TABLE OF CONTENTS Overview About the Integration How to Set Up Todoist Connect via the Workflow Builder (recommended) Connect via Settings (alternative path) List of Triggers List of Actions Example: Setting Up a Trigger (New incomplete task) Step 1: Add the trigger Step 2: Configure the trigger Step 3: Test…
TABLE OF CONTENTS Overview About the Integration How to Set Up Jira Connect via the Workflow Builder (recommended) Connect via Settings (alternative path) List of Triggers List of Actions Example: Setting Up a Trigger (New issue) Step 1: Add the trigger Step 2: Configure the trigger Step 3: Test the…
Connect Canva directly in the application’s Media Storage so your team can access designs from a dedicated Canva view. This article covers how the integration works, how to connect it, and how to use Canva designs in Media Storage. TABLE OF CONTENTS What is Canva Integration in Media Storage? Key…
Embedded Appointment Booking helps Facebook Lead Ads convert more form submissions into booked appointments by letting leads schedule directly after submitting an Instant Form. When supported by Meta, a the calendar booking experience can appear on the form’s Thank You page, reducing the need for leads to open a separate…
Connect and manage multiple Google accounts from a single location to simplify access to supported integrations and services. This feature allows you to add additional Google accounts, choose a primary account, and switch between connected accounts when needed. TABLE OF CONTENTS What is Google Account Management? How to Connect a…
Improve event tracking accuracy by sending events directly from your server to Meta using the Conversions API. This helps reduce data loss caused by browser restrictions, cookie limitations, and ad blockers while improving attribution and campaign reporting. TABLE OF CONTENTS What is Meta Conversions API? Why Use Conversions API? Updated…
This article provides a step-by-step guide to setting up Conversation AI V3 using the Guided Form approach. With the Guided Form method, you can create bots without writing prompts—just fill out a simple form, define your objectives, and let the system handle the logic. It’s perfect for quickly building effective,…
Overview Subscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates. This helps manage customer needs without cancelling and recreating subscriptions, while keeping billing dates consistent. Table of Contents Overview What does this feature do? What do I need to use this feature? How…
Conversation AI on mobile brings AI-powered customer replies into the mobile apps, helping users manage conversations while away from desktop. This article shows how Conversation AI works on mobile, how Autopilot Mode and Suggestive Mode behave in conversations, and how to pause, activate, or schedule bot reactivation from the mobile…
Seamlessly sync your LinkedIn Lead Gen Form submissions directly into your CRM. Connect one or more LinkedIn ad accounts, map your form fields, and automatically receive new leads in your sub-account. TABLE OF CONTENTS Before You Begin Connect LinkedIn to Your CRM Step 1: Connect Your LinkedIn Account Step 2:…
