Workflow Builder

How to get Conversion List for Google Ads in Trigger/Workflows
In your Google Ads Account, go to Tools and Settings.  Click Conversions in Tools and Settings Next click the ADD CONVERSION ACTION ...
Tue, 1 Feb, 2022 at 1:26 PM
Create Task Event In Campaigns
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
Standard Triggers - Contact Tag
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
Action - Update Contact Field
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
Action - If/Else - Date type field conditions
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
Action - Update Contact Field - Date type field
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
Action - Math Operation
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
How-to attach Custom Values (MMS) to SMS messages in workflows
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 Permission
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
Action - Webhook
A Webhook (also called a web callback or HTTP push API) is a way for an app to provide data to other applications API URL triggered by, events. Fire a POST...
Wed, 10 Aug, 2022 at 1:47 AM