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Workflows
This section will go over how workflows work and how to use them.
Workflows - Overview
This video will give you an overview of the Workflows feature.
By Fred Vinson
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Last updated 3 years ago
How To Set User Reminders
This video shows how to set user reminders for calls with texts, notifications and emails.
By Fred Vinson
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Last updated 3 years ago
How To Create A Repeating or Recurring Workflow
This video will show you how to create a repeating or recurring workflow.
By Fred Vinson
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Last updated 3 years ago
How To Use The Workflow Go To Function
This video will show you how to use the Go To function in workflows.
By Fred Vinson
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Last updated 3 years ago
How To Setup Form Automations In Workflows
This video walks through how to set up some common automations when a form is the trigger in a workflow.
By Fred Vinson
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Last updated 3 years ago
How To Setup Appointment Automation Workflows
This video walks through how to set up some common automations via an appointment being the triggering action for a workflow.
By Fred Vinson
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Last updated 3 years ago
Workflow Facebook Conversion API Setup
This video will go over how to setup the Facebook conversion API in workflows.
By Fred Vinson
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Last updated 3 years ago
Workflow Shopify Integration
This will show you how to integrate Shopify with your account.
By Fred Vinson
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Last updated 3 years ago