In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. The Update Appointment Status workflow action allows users to change the status of an appointment. If a contact was added to the workflow via ..
Category : Workflows
When using webhooks to import affiliate sign-up information into the CRM, it’s crucial that all necessary data fields are populated correctly. However, there have been instances where only the email address is received, leaving out essential information such as the first name, company name, and phone number. This incomplete data transfer can disrupt your workflows, ..
The Send SMS workflow action will send a text message to the customer when the workflow is triggered. To get started, click on the + icon to add a new workflow action, and select Send SMS. Edit Action Templates If you would like to use an SMS template that you’ve created previously, click on the ..
To send a notification to someone other than the contact in the ongoing workflow, use the Send Internal Notification workflow action. To begin the process, click on the plus button in the workflow action button and select Send Internal Notification. This workflow action allows you to send internal notifications to team members when a certain ..
Workflow – External Communication Action: This action sends an email to the contact. The Send Email workflow action will enable you to send an outbound email to a contact when your workflow is triggered. Utilize this action when a form or survey is submitted to quickly follow-up with a client, or send emails triggered by ..
The Remove Assigned User workflow action will remove an assigned user from a contact.This workflow action can be used after an event was completed, such as a manual SMS or Call by a team member. Remove assigned users with ease, saving time in this automated process! Create Workflow Action To get started, click on the ..