Automation
The Automation tab enables users to create automated workflows, triggering actions based on events like form submissions or time triggers. This enhances business efficiency.
Workflows
Automate your campaigns using workflows
Content AI
Create content using AI
Workflow Actions
All actions included in workflows
Workflow Triggers
All triggers included in triggers
Activate Google My Business Chat
In this article we're going to see how to use triggers to reply in google my business chat.
Exporting Data With Zapier
In this article, we're going to see how you can export data from your CRM to a Google Sheet via Zapier.
How to Create a Funnel
Funnels are a very powerful tool in the software. You can use them to create landing pages for your advertising efforts or to build web pages that have additional functionality.
Appointment Status (Triggers)
When you want to trigger a workflow based on a change of appointment status, simply use the appointment status trigger.
Contact Changed
This allows you to cause something to happen when something is changed on a contact record. It is fairly limited but still useful.
Contact Created
This allows you to cause something to happen when a contact record is created. It is fairly limited but still useful.
Contact DND
This trigger can be used to sense either when a dnd status is changed or when it is changed to a particular setting.
Contact Tag
This allows you to cause something to happen when a contact tag is added or removed. It is fairly limited but still useful.
Stale Opportunities
If you have an extensive contact list which has a number of contacts that are older and have gone stale, you can reignite them by using the "Stale Opportunities" trigger.
Birthday Reminder
This trigger is great for adding that personal touch to your automated efforts within the software.
Manual SMS
This article will show you how to set up a manual SMS action from start to finish.
How To Send An SMS
Conversations are a great way to communicate with a contact. The great news is that no matter how you communicate with the contact, all of your conversations will be in one unified inbox.
Manual Calls
Manual call is a valuable tool to queue contacts that need to be called.
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