Workflow Builder

How to set up Workflow Goal Events
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
Standard Triggers - Order Submitted
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order. This trigger w...
Fri, 30 Dec, 2022 at 6:11 AM
Workflows vs Campaigns/Triggers (Deprecated features)
Workflows make it easy to create automation with triggers and actions, and it is similar to campaigns and triggers but with much more capabilities. Workflow...
Fri, 13 Jan, 2023 at 9:54 AM
How to use the Inbound Webhook Workflow Premium Trigger?
Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, ...
Fri, 20 Oct, 2023 at 5:32 AM
How to use the Google Sheets Premium Workflow Action?
LC Premium Actions for Google Sheets is a powerful tool to streamline data management processes by automating row creation, updating, and deletion. Seamless...
Thu, 27 Apr, 2023 at 7:56 AM
How to use the Custom Webhook LC Premium Workflow Action?
The Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services. It allows tailored requests ...
Tue, 25 Apr, 2023 at 5:56 AM
How to use the Workflow Slack Premium Action?
Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and improvi...
Tue, 25 Apr, 2023 at 9:14 AM
How to use the Date/Time Formatter Workflow Action?
The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows. This f...
Tue, 16 Jan, 2024 at 4:50 AM
Workflow Trigger - Payment received
The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases,...
Tue, 26 Sep, 2023 at 1:22 PM
How to use the Number Formatter Action?
Introducing the Number Formatter Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific requirements....
Tue, 16 Jan, 2024 at 4:48 AM