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Workflow Settings – Overview

This 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…

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Workflow Trigger – Payment received

The 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,…

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