Workflows

Automate tasks and processes using workflows, triggers, and actions:

🚀 Getting Started

Introduction and basic workflow setup.

🛠️ Workflow Builder

Using the visual workflow builder interface.

▶️ Workflow Triggers

Events that can start a workflow.

⚡ Workflow Actions

Actions performed within a workflow.

👤 Contact Triggers

Triggers related to contact actions or properties.

👤 Contact Actions

Actions related to managing contacts.

📅 Appointment Triggers

Triggers related to calendar appointments.

📅 Appointment Actions

Actions related to appointments.

📊 Opportunity Triggers

Triggers related to sales opportunities.

📊 Opportunity Actions

Actions related to managing opportunities.

💬 Communication Actions

Actions for sending emails, SMS, calls, etc.

📋 Form/Survey Triggers

Triggers related to form and survey submissions.

💳 Payment Triggers

Triggers related to payment events.

💳 Payment Actions

Actions related to payments and subscriptions.

🎓 Membership/Community Actions

Actions related to memberships and communities.

👍 Facebook/Instagram Triggers

Triggers related to Facebook and Instagram events.

📚 Course Triggers

Triggers related to course progress or completion.

🗓️ Event Triggers

Triggers related to specific events.

📞 IVR Triggers

Triggers related to Interactive Voice Response systems.

📞 IVR Actions

Actions within IVR workflows.

🔗 LinkedIn Actions

Actions related to LinkedIn integration.

📝 Note Triggers

Triggers based on contact notes.

🛒 Shopify Triggers

Triggers related to Shopify events.

🎵 TikTok Triggers

Triggers related to TikTok events.

🤝 Affiliate Actions

Actions related to the Affiliate Manager.

💬 Community Triggers

Triggers related to Community events.

🧩 Custom Object Actions

Actions related to Custom Objects.

💾 Data Management Actions

Actions for managing data within workflows.

💻 Developer Resources

Information for developers related to workflows.

📄 Document/Contract Actions

Actions related to documents and contracts.

🔗 Integration Actions

Actions related to third-party integrations.

🛠️ Internal Tool Actions

Actions for internal processes like notifications.

📤 Send Data Actions

Actions for sending data out of workflows (e.g., webhooks).

📱 Social Media Actions

Actions related to social media communication.

🎣 Webhook Actions

Sending data via webhooks.

🤖 Workflow AI Actions

Using AI capabilities as workflow actions.

🍲 Workflow Recipes

Pre-built workflow templates.

🔍 Troubleshooting Workflows

Diagnosing and fixing common workflow issues.