Marketplace Workflow Triggers & Actions are the custom workflow triggers & actions managed in App Marketplace. The App Marketplace is a directory of Apps with Custom Workflow Triggers/Actions, Custom Providers, etc,. that you can install and use in your account. App Marketplace Note: If ‘App marketplace’ is not visible on…
Array Functions To handle array data in workflow Select Action Typ Action Type: Find To find the matching key-value’s in an array of objects and return the object Select Field All the fields with data type array available in the workflow are listed here. The list of available array data…
In this Article 1. What is Array Function? Array Functions is a premium action in workflow automation specifically designed to handle array data. This functionality is very useful for complex workflows involving arrays. 2. How to use Action Types? 2.1 Action Type : Find Select Shopify → Line Items 2.2…
Copy Contact Copy Contact enables copying contact to another account. Select an Account The contact will be copied to the selected account. Only the accounts that the logged in user has access to will be listed here. Copy Tags If enabled, contact tags will be copied to the selected account….
Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time data transfer capability enhances CRM functionality and streamlines workflows, facilitating efficient communication and collaboration across various platforms and tools. What is an Inbound Webhook?…
In this guide, we’ll explore the “Set Event Start Date” Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event management. This feature is crucial for maintaining well-organized webinars, conferences, or personalized notification systems.. What is the Set Event Start Date…
Error and Opt-out Rate Monitoring Please Note: As soon as the account will hit the temporary suspension all upcoming outbound SMS will be failed till 00:00 AM UTC. What should we do when we get a violation email? What are error and opt-out rates and good to have a threshold?…
In this article, we will learn how we can increase our call answer rates by remediating ‘spam likely’ / ‘potential spam’ / ‘scam likely’ on the caller ID in the US (US only). If the phone number flagged as ‘spam likely’ is relatively new or not critical to your business…
Overview The Number Intelligence feature is designed to help sub-account users reduce spam calls, verify number validity before sending SMS, and identify unknown callers. This article explains how the feature works, the benefits, and how you can manage it to fit your business needs. Key Features of Number Intelligence Benefits…
What is Know Your Customer (KYC)? If you have built an A2P communications solution, you will be familiar with Know Your Customer (KYC) data. Originating from the banking industry, KYC is essentially customer information that is required to identify and verify an individual or business is who they say they…
