Workflow Builder

Action - Update Custom Value
The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in the CRM. With the ability to update sub-account level cu...
Fri, 5 May, 2023 at 12:39 AM
Workflow Settings - Overview
The settings for workflow in marketing automation play a crucial role in ensuring effective communication strategies. Their impact is significant, and they ...
Fri, 18 Aug, 2023 at 7:54 AM
How to Configure the Workflow AI Action?
Welcome to Workflow AI Action, the tool that simplifies your business operations. It's built on advanced AI, handling complex tasks swiftly and efficien...
Thu, 29 Jun, 2023 at 3:10 PM
Standard Triggers - Opportunity Changed
Runs when the opportunity gets changed Filters:  Custom Values: 
Tue, 5 Sep, 2023 at 7:44 AM
Standard Triggers - Opportunity Created
Runs when the opportunity gets created Filters:  Custom Values: 
Tue, 5 Sep, 2023 at 7:47 AM
How to copy contact to another account?
Copy Contact Additional Tutorial Videos: https://www.youtube.com/watch?v=deI0HZ2HcAQ https://www.youtube.com/watch?v=nqCFyLRiols https://www.youtube.c...
Sat, 10 Feb, 2024 at 4:02 AM
Workflow Trigger - Task Completed
Runs when a task is completed Supported Filters: Assigned User Contact Custom Fields
Thu, 12 Oct, 2023 at 7:24 AM
Action - Find Contact
Find a Contact with the matching values. Find Contact action can be used only with Inbound Webhook Trigger or Marketplace Triggers that carries any contact ...
Wed, 21 Feb, 2024 at 12:43 PM
Action - Drip
More Tutorials From the Community https://www.youtube.com/watch?v=BfJIhU6j2f8 https://www.youtube.com/watch?v=JIYbj73SCCY https://www.youtube.com/watch?v...
Tue, 28 Nov, 2023 at 10:44 AM
How to Copy Workflow to another Sub-Account?
More Tutorials From the Community https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be https://www.youtube.com/watch?v=DnLKoZF0mug https://ww...
Thu, 16 Nov, 2023 at 3:07 PM