Automation and Workflows

A complete overview of the advanced automation functions

Workflows

Create New Workflow

Builder Tab

Settings Tab

Execution logs tab

Enrollment History Tab

Workflow Folder Permission

Workflow Triggers

TikTok Form Submitted

Video Tracking

Shopify Triggers

Payment Triggers

Payment received

IVR (Triggers and Actions)

Opportunities and pipeline triggers

Events Triggers

How to Use Live Chat Triggers and Actions

Appointment Triggers

Contact Triggers

Notification Based Triggers

Advanced Logic Triggers

Membership, Communities and Courses Triggers

Payment Based Triggers

Workflow Conditional Logic & Advanced Events

If/Else Conditional Event

Wait Event

Using The Go-To Event In Workflows

Set Event Start Date event in Workflows

Set Event Start Date Action In Workflows

How to set up Workflow Goal Events

If Else New Features

Split Action

Web-hook Action Improvements

Additional Workflow Tutorials

How to copy contacts from one sub-account to another sub-account?

How to Copy Workflow to another Sub-Account

How to Automatically Assign Users to Leads In Workflows

AI Conversational Appointment Booking Workflow and Setup

Google Analytics 4 support 🔗

Workflow Actions

How to use the Date/Time Formatter Workflow Action

Workflow Action for Generating One Time Link

Text Formatter - How to format text the way you want

Enhanced Workflow Automation with WhatsApp Actions ⚡

Lost Reason in Opportunity Automations

Text Editor UI Changes

Calendar Actions

Conditions and Workflow Actions

Contact Actions

CRM Actions

Membership Actions

Payment Actions

Premium Actions

Workflow AI Actions

External Communication Actions