CRM Help Docs
What is an automation Flow?
What is an Automation Flow? An automation flow is a…
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How to create a contact flow?
💡 What's an automation flow? Steps to create a contact…
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How to create a loop.
Steps to create a loop For example, you have a…
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How to add dynamic fields in the email builder in an automation flow?
Steps to dynamic fields in the email builder Load the…
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How to configure the email step in the automation flow?
Steps to configure the email step Add the ‘Email Send’…
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How to set up an email drip campaign?
Load the flow builder Navigate to the flow builder by…
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How to select all contacts and add them to a flow?
Open contact list Please, navigate to the ‘Database’ on the…
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How to access user’s inputs in an automation flow?
<aside> 💡 What's an automation flow? </aside> <aside> 💡 How…
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How to create an automation flow with a form?
✅ What's an automation flow? ✅ What's the benefit of…
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How to access purchased product info in an automation flow?
💡 How to create an automation flow with a form?…
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How to check email clicked/opened in an automation flow?
💡 What is an automation Flow? 💡 How to create…
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How to use Custom API POST Request to load data into your Flow?
What is Custom API? API is the acronym for Application…
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How to change/set a trigger of a flow?
Steps to change/set a trigger Open the flow Please, navigate…
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How to delete a step connection in Automation Flow?
Steps to delete a step Please, select the step connecting…
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How to load an existing email template in a flow?
💡 How to create an email template? 💡 How to…
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How to add a contact/lead to a flow?
💡 What's an automation flow? 💡 How to create a…
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How to create a call flow?
💡 What's an automation flow? 💡 How to buy a…
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How to send data to your system using Webhook (API)?
💡 Webhooks are "user-defined HTTP callbacks". They are usually triggered…
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How to POST data into your CRM from third party integration using Zapier?
How to POST data into your CRM from third party…
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How to POST data into your CRM from third party integration using Pabbly?
How to POST data into your CRM from third party…
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How to Add Custom Node.JS Code to the Flow?
Run Custom Node JS Code Drag and drop the Run…
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Appending data in contact through Automation Flow?
Select the Type of Flow that you want to Process…
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How to add PayPal/Stripe from an Automation Flow?
Select the Redirect Visitor to URL Drag and drop the…
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How to automatically assign a Blueprint through Automation Flow
Select the Type of Flow that you want to Process…
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Rate Limit: Limit the number of contacts to processed in Automation Flow
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How to Setup the Company Directory in Flow?
Create the Phone Flow Go to the Automations, Create the…
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How to Wish Happy New Year Or Event Greeting in an Automation Flow?
Basics of Flow Trigger is an essential part of the…
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How to Wish Contact Birthday based on Contact’s Birthdate through Automation Flow?
Basics of Flow Trigger is an essential part of the…
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How to Notify the Customer before the Scheduled Meeting?
Basics of Flow Trigger is an essential part of the…
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How to add Unsubscribe Link in Emails?
2. New Window appears on the right side of your…
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Automatically Sending a Greeting Email to every User Created.
Basics of Flow Trigger is an essential part of the…
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How to Rate your Experience after a Phone Call in an Automation Flow
Select the Phone Flow Go to add Flow and you…
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How to rename Flow?
Open Flow which you want to rename Go to Flows…
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How to trigger a flow when you add a tag?
💡 What's an automation flow? Steps to trigger a flow…
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How to use conditional logic in Automation Flows?
How to use conditional logic in Automation Flows? What is…
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Custom API. POST Request & Public Key (Updated)
2. Select API integration and click on the Custom API…
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How to remove contact from Flow?
How to remove contact from Flow? You can complete this…
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How to view Flow Reporting?
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How to add package on form submission through Flow?
Follow the following steps to add package on form submission…
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How to create folder in flows?
2. Select My Automations folder, here you find an option…
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