Workflow Builder
Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more...
Mon, 12 Jul, 2021 at 12:09 PM
Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later. Tags are ...
Wed, 5 Apr, 2023 at 10:05 AM
This article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field w...
Tue, 25 Apr, 2023 at 11:37 AM
Compare any Date type field with the following conditions: Condition based on recent days Today Tomorrow Yesterday Condition based on number o...
Thu, 2 Jun, 2022 at 12:58 PM
Update Date type fields with the following options: Custom Date Update using custom values/fields in the recommended formats: MM-DD-YYYY, Ex...
Thu, 2 Jun, 2022 at 12:58 PM
The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling. This featu...
Fri, 28 Apr, 2023 at 9:07 AM
Custom values are exceptionally powerful and versatile. In this guide, we will cover how you can use custom values to send MMS messages within workflows. ...
Thu, 1 Sep, 2022 at 12:42 PM
Workflow folder permissions is only available on the Agency Pro Plan & above. Restrict access to any folder containing workflows with Folder Permission...
Fri, 2 Sep, 2022 at 4:00 AM
A Webhook (also called a web callback or HTTP push API) is a way for an app to provide data to other applications API URLÂ triggered by, events. Fire a POST...
Wed, 10 Aug, 2022 at 1:47 AM
Have you ever thought about how great it would be if contacts who meet a certain condition or a goal event within a workflow could automatically move to a s...
Wed, 7 Jun, 2023 at 6:38 AM