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- Triggers
Triggers
Triggers is where all the magic happens. Once you really understand this core functionality of the system, you will be able to automate anything in your business.
Triggers Overview
This video is an overview of how "TRIGGERS" function.
By Fred Vinson
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Last updated 4 years ago
Forms and Triggers
This video walks through how to set up some common automations via forms and triggers.
By Fred Vinson
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Last updated 4 years ago
Appointments and Triggers
This video walks through how to set up some common automations via appointments and triggers.
By Fred Vinson
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Last updated 4 years ago
Facebook Lead Ads and Triggers
This video walks through how to set up some common automations via Facebook Lead Ads and triggers.
By Fred Vinson
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Last updated 4 years ago
Testing Facebook Lead Connection
This video will go over how to test your Facebook lead ad connection.
By Fred Vinson
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Last updated 4 years ago
Triggering Actions with Trigger Links
This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person.
By Fred Vinson
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Last updated 4 years ago
Task Reminders with Triggers
You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set.
By Fred Vinson
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Last updated 4 years ago
Sending data OUT with Zapier
This video shows how to automatically send data to another application via Zapier.
By Fred Vinson
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Last updated 4 years ago
Adding Notes With Triggers
This video will show you how to add a note using triggers.
By Fred Vinson
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Last updated 4 years ago
Testing Facebook Lead Connection
This video will show you how to test the Facebook lead connection.
By Fred Vinson
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Last updated 4 years ago