Action – Send Email
In 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,…
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64Action – Update Contact Field
This 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…
Action – Update Custom Value
The 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…
AI-Generated SMS Messages in Workflows
Workflow AutomationAI-Generated SMS Messages in WorkflowsAutomatically create personalized SMS messages using AI within your workflows, dynamically adapting content based on contact information and conversation history.What You'll LearnThis guide explains how to use AI to…
Airtable – Actions & Triggers in Workflows
TABLE OF CONTENTS1. IntroductionWhy It Matters2. Triggers and ActionsTriggers (Airtable → Workflows)Actions (Workflows → Airtable)3.Getting Started with Airtable4. How Airtable Triggers WorkSetup Steps:5. Common Use CasesUse Case 1: Send Internal NotificationsUse Case 2: Update…
Apify – Actions & Triggers in Workflows
Connect 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…
Asana – Actions & Triggers in Workflows
1. IntroductionThe 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…
Automate Marketing Audit Reports in Workflows
Automating 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…
Basecamp – Actions & Triggers in Workflows
1. IntroductionThe 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…
Browse AI – Workflow Actions and Trigger
TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up Browse AIConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)Managing multiple Browse AI accountsList of TriggersList of ActionsExample: Setting Up a Trigger (New Completed Task)Step…
Cal.com: Workflow Actions & Triggers
Connect 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…
Clickup – Actions & Triggers in Workflows
TABLE OF CONTENTS1. IntroductionWhy It Matters2. Triggers and ActionsTriggers (ClickUp → Workflows)Actions (Workflows → ClickUp)3. Getting Started4. How ClickUp Triggers Work5. Common Use CasesUse Case 1: Create ClickUp Tasks from Form SubmissionsUse Case 2:…
Contact Engagement Score Workflow
Enhance 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 CONTENTSContact Engagement Score TriggerKey FeaturesAvailable conditions includeModify…
Custom Code
TABLE OF CONTENTSWhat is Custom Code?How it works1. Add Action2. Programming Language3. Property to be included in code4. Code Editor5. Enhanced console support6. Test your CodePoints to RememberWhat is Custom Code?Custom Code is a powerful…
Custom Code
TABLE OF CONTENTSTABLE OF CONTENTSWhat is Custom Code?How it worksAdd ActionProgramming LanguageProperty to be included in codeCode EditorEnhanced console supportExternal HTTP RequestTest your CodePoints to RememberWhat is Custom Code?Custom Code is a powerful tool…
Custom Code AI
TABLE OF CONTENTSOverview:Previous BehaviourWhat’s New?How to Use It?Use CasesOverview: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…
Execution Logs & Enrolment History Enhancements
TABLE OF CONTENTSOverviewUpgradesExecution Logs - UI/UX ChangesEnrollment History - UI/UX ChangesHighlight Contact PathGo To Action ButtonDate and Time EnhancementsChanges in Contact HistoryChanges in Execution HistoryOverviewExecution Logs and Enrollment History are key parts of Workflows,…
Facebook / Instagram – Interactive Messenger
TABLE OF CONTENTSWhat are the new Actions?1. The Action2. Reply Type3. Template & Message4. Attachment5. Add Buttons 6. Button Types7. Add Buttons8. Default Wait Time9. Default Branch10. Important points to be notedWhat are the new…
Facebook / Instagram – User comments on a Post trigger
TABLE OF CONTENTSWhat are the new Triggers?1. New Triggers2. Page is3. Post Type b. Custom Post4. Comment Phrase/Word5. Tracking first level commentsWhat are the new Triggers?When creating a workflow click on "Add Trigger". The…
Facebook comments + Workflow AI
We 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.…