• Custom Code

    What is Custom Code? Custom Code is a powerful tool that will allow users to create custom logic they want to achieve and are not available currently. This provides flexibility and control beyond the pre-built actions, enabling users to automate complex tasks and integrate with various services not natively supported….

  • Facebook / Instagram – Interactive Messenger

    What are the new Actions? There are 2 new actions in the “Communications” category. 1. The Action On selecting any of the above mentioned actions the sidebar will open where you can capture all the relevant details. 2. Reply Type First thing to do here is to select the “Reply…

  • Facebook / Instagram – User comments on a Post trigger

    What are the new Triggers? When creating a workflow click on “Add Trigger”. The triggers related to comment automation are present in the “Facebook/Instagram events” category. You can directly search for the trigger or scroll down to the category. 1. New Triggers Go to triggers and select from the available…

  • Contact Engagement Score Workflow

    Enhance your customer engagement strategies with our new workflow features. Utilise triggers based on changes in Contact Engagement Scores and actions to adjust these scores directly. TABLE OF CONTENTS Contact Engagement Score Trigger The Contact Engagement Score Trigger enables the automation of workflow actions in response to updates in a…

  • Split Action

    In this Article 1. What is Split Action? Welcome to the Split action—a powerful tool designed to empower your marketing and sales automation strategies. With Split, you can explore diverse routes in your workflows, analyze performance, and optimize your engagement strategies. 2. What are the different types of Split Action?…

  • Text Editor UI Changes 2

    We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor.

  • Text Editor UI Changes

    We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor.

  • Workflow Builder – Overview

    Infinite Canvas layout Use the “Fit to Screen” and “Zoom In/Zoom Out” buttons in the bottom left of the screen to control the view area. The Minimap in the bottom right shows the current position. Add New Trigger Click on “Add New Trigger” button to open the Workflow Triggers list…

  • How to set up Delete Contact action

    In this Article What is Delete Contact? Delete Contact is a powerful new action in workflow that permanently removes a contact from your account and workflows. This action provides a way to maintain a clean and organised contact list, ensuring you only target relevant leads and prospects. How to set…