Workflows & Automation
Learn how to use workflows to automate your business.
What is a Workflow?
Workflows are like little programs that automate you and your team. Learn what all they can do!
Workflow Tools
Let's go through the workflow tools and talk about each one.
Create A Workflow
How to create a workflow.
Conditions & Dynamic Workflows
Workflows can be dynamic based on response and other actions that your prospects take.
Troubleshooting Workflows
Got an issue in your workflow? Here's how to find it and fix it.
Adding Contacts to Workflows
So you have your workflow ready to launch! How do you add clients or prospects to it?
Workflow Recipes
Tap into workflows that are already remade for you!
Workflow Triggers
Set conditions that initiate a workflow, such as form submissions, appointment bookings, or contact updates.
Workflow Actions
Define specific tasks or processes to automate within a workflow, such as sending emails, updating fields, or assigning tasks.
Workflow Organization
Structure and manage workflows for clarity and efficiency, ensuring seamless automation.
Workflow logs
Track and review workflow activities to monitor performance and troubleshoot issues.
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