Workflow
64 articles
- Set Event Start Date Event In WorkflowsIn this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event management. This feature is crucial for maintaining well-organized webinars, conferences, or personalized notification system
- How to use the Inbound Webhook Workflow Premium Trigger?Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time data transfer capability enhances CRM functionality and streamlines workflows, facilitating efficient communication and
- How to use the Custom Webhook LC Premium Workflow Action?The Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services. It allows tailored requests with various HTTP methods, authorization, headers, and query parameters. This user-friendly tool ensures efficient and accurate workflows while
- How to use the Workflow Slack Premium Action?Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and improving team collaboration. The action offers three main events: sending a message to a user, a private channel, or a public channel. Covered in th
- How to use the Date/Time Formatter Premium Workflow Action?The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows. This feature enables easy conversion of date formats for compatibility with different applications, database storage, or communication channels like e
- Action - Update Contact FieldThis article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field with a new value, either static or dynamic, while the latter clears the existing value of a custom contact field. Both actions are currently supported for Contact Custom
- Workflow Trigger - Payment receivedThe Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases, subscription charges, invoices, and more. It can be customized with filters, such as source type and transaction status, to target specific use
- How to use the Number Formatter Premium Action?Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific requirements. This action allows you to convert, reformat, or generate numbers in various formats. Covered in this Article What is the Number Forma
- Action - Update Custom ValueThe Update Custom Value Workflow Action is a powerful tool that automates updating custom values in a CRM. With the ability to update sub-account level custom values, this action has a far-reaching impact on managing and automating recurring services, subscription management, and more. Covered in
- How to set up Workflow Goal EventsHave you ever thought about how great it would be if contacts who meet a specific condition or a goal event within a workflow could automatically move to a specific step within a workflow without going through the previous steps? Well, now you can help with the Workflow Goal Events Action. This ar
- Workflow Settings - OverviewThis article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder. Learn how to configure contact handling, communication timing, sender details, and more to ensure your workflows run precisely as intended. TABLE OF CONTENTS - What are Workflow Settings? -
- How to copy contact to another account?Copy Contact Copy Contact enables copying contact to another account. Select an Account The contact will be copied to the selected account. Only the accounts that the logged in user has access to will be listed here. Copy Tags If enabled, contact tags will be copied to the selected account. Copy
- Workflow - Array Functions Premium ActionIn this Article - What is Array Function? - How to use new Action Types? - Add the Action - Action Type List - Action Type : Find - Action Type : Filter - Action Type : Find by Index - Action Type : Line Items - Action Type : Math 1. What is Array Function? Array Functions is a premium acti
- Workflow - Array Functions Premium Action IIArray Functions To handle array data in workflow Select Action Typ Action Type: Find To find the matching key-value's in an array of objects and return the object Select Field All the fields with data type array available in the workflow are listed here. The list of available array data is collec
- Workflow - App Marketplace Triggers & ActionsMarketplace Workflow Triggers & Actions are the custom workflow triggers & actions managed in App Marketplace. The App Marketplace is a directory of Apps with Custom Workflow Triggers/Actions, Custom Providers, etc,. that you can install and use in your account. App Marketplace Note: If 'App marke
- How to set up Delete Contact actionIn this Article - What is Delete Contact Action? - How to set up Delete Contact action? - FAQs - Use Cases What is Delete Contact? Delete Contact is a powerful new action in workflow that permanently removes a contact from your account and workflows. This action provides a way to maintain a clean
- Workflow Builder - OverviewTABLE OF CONTENTS - Infinite Canvas layout - Add New Trigger - Add New Action - Stats View - Test Workflow - Save Workflow - Version History - Draft/Publish Infinite Canvas layout Use the "Fit to Screen" and "Zoom In/Zoom Out" buttons in the bottom left of the screen to control the view area. The Mi
- Text Editor UI ChangesWe are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor. - When "Custom Values" icon is clicked it will populate all the options from where you can select the custom values for the template. - By cli
- Split ActionIn this Article - What is Split Action? - What are the different types of Split Action? - How to use the Split action? - Random Split - Use Cases - Points to be noted 1. What is Split Action? Welcome to the Split action—a powerful tool designed to empower your marketing and sales automatio
- Contact Engagement Score WorkflowEnhance your customer engagement strategies with our new workflow features. Utilise triggers based on changes in Contact Engagement Scores and actions to adjust these scores directly. TABLE OF CONTENTS - Contact Engagement Score Trigger- Key Features - Available conditions include - Modify Contact
- Facebook / Instagram - User comments on a Post triggerTABLE OF CONTENTS - What are the new Triggers?- 1. New Triggers - 2. Page is - 3. Post Type- b. Custom Post - 4. Comment Phrase/Word - 5. Tracking first level comments What are the new Triggers? When creating a workflow click on "Add Trigger". The triggers related to comment automation are pres
- Facebook / Instagram - Interactive MessengerTABLE OF CONTENTS - What are the new Actions? - 1. The Action - 2. Reply Type - 3. Template & Message - 4. Attachment - 5. Add Buttons - 6. Button Types - 7. Add Buttons - 8. Default Wait Time - 9. Default Branch - 10. Important points to be noted What are the new Actions? There are 2 new actions
- Custom CodeTABLE OF CONTENTS - What is Custom Code? - How it works- 1. Add Action - 2. Programming Language - 3. Property to be included in code - 4. Code Editor - 5. Enhanced console support - 6. Test your Code - Points to Remember What is Custom Code? Custom Code is a powerful tool that will allow users to
- How to use the Google Sheets Premium Workflow Action?LC Premium Actions for Google Sheets is a powerful tool to streamline data management processes by automating row creation, updating, and deletion. Seamlessly integrate your Google Sheets documents within our workflow system, enabling efficient data management and reducing the risk of errors. Levera
- GPT 4 Models - Workflow AITABLE OF CONTENTS - What is this enhancement? - What are the new feature?- Select Model - GPT 4 Turbo vs GPT 3.5 Turbo - Select Action Type - How to use this feature? - Pricing What is this enhancement? We have revamped the current action and added multiple new enhancements. This new enhancement w
- History for GPT actions (AI Memory Key)Introducing History for GPT actions..!! TABLE OF CONTENTS - What's New ? - Type of History - Advanced Options - How to use? - Points to be noted What's New ? - We're excited to announce a significant enhancement to our GPT action: the ability to retain and utilize history. The GPT actions will be
- Facebook comments + Workflow AIWe have the "Respond on Comment" action. In this action you can enter multiple pre defined comment options but what if you want to tailor your comments based on the comment of the user. This is possible now using the GPT action. How to use? - Add a "GPT powered by OpenAI" action before the "Respon
- Workflow AI AssistantWorkflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to support you as you create, optimize, and manage workflows. Whether you're creating new workflows or refining your workflows, Workflow AI provides step
- Execution Logs & Enrolment History EnhancementsTABLE OF CONTENTS - Overview - Upgrades- Execution Logs - UI/UX Changes - Enrollment History - UI/UX Changes - Highlight Contact Path - Go To Action Button - Date and Time Enhancements - Changes in Contact History - Changes in Execution History Overview Execution Logs and Enrollment History are ke
- Pause Workflows on Certain DatesOverview The Pause Workflow feature allows admins to temporarily halt specific workflows, pausing the workflow without the need to delete or draft the entire workflow. This feature is especially useful for workflows with seasonal actions where specific processes need to be paused and resumed at a
- Workflows Pro Plan - PricingIntroducing a new pricing plan called the Pro Plan, designed to help agencies save up to 40% on monthly premium workflow costs for most locations. Perfect for power Workflow users. Starting at $10 for 10,000 premium actions and triggers. Guide on Plan details, how to purchase, rebilling and reselli
- New Discover button - WorkflowsWe’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the marketplace separately for app installations. TABLE OF CONTENTS - New "Discover" Button - App Categorization - Global Search Bar - Update Tag for Installed Apps -
- Action - Send EmailIn this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts. We’ll guide you through the key benefits of this action, provide a step-by-step process for setting it up, and share a practical example to help you g
- Custom Code AITABLE OF CONTENTS - Overview: - Previous Behaviour - What’s New? - How to Use It? - Use Cases Overview: Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom code snippets with just
- Highlighting & Resolving Errors in a WorkflowWorkflow errors can prevent automations from working as intended when required settings are missing or incorrectly configured. Supported configuration issues are identified directly in the Workflow Builder, consolidated into a single Resolve Errors sidebar, and surfaced so you can address them befor
- Introduction to Workflows and AutomationsWorkflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow automation, including its core components—triggers and actions—key benefits, and real-world applications, providing a stro
- How to setup Google ad conversion actionGoogle AdWords has a feature called conversion action. This allows you to track the success of your ads and optimise them accordingly. It’s an essential tool for advertisers who want to maximise their return on investment (ROI). A conversion can be a specific customer action you've defined as valua
- Typeform – Actions & Triggers in Workflows1. Introduction The Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform. Whether you’re capturing leads, collecting survey data, or tracking customer feedback, this integration connects Typeform submissions directly with automations —
- Basecamp – Actions & Triggers in Workflows1. Introduction The Basecamp integration enables seamless automation between your workflows and Basecamp’s project management platform. Whether you’re coordinating client projects, collaborating with teams, or tracking tasks, this integration connects your CRM automation with Basecamp’s to-dos, mess
- Asana – Actions & Triggers in Workflows1. Introduction The Asana integration enables seamless automation between your workflows and Asana’s powerful project management platform. Whether you’re creating tasks, managing projects, or syncing updates between systems, this integration helps eliminate manual work and keep teams aligned. Why It
- Google Contacts Actions & Triggers in workflowsThis feature allows you to keep your contact information automatically synchronized between your workspace and an external contacts service. When enabled, contacts can be created, updated, and organized automatically based on activity such as form submissions, appointments, or database updates—witho
- Notion Actions & Triggers in WorkflowsTABLE OF CONTENTS - 1. Introduction- Why It Matters - 2. Triggers and Actions- Triggers (Notion → Workflow) - Actions (Workflow → Notion) - 3. Getting Started with Notion - 4. How Notion Triggers Work- Setup Instructions: - 5. Common Use Cases- Use Case 1: Create Notion Docs from Form Submissions
- Airtable – Actions & Triggers in WorkflowsTABLE OF CONTENTS - 1. Introduction- Why It Matters - 2. Triggers and Actions- Triggers (Airtable → Workflows) - Actions (Workflows → Airtable) - 3.Getting Started with Airtable - 4. How Airtable Triggers Work- Setup Steps: - 5. Common Use Cases- Use Case 1: Send Internal Notifications - Use Case
- Clickup – Actions & Triggers in WorkflowsTABLE OF CONTENTS - 1. Introduction- Why It Matters - 2. Triggers and Actions- Triggers (ClickUp → Workflows) - Actions (Workflows → ClickUp) - 3. Getting Started - 4. How ClickUp Triggers Work - 5. Common Use Cases- Use Case 1: Create ClickUp Tasks from Form Submissions - Use Case 2: Auto-Generat
- Workflow Setting Stop On Response & Call Action Disable Voicemail DetectThis article explains the important interaction between the workflow's "Stop on Response" setting and the "Disable Voicemail Detect" setting within the Call action. These two settings control how your workflow reacts when an automated phone call is made to a contact. They allow you to decide whethe
- Introduction to Workflows & AutomationWorkflows let you automate repetitive tasks by setting up sequences of actions that run automatically when something happens. Instead of manually logging a lead and sending a follow-up when a form is submitted, a workflow can add the contact, assign it to a team member, and send a personalized welco
- Workflow Builder: Triggers, Actions & SettingsThis guide covers the building blocks you'll use most inside the workflow builder. Choosing a trigger Triggers are grouped by type. The ones a CPR-training business uses most: - Contact triggers: Contact Created, Contact Tag added/removed, Birthday. - Appointment triggers: Appointment booked, status
- Workflow Recipes & Examples for CPR BusinessesRecipes are ready-made workflow structures you can customize. Below are practical examples tailored to a CPR-training business; build them from scratch or adapt a recipe. New class inquiry follow-up - Trigger: Form Submitted (class inquiry form). - Action: Add tag "class-inquiry"; send a welcome SMS
- How to Use Monday.com Integration in WorkflowsThe Monday.com integration allows you to connect workflows directly with your project management boards to automate task creation, status updates, and board synchronization. This enables real-time coordination between project tracking and CRM-driven automation. With native triggers and actions, you
- Google Forms - Actions and Triggers in WorkflowsGoogle Forms • Workflows • Automation Google Forms Actions and Triggers in Workflows Connect Google Forms with workflows to start automations from submitted or updated responses and retrieve form data during later workflow steps. Google Forms data can support contact management, internal tasks, oppo
- How to Use OpenRouter Generate Response in WorkflowsThe Generate Response action allows you to use advanced AI models directly within workflows to create dynamic, context-aware responses from prompts you define. This enables automated content creation, intelligent replies, summarization, and AI-driven decision logic inside your automation flows. The
- VAPI - Actions & Triggers in workflowsConnect workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling — without third-party tools. This guide explains what the integration is, key benefits, setup steps, available triggers & actions, real-world use cases, and best pract
- Manus AI Workflow Integration GuideThe Manus integration allows you to connect AI-powered task automation directly to your workflows. This enables you to create, manage, update, and continue AI-driven tasks automatically based on CRM activity such as form submissions, opportunity stage changes, or other workflow triggers. With this
- Apify - Actions & Triggers in WorkflowsConnect workflows with Apify to automate web scraping, run actors, and process external data in real time—without third-party tools. This guide explains what the integration is, key benefits, setup, and best practices so your CRM workflows can leverage external data seamlessly. What is Apify Actions
- Automate Marketing Audit Reports in WorkflowsAutomating marketing audit reports lets you instantly generate insights for your prospects and deliver them through personalized outreach. By using workflow automation and custom values, you can automatically include audit report links and business-specific details in your emails or SMS messages. Th
- How to Import SnapshotsSnapshots • Importing • Assets Protection How to Import Snapshots Import shared Snapshots into your agency library so you can review and reuse supported assets across sub-accounts. The redesigned import flow lets you rename a Snapshot, track processing, and understand share-link errors more easily.
- Using Snapshots to Copy Rental Listings and CategoriesRental Listings and Rental Categories are now supported in Snapshots, making it easier to replicate Rentals setups across multiple sub-accounts in ResQEngage. Agencies and multi-location businesses can create a reusable Rentals configuration once, then copy selected rental assets into other location
- How to Add Custom Contact Views to SnapshotsCustom Contact Views in snapshots help agencies save time by copying tailored Contact Detail Page layouts from one sub-account to another. Instead of rebuilding the same contact views manually in each sub-account, admins can include selected custom views in an Account Snapshot and reuse them across
- Browse AI - Workflow Actions and TriggerTABLE OF CONTENTS - Overview - About the Integration - How to Set Up Browse AI- Connect via the Workflow Builder (recommended) - Connect via Settings (alternative path) - Managing multiple Browse AI accounts - List of Triggers - List of Actions - Example: Setting Up a Trigger (New Completed Task)-
- Cal.com: Workflow Actions & TriggersConnect Cal.com to Workflows to automate scheduling activity without custom webhooks, third-party tools, or manual booking follow-up. Use Cal.com triggers to start workflows when bookings are created, rescheduled, cancelled, or completed, and use Cal.com actions to create, cancel, reschedule, or fin
- Linear Integration in ResQEngage WorkflowsTABLE OF CONTENTS - What is the Linear Integration in Workflows? - Key Benefits of the Linear Integration in Workflows - Linear Triggers and Actions - Linear Triggers - Linear Actions - Linear Workflow Use Cases - Customer-Reported Bug to Linear Issue and Customer Need - Resolved Linear Issue to Cus
- Mistral AI: Workflow ActionsWorkflows • AI • Integrations Mistral AI: Workflow Actions Mistral AI workflow actions connect language, embedding, and vision models directly to your automations. Use them to generate text, create semantic-search vectors, analyze image-based information, and pass AI results into later workflow step
- Klaviyo: Workflow Actions & TriggersTABLE OF CONTENTS - Overview - About the Integration - Key Benefits of Klaviyo in Workflows - How to Set Up Klaviyo- Connect via the Workflow Builder (recommended) - Connect via Settings (alternative path) - List of Triggers - List of Actions - Example: Setting Up a Trigger (Profile added to list)
- Housecall Pro - Workflow action and triggersTABLE OF CONTENTS - Overview - About the Integration - How to Set Up Housecall Pro- Connect via the Workflow Builder (recommended) - Connect via Settings (alternative path) - List of Triggers - List of Actions - Example: Setting Up a Trigger (Job scheduled)- Step 1: Add the trigger - Step 2: Config