Workflows

Workflows - Overview

This video will give you an overview of the Workflows feature.

How to set user reminders

This video shows how to set user reminders for calls with texts, notifications and emails.

Repeating or Recurring Workflow

This video will show you how to create a repeating or recurring workflow

Facebook Conversion API Setup

Go To Function

This video will show you how to use the Go To Function in workflows.

Forms 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 ...

Appointments in Workflows

This video walks through how to set up some common automations via an appointment being the triggering action for a workflow.

Setting exact times using wait timers in workflows

Shopify Integration

Please refer to this article: https://doc.clickup.com/d/h/87cpx-32964/eb6027270a1fce6/87cpx-6444

Part 1: “Workflows: If/Else Conditions”

This video will go over the IF/ELSE Conditions in Workflows. Please note there are 3 parts to this video.

Part 2: “Workflows: If/Else Conditions" - An example

This video will go over the IF/ELSE Conditions in Workflows. Please note there are 3 parts to this video.

Part 3: Build a Feedback request with if/else conditions

This video will go over the IF/ELSE Conditions in Workflows. Please note there are 3 parts to this video.

Changing Wait Timers

This video will explain changing wait timers within a workflow.

Out Of Office 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 ove ...

AI Booking Bot

This video shows how to use the AI Booking Bot to communicate with leads and secure bookings.

Setting the Time Zone in a Workflow

This video show you how to change the timezone in a specific workflow.

How to Set Up Workflows for Payment Funnels

This video demonstrates how to set up automations for payment funnels, including opt-in, abandon cart and purchase completed workflows.