This video will give you an overview of the Workflows feature.
This video shows how to set user reminders for calls with texts, notifications, and emails.
This video will show you how to create a repeating or recurring workflow
This video will show you how to use the Go To Function in workflows.
This video walks through how to set up some common automations when a form is the trigger in a workflow. Note that you can use the additional filters to set special conditions so that the trigger only activates depending on a specific response. Fo ...
This video walks through how to set up some common automation via an appointment being the triggering action for a workflow.
Shopify Integration - Private app Note:Shopify deprecated "Private App" and only supports creating "Custom App" as of January 2022. You can create Custom App by following the procedure in the below link: https://doc.clickup.com/d/h/ ...
This video will go over the IF/ELSE Conditions in Workflows. Please note there are 3 parts to this video.
This video will go over the IF/ELSE Conditions in Workflows. Please note there are 3 parts to this video.
This video will go over the IF/ELSE Conditions in Workflows. Please note there are 3 parts to this video.
This video will explain changing wait timers within a workflow.
This video shows how to set up an out of office workflow that can be used every day after your business has closed, or when you are away for an extended period of time, such as over Christmas.
This video shows how to use the AI Booking Bot to communicate with leads and secure bookings.