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Workflow

They are the mechanism by which people and enterprises accomplish their work
  • Developer Resources

  • How to use the Date/Time Formatter Premium Workflow Action?

    The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and...
  • Action – Update Contact Field

    This article explains workflows’ “Update Contact Field” and “Clear Field Data” actions. The former allows updating a contact field with...
  • Workflow Trigger – Payment received

    The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM,...
  • How to use the Number Formatter Premium Action?

    Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to...
  • Action – Update Custom Value

    The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in a CRM. With the...
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