you to automate workflows associated with your custom objects whenever a new custom object is created.
Custom Objects Changed Trigger
The Custom Objects Changed trigger enables you to automate a process based on changes made to your Custom Objects.
Task Completed Trigger
Quick Tutorial on the Task Completed Trigger
Quiz Submitted Trigger
The Quiz Submission Trigger automates actions based on quiz results, turning responses into actionable insights. Set up workflows to send feedback, segment users, or assign tasks—all while saving time and enhancing user experiences.
Prospect Generated Trigger
The Prospect Generated trigger automates workflows whenever a new prospect is created, streamlining lead management by triggering actions like contact creation, tagging, and engagement.
Messaging Error Trigger
The "Messaging Error – SMS" trigger is a powerful automation tool that enables you to initiate workflows in response to failed SMS delivery attempts.
Workflow Settings2
Enrollment History Tab
The Enrollment History Tab within workflows provides a list of contacts who have entered the selected workflow.
Execution Logs Tab
The Execution Logs Tab in Workflows provides an overview of every action customers take during the workflow process.
Workflow Troubleshooting1
Facebook Conversion API Workflow Trigger Not Working?
If you're having problems with your Facebook Conversion API (CAPI) workflow not working as expected, don't worry. We'll walk you through some steps to resolve these issues.
Other Help Topics
Here you can find a collection of articles that will help get you started with our platform.
Memberships and CommunitiesHere you will find everything related to the Memberships and Communities features of our platform.
SettingsHere you will find everything related to the global settings of our platform.