Phase 3 Automation #1: Introduction To Automation Workflows
In this video, we’ll be looking at automation workflows within the CRM. To access your automation workflows, click…
Help centre
Automation workflows
Build automations that do the admin for you.
Phase 3 Automation #2: First Small Automation
Now that we have our status change workflow, I would like to set up this trigger to listen out for specific events. In…
Phase 3 Automation #3: Navigating Data Records
In this video, we’re going to navigate between different data records. To demonstrate I have changed a status multiple…
Phase 3 Automation #4: Re-running Automations
In this video, we’re going to see how the rerun function works. Because we have multiple data records, there might be…
Phase 3 Step #5: Building Out Workflows (Part 1)
In this video, we’re going to expand on our existing workflow to perform various actions. In this case, I would like…
Phase 3 Step #6: Building Out Workflows (Part 2)
In this video we’re going to expand on our existing workflow and we would like to see that after the status has…
Phase 3 Step #7: Building Out Workflows (Part 3)
In this video, we want to expand on our workflow even further. I would like to see that after the status for this…
Run your whole business from one client record
Calls, texts, WhatsApp, email, quotes and automation in one CRM. Live in 48 hours, with your data migrated and your team trained.