Workflows & Automation
Learn how to use workflows and automation to automate your organization's processes.
What is a Workflow?
Workflows are like little programs that automate you and your team. Learn what all they can do!
Workflow Tools
Let's go through the workflow tools and talk about each one.
Creating a Workflow
How to create a workflow.
Triggers
Learn what triggers are and how they work with workflows!
Troubleshooting Workflows
Got an issue in your workflow? Here's how to find it and fix it.
Conditions & Dynamic Workflows
Workflows can be dynamic based on response and other actions that your prospects take.
Adding Contacts to Workflows
So you have your workflow ready to launch! How do you add clients or prospects to it?
Workflow Recipes
Tap into workflows that are already remade for you!
Workflow Organization
Organize your workflows!
Workflow Actions
What are actions?