AI Conversational Appointment Booking Workflow and Setup Modified on: Tue, 21 Jun, 2022 at 4:38 PM The following is a step-by-step guide on how to set up your own AI Conversational Appointment booking bot within a workflow. 1. Create Workflow Add a trigger with customer Replied (or any other trigger) 2. Select the AI …
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Workflow Goal Event Modified on:Wed, 6 Oct, 2022 at 6:56 PM You’ve probably thought about how cool it would be if contacts who meet a certain condition or a Goal event within a workflow, could automatically move directly to a specific part of a workflow without having to go through previous steps. In this …
Action – Webhook Modified on: Wed, 5 Oct, 2022 at 6:54 PM A Webhook (also called a web callback or HTTP push API) is a way for an app to provide data to other applications API URL triggered by events. Fire a POST or GET Method Webhook with Standard Data and Custom Data/ …
How-to attach Custom Values (MMS) to SMS messages in workflows Modified on: Wed, 5 Oct, 2022 at 6:50 PM Custom values are exceptionally powerful and versatile. In this guide, we will cover how you can use custom values to send MMS messages within workflows. Custom values are great for leveraging snapshots and your favorite workflow(s). …
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Action – Math Operation Modified on:Wed, 5 Oct, 2022 at 6:48 PM How it Works? Select field – select any Numeric / Monetary / Date field as an Input Operations – select an operation and enter respective values Update field – select any field to update it with the output value (field type should …
Action – Update Contact Field – Date type field Modified on: Wed, 5 Oct, 2022 at 6:46 PM Update Date type fields with the following options: < Custom Date Update using custom values/fields in the recommended formats: MM-DD-YYYY, Ex : 12-21-2021 DD-MMM-YYYY, Ex : 21-OCT-2021 Current Date Updates the current date to the selected …
Action – If/Else – Date type field conditions Modified on: Wed, 5 Oct, 2022 at 6:44 PM Compare any Date type field with the following conditions: Condition based on recent days Today Tomorrow Yesterday Condition based on number of days/weeks/months/years After Before In the Next Condition based on a particular date On After …
How to get Conversion List for Google Ads in Trigger/Workflows Modified on: Wed, 5 Oct, 2022 at 6:28 PM In your Google Ads Account, go to Tools and Settings. Click Conversions in Tools and Settings Next click the ADD CONVERSION ACTION To start tracking conversion, we need to …
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Contact Changed Workflow Trigger Modified on: Wed, 5 Oct, 2022 at 6:27 PM The Contact Changed Workflow Trigger allows you to automate actions when changes are made to a Contact Record such as: Tags being added or removed DND being activated or removed Contact being assigned or reassigned to a user Custom fields being …
Facebook Conversion API Workflow Trigger Not working? Modified on: Wed, 5 Oct, 2022 at 5:25 PM Please make sure that you are not using the test workflow button when testing the Facebook Conversion API in Workflow. Always save and publish and use one of these triggers to test your conversion.. Trigger should be an …
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