Currently browsing: Workflows

Within the Workflow builder, you have several options for getting started in creating a new Workflow. You can start from […]

If you are using dynamic number swapping or call tracking (using a number pool), you may want to be able […]

If a lead abandons their cart and does not make a purchase, you may want to set up a Workflow […]

Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows […]

Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next step of […]

Here’s how to view and understand the History of your Workflows.

This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or […]

Follow these steps to use the Conversion List for Google Ads with your Triggers and Workflows: Step 1: Adding the […]

Within the Workflow builder, the “Contact Changed” workflow trigger allows you to automate actions when a contact record is modified. […]

Workflows can be created for a multitude of triggering actions, with any series of follow up actions/events you wish to […]

If you are sending SMS communications in the system, and the SMS fails to go through, you may want to […]

The membership triggers within Workflows allow you to automate features using “if, then” scenarios so that “if” something occurs, “then” […]

Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below […]

Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more […]

You may want to assign new leads to users within your system, in a round-robin type of situation. Maybe you […]

Using a webhook with Zapier or another program, you can export date from the system to another platform or system. […]

Within the Workflow builder, you can create a trigger to run when a category within a specific product is completed. […]

The “Go To” Workflow action can be added to the end of a Workflow path to send the contact to […]

Using the Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business needs. Some […]

In this article, we’ll review the process for setting up email and SMS notifications in Workflows. Not only is sending […]

Within the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops. Here’s a sample […]

When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you […]

Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating […]