First, you need to click on Automation from the left bar menu then click on the flows option. Select My Automations folder, here you find an option of New Folder. Now click on n ...
Follow the following steps to add package on form submission through Flow? Click on the automation ,and create the flow. Select on form submission and add your desire for ...
First, you need to click on Automations from the left bar menu then click on the flows option. Select flow for which you want reporting.
How to remove contact from Flow? You can complete this request using 2 steps: Step 1: Create a Flow using below steps: Publish the Flow and name it for example: Remove from al ...
First you have to create a track, for that navigates to tracks from very left side. Then create the track and select that track. Select API integration and click on the Cu ...
How to use conditional logic in Automation Flows? What is conditional logic? Conditional logic in automation flows refers to the use of if-then statements to automate decision-ma ...
Steps to trigger a flow Create a contact flow Load the flow builder Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have th ...
Open Flow which you want to rename Go to Flows and click on Flow which you want to rename as mentioned on below image: Once Flow is opened, click on bars on right side to see F ...
Steps to trigger a flow Create a contact flow Load the flow builder Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have th ...
Select the Phone Flow Go to add Flow and you need to Select the Phone Flow Type To get access to the Phone Settings in the Flow. Assign the Flow to a Number for it to start workin ...
Under Automation Flows → Click on Send Email Step New Window appears on the right side of your screen. Follow the steps as per mentioned in the below image. Cl ...
Basics of Flow Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger. Meeting Sch ...
Basics of Flow Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger. User Create ...
Basics of Flow Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger. Wait For Am ...
Basics of Flow Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger. Wait For Am ...
Click on Automation on your left bar menu then click on create flow. Drag and drop “Rate limit” option into your screen. Double-click on the rate limit, ...
Create the Phone Flow Go to the Automations, Create the type Phone Flow to have the Phone settings in the Flow. Adding Company Directory From the side menu Drag and Drop the C ...
Select the Type of Flow that you want to Process You can select any of the flow that you want to process as you can append data in all the three types of flows Select Execute B ...
Select the Redirect Visitor to URL Drag and drop the redirect visitor to URL from the logic section of the automation flow. Add PayPal / Stripe You can add the direct link of ...
Select the Type of Flow that you want to Process You can select any of the flow that you want to process as you can append data in all the three types of flows Select Append Da ...
Run Custom Node JS Code Drag and drop the Run Custom to start using the code editor Inside Code Editor Here is the Custom Node.JS code that you can insert. You can also create ...
How to POST data into your CRM from third party integration using Zapier? For example you have 3rd party integration with Zapier and you are getting data from 3rd party and would ...
How to POST data into your CRM from third party integration using Pabbly? For example you have 3rd party integration with Pabbly and you are getting data from 3rd party and would ...
💡 Webhooks are "user-defined HTTP callbacks". They are usually triggered by some event, such as pushing code to a repository or a comment being create a contact. When that event o ...
Steps to create a call flow Create a flow Load the flow builder Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the fl ...
Steps to add a contact/lead to a flow? Open the contacts Please, navigate to the ‘Database’ on the left side menu. Once the page is open, please click on the ‘C ...
Add the ‘Email Send’ step Under the ‘Messaging’ section, you will get the ‘Send Email’ step The system will allow you to configure that step ...
Steps to delete a step Please, select the step connecting line and right click and select ‘Delete’ option Please, repeat the same process for the bottom connecting ...
Steps to change/set a trigger Open the flow Please, navigate to the ‘Flows’ on the left side menu bar and open your flow in the flow editor. change the trigger On ...
What is Custom API? API is the acronym for Application Programming Interface, which is a software intermediary that allows two applications to talk to each other. Each time you us ...
💡 If you send an email to your client and your user opens that email, the system will consider that email as opened email. And if you send any links in that email and the user cli ...
Steps to get purchased product info in a flow Use the ‘Condition’ step inside the flow builder Drag the ‘Condition’ step Inside flow builder, we have the ...
Steps to create a form Create a New Form Load the Form Builder Navigate to the form builder by clicking the “Database” on the left side menu. Then when you have the ...
Steps to get user’s inputs in a flow Use the ‘Condition’ step inside the flow builder Drag the ‘Condition’ step Inside flow builder, we have the 'C ...
Steps to select all contacts and add them to flow Open contact list Please, navigate to the ‘Database’ on the left side menu. You will get the list of all contacts ...
Steps to create an email drip campaign Load the flow builder Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the ...
Steps to configure the email step Add the ‘Email Send’ step Under the ‘Messaging’ section, you will get the ‘Send Email’ step The system wi ...
Steps to select all contacts and add them to flow Open contact list Please, navigate to the ‘Database’ on the left side menu. You will get the list of all contacts ...
Steps to dynamic fields in the email builder Load the email builder Please, click on the email step and navigate to the ‘Edit Email’ button. Steps to dynamic field ...
💡 What is an automation Flow? 💡 How to create a contact flow? 💡 How to create an automation flow with a form? For some cases, you might need to create a loop in your flow l ...
What is an Automation Flow? An automation flow is a process to automate repetitive tasks to enhance marketing efforts at different life cycle points for lead generation. For examp ...
What's an automation flow? Types of automation flows When you start building a flow, the system allows you to select the type of data that you want to process. If you don&rsq ...
