Workflow
Action - Update Contact Field
This article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field with a new value, either...
Action - Update Custom Value
The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in a CRM. With the ability to update sub-account level...
How to set up Workflow Goal Events
Have you ever thought about how great it would be if contacts who meet a specific condition or a goal event within a workflow could automatically move to a...
How to use the Custom Webhook LC Premium Workflow Action?
The Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services. It allows tailored requests...
How to use the Date/Time Formatter Premium Workflow Action?
The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows.
How to use the Inbound Webhook Workflow Premium Trigger?
Inbound Webhooks enable seamless CRM integration using JSON and POST requests, allowing real-time data transfer and streamlined workflows with external systems.
How to use the Number Formatter Premium Action?
Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific...
How to use the Workflow Slack Premium Action?
Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and...
Set Event Start Date Event In Workflows
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...
Workflow Trigger - Payment received
The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases,...