Automation | Flows – CRM Help Docs

What is an automation Flow?

10 Oct, 23

What is an Automation Flow? An automation flow is a

How to create a contact flow?

10 Oct, 23

💡 What's an automation flow? Steps to create a contact

How to create a loop.

8 Sep, 23

Steps to create a loop For example, you have a

How to add dynamic fields in the email builder in an automation flow?

8 Sep, 23

Steps to dynamic fields in the email builder Load the

How to configure the email step in the automation flow?

8 Sep, 23

Steps to configure the email step Add the ‘Email Send’

How to set up an email drip campaign?

8 Sep, 23

Load the flow builder Navigate to the flow builder by

How to select all contacts and add them to a flow?

9 Oct, 23

Open contact list Please, navigate to the ‘Database’ on the

How to access user’s inputs in an automation flow?

9 Oct, 23

<aside> 💡 What's an automation flow? </aside> <aside> 💡 How

How to create an automation flow with a form?

9 Oct, 23

✅ What's an automation flow? ✅ What's the benefit of

How to access purchased product info in an automation flow?

9 Oct, 23

💡 How to create an automation flow with a form?

How to check email clicked/opened in an automation flow?

9 Oct, 23

💡 What is an automation Flow? 💡 How to create

How to use Custom API POST Request to load data into your Flow?

9 Oct, 23

What is Custom API? API is the acronym for Application

How to change/set a trigger of a flow?

9 Oct, 23

Steps to change/set a trigger Open the flow Please, navigate

How to delete a step connection in Automation Flow?

9 Oct, 23

Steps to delete a step Please, select the step connecting

How to load an existing email template in a flow?

9 Oct, 23

💡 How to create an email template? 💡 How to

How to add a contact/lead to a flow?

9 Oct, 23

💡 What's an automation flow? 💡 How to create a

How to create a call flow?

9 Oct, 23

💡 What's an automation flow? 💡 How to buy a

How to send data to your system using Webhook (API)?

9 Oct, 23

💡 Webhooks are "user-defined HTTP callbacks". They are usually triggered

How to POST data into your CRM from third party integration using Zapier?

10 Oct, 23

How to POST data into your CRM from third party

How to POST data into your CRM from third party integration using Pabbly?

10 Oct, 23

How to POST data into your CRM from third party

How to Add Custom Node.JS Code to the Flow?

10 Oct, 23

Run Custom Node JS Code Drag and drop the Run

Appending data in contact through Automation Flow?

10 Oct, 23

Select the Type of Flow that you want to Process

How to add PayPal/Stripe from an Automation Flow?

10 Oct, 23

Select the Redirect Visitor to URL Drag and drop the

How to automatically assign a Blueprint through Automation Flow

10 Oct, 23

Select the Type of Flow that you want to Process

Rate Limit: Limit the number of contacts to processed in Automation Flow

10 Oct, 23

How to Setup the Company Directory in Flow?

10 Oct, 23

Create the Phone Flow Go to the Automations, Create the

How to Wish Happy New Year Or Event Greeting in an Automation Flow?

10 Oct, 23

Basics of Flow Trigger is an essential part of the

How to Wish Contact Birthday based on Contact’s Birthdate through Automation Flow?

10 Oct, 23

Basics of Flow Trigger is an essential part of the

How to Notify the Customer before the Scheduled Meeting?

10 Oct, 23

Basics of Flow Trigger is an essential part of the

How to add Unsubscribe Link in Emails?

10 Oct, 23

2. New Window appears on the right side of your

Automatically Sending a Greeting Email to every User Created.

10 Oct, 23

Basics of Flow Trigger is an essential part of the

How to Rate your Experience after a Phone Call in an Automation Flow

10 Oct, 23

Select the Phone Flow Go to add Flow and you

How to rename Flow?

10 Oct, 23

Open Flow which you want to rename Go to Flows

How to trigger a flow when you add a tag?

10 Oct, 23

💡 What's an automation flow? Steps to trigger a flow

How to use conditional logic in Automation Flows?

10 Oct, 23

How to use conditional logic in Automation Flows? What is

Custom API. POST Request & Public Key (Updated)

10 Oct, 23

2. Select API integration and click on the Custom API

How to remove contact from Flow?

10 Oct, 23

How to remove contact from Flow? You can complete this

How to view Flow Reporting?

10 Oct, 23

How to add package on form submission through Flow?

10 Oct, 23

Follow the following steps to add package on form submission

How to create folder in flows?

10 Oct, 23

2. Select My Automations folder, here you find an option