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Automation

Workflows that follow up, remind and organize for you.

3 articles

  • Build your first workflowCreate a simple workflow that sends a welcome text when someone fills in your form, then publish it.
  • Common workflow triggers and actionsThe triggers and actions most small businesses use, and an idea for each one.
  • Test a workflow and check its historyDo a dry run with a test contact, enroll someone by hand, and see exactly what a workflow did and when.
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