Automation
By Matt and 4 others5 authors70 articles
- Manage email templates in workflow steps
- Use Execution Logs and Enrollment History to track your workflows
- Find and organise workflows with Advanced Filters and Smart Lists
- Get AI Help While Building Workflows with Learn More
- Add workflow notes, action notes and sticky notes
- Use ClickUp actions and triggers in workflows
- Connect Notion to ZipLeads Workflows
- Log calls from another phone system with the Log External Call workflow action
- Use Sync Edits to Template in workflow emails
- Set up Quick Replies for Facebook and Instagram messages
- Use appointment filters in an If/Else workflow action
- Review a Facebook Conversion API workflow trigger that isn't firing
- How to set up a workflow to reply to Facebook comments with AI
- Organise workflows with nested folders
- Send an Instagram DM with a workflow action
- Use Airtable triggers and actions in workflows
- How to set up Facebook Comment Automation
- Store credentials securely in the Custom Webhook action
- Use OAuth2 authorisation in a Custom Webhook workflow action
- Use Google Contacts triggers and actions in workflows
- Use Jira triggers and actions in workflows
- Create and configure email actions in workflows
- Testing workflows
- Use the AI Analyze Video action in a workflow
- Workflow Action - Router Action
- Set up an A/B test in a workflow
- View SMS and email stats for your workflows
- Find and fix errors in a workflow
- Add an internal comment to a contact's conversation with a workflow
- Workflows - Overview
- Part 1: “Workflows: If/Else Conditions”
- Part 2: “Workflows: If/Else Conditions" - An example
- Part 3: Build a Feedback request with if/else conditions
- Changing 'Wait Step' Workflow actions
- Out Of Office Workflow
- Repeating or Recurring Workflow
- How to set user reminders
- When to manually stop a campaign and how (includes task allocation)
- Go To Function
- Forms in Workflows
- Appointments in Workflows
- Facebook Conversion API Setup
- Setting exact times using wait timers in workflows
- How to create a Webhook to Mindbody
- How to Set Up Workflows for Payment Funnels
- Setting the Time Zone in a Workflow
- Google Sheets Premium Workflow Action
- How to leave ringless voicemail
- How to Remove Conditions from a Workflow and Keep One Branch
- Shopify in Workflows
- Copying Actions between Workflows
- Internal notifications in workflows
- How to Automate DMs for Keyword Comments on Instagram or Facebook
- How to set up a Manual SMS action
- Triggers Overview
- Workflow Trigger - Contact Tag Added or Removed
- Workflow Trigger - Pipeline Stage Changed
- Workflow Triggers for Product Viewed and Added to Cart
- How to Set Up Slack Workflow Triggers
- Workflow Trigger - Contact Changed
- How To Use Inbound Webhook Triggers
- Workflow Trigger - Association is created
- Forms and Triggers
- Appointments and Triggers
- Triggering Actions with Trigger Links
- Adding Notes With Triggers
- Testing Facebook Lead Connection
- Facebook / Instagram - Comments on a Post trigger
- Workflow trigger - Quiz Submitted