Automations & Workflows (10)

How to use SMS & email templates in automations?

Modified on Tue, 29 Oct, 2024 at 1:57 PM
How to set up an automation workflow for new client appointment submissions?

Modified on Tue, 29 Oct, 2024 at 1:58 PM
How to set up a general form submission automation?

Modified on Tue, 29 Oct, 2024 at 2:01 PM
How to set up a "new assigned task notification"?

Modified on Tue, 29 Oct, 2024 at 2:00 PM
How to set up the waitlist pipeline stage?

Modified on Tue, 29 Oct, 2024 at 2:01 PM
How to add custom field information to contact "notes"?

Modified on Tue, 29 Oct, 2024 at 2:02 PM
Phone Number Tagging Automation

Modified on Thu, 26 Dec, 2024 at 2:49 PM
Move "Won" Opportunities to Follow-Up Pipeline

Modified on Thu, 26 Dec, 2024 at 3:15 PM
How to Change Assigned Owner for Contacts

Modified on Mon, 24 Feb at 1:24 AM
How to Set Up an Out of Office Email Auto-Responder

Modified on Mon, 28 Jul at 11:32 AM