Automation
Guides and articles about Automation & Workflows
By Infinity Support1 author172 articles
- Trigger Links
- Analyze Trigger Links
- How To Automate Lead Value Using Survey Submissions
- Workflow Campaigns
- Workflows Overview
- Builder Tab
- Create New Workflow
- Workflow Loop Lockouts
- How to Send WhatsApp Flows from Workflows
- How to Use Automation for Lead Generation
- How To Notify Users When a Lead Is Added
- How to Automate Opportunity Creation from Form Submissions
- How To Create User Assigned Workflows
- How to Auto Mark Messages As Read in Automation
- How to Integrate Your Campaigns Into Workflows
- Understanding Automation
- How to Effectively Test Your Workflows
- Understanding and Preventing Race Conditions
- How to Rearrange Actions in Your Workflow Builder
- Duplicating Conditional Branches
- How to Create Automated Annual Messages in Workflows
- Automating Phone Connections Between Team Members And Leads
- Mastering Workflow Templates
- How to Restore Deleted Workflows
- How to Allow Multiple Opportunities in Workflows
- How to Create a Workflow with the Task Completed Trigger
- Workflow Notes
- Smart Lists for Workflows
- How to Use Opportunity Custom Fields in the Event Start Date Action
- How to Check for Errors in Workflows
- Notion Actions & Triggers in Workflows
- Google Contacts Actions & Triggers in Workflows
- ClickUp Actions & Triggers in Workflows
- Airtable Actions & Triggers in Workflows
- How to Use Internal Notifications When No Contact is Enrolled in Workflow
- Version History in Workflows
- Basecamp Actions & Triggers in Workflows
- How to Assign Fillable Fields from Workflows
- Standard Builder Keyboard Shortcuts
- How to Use Find & Replace in Workflows
- Statistics in Automation
- Apify Actions & Triggers in Workflows
- Call Status Trigger
- Contact Changed Trigger
- Contact Created Trigger
- Contact DND Trigger
- Contact Tag Trigger
- Birthday Reminder Trigger
- Contact Triggers Overview
- Invoice Trigger
- Shopify Triggers
- Pipeline Stage Changed Trigger
- Trigger Link Clicked Trigger
- Task Reminder Trigger
- Task Added Trigger
- Note Changed Trigger
- Note Added Trigger
- Custom Date Reminder Trigger
- Workflow Triggers
- Documents and Contracts Trigger
- Number Validation Trigger
- Contact Engagement Score Trigger
- Subscription & Return Triggers
- Payment Received Trigger
- Opportunity Status Change Trigger
- Estimates Trigger
- Custom Object Created Trigger
- Custom Objects Changed Trigger
- Task Completed Trigger
- Messaging Error Trigger
- Opportunity Created Trigger
- Affiliate Created Trigger
- New Affiliate Sales Trigger
- Scheduler Trigger
- Manual Action To SMS
- How to use the Date/Time Formatter Workflow Action?
- Clear Fields of Company or Associated Contact Action
- Array Formatter Action
- Event Start Date Action
- Create Company or Associated Record Action
- Math Operation Action
- If/Else Action
- Number Formatter Action
- Go To Action
- Manual Action To Call
- Assign To User Action
- Add To Workflow Action
- Remove Assigned User Action
- Add To Notes Action
- Create/Update Opportunity Action
- Remove Contact Tag Action
- Add Contact Tag Action
- Voicemail Action
- Call Action
- Send SMS Action
- Send Email Action
- Workflow Actions
- Remove From Workflow Action
- Remove Opportunity Action
- Enable/Disable DND Action
- Edit Conversation Action
- Stripe One Time Charge Action
- Add Task Action
- Update Contact Field Action
- Facebook - Add To Custom Audience Action
- Update Custom Value Action
- Find Contact Action
- Drip Action
- Troubleshooting Webhooks in Automation
- Split Action
- Add Manual Sales For An Affiliate Action
- Text Formatter Action
- Add/Remove Contact Followers Action
- Log External Call Action
- WhatsApp: Customer Service Window Check Action
- Add Leads Under an Affiliate Action
- Facebook - Remove From Custom Audience Action
- Webhook Action
- WhatsApp Action
- Send Estimates Action
- Instagram Interactive Messenger Action
- Facebook Interactive Messenger Action
- Clear Fields of Custom Object or Associated Record Action
- Update Custom Object or Associated Record Action
- Create Custom Object or Associated Record Action
- Smart Push Notification Action
- Create an Associated Record Action
- Update an Associated Record Action
- Clear Fields of an Associated Record Action
- Modify Contact Engagement Score Action
- Create Appointment Note Action
- Add Owner to Opportunity Action
- Create Opportunity Action
- Find Opportunity Action
- Remove Owner from Opportunity Action
- Add Follower(s) to Opportunity Action
- Remove Follower(s) from Opportunity Action
- Update Opportunity Action
- Send Documents & Contracts Action
- WhatsApp Media Action
- Generate One-Time Booking Link Action
- Delete Contact Action
- Reply In Comments Action
- Send Invoice Action
- Send Live Chat Message Action
- Add to Affiliate Manager Action
- Send Recurring Invoice Action
- Add To Affiliate Campaign Action
- Remove From Affiliate Campaign Action
- Update Affiliate Action
- Record Voicemail Action
- Create Contact Action
- WhatsApp: Send Flows Action
- Connect Call IVR Action
- Say or Play Message Action
- How to Copy Actions Between Workflows
- WhatsApp Interactive Messages Action
- Update Company or Associated Record Action
- Add Associated Record to Workflow Action
- Remove Associated Record from Workflow Action
- Find Object Record / Company Action
- Merge Contact Action
- How to Create a Private Integration
- How to Integrate Zapier
- How to Connect Notion
- How to Connect Airtable
- How to Connect ClickUp
- How to Set Up Automated Missed Call Text Back
- How To Add Multiple Contacts To an Automation
- Prospect Generated Trigger
- End IVR Call Action
- Gather Input On Call Action