Affiliate Workflows Overview Check out related articles on Affiliate Workflows: - All About Affiliate Sales Trigger//help.heyclients.io/article/1100-all-about-a

Action - Math Operation The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and sc

Action - Assign to User The “Assign To User” workflow action is designed to simplify contact assignment within your workflows. It also has the added benefit of

Action - Create Contact TABLE OF CONTENTS - Overviewoverview - Action Nameaction - Action Descriptionaction-description - Action Detailsaction-details - Example

Action - Update Opportunity The Update Opportunity action allows you to modify an existing opportunity within your sales pipeline. This action updates either th

Action - Create Opportunity The Create Opportunity action is used to generate a new opportunity within a specified pipeline and stage. It can automatically popu

Action - Remove from Workflow TABLE OF CONTENTS - Overviewoverview - Action Nameaction - Action Descriptionaction-description - Action Detailsaction-details - E

Action - Update Contact Field This article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field

Action - Send SMS TABLE OF CONTENTS - Overviewoverview - Action Nameaction - Action Descriptionaction-description - Action Detailsaction-details - Exampleexampl

How to Set Up Internal Notifications in Workflows Setting Up Internal Notifications in Workflows Objective: To set up an internal notification that is sent th

Action - Create/Update Opportunity TABLE OF CONTENTS - Overviewoverview - Action Descriptionaction-description - Action Detailsaction-details - Exampleexample P

How to use Email Template Builder in the Workflow Send Email Action The email template builder is now integrated into our "Send Email" workflow action. With thi

If Else Conditions - using AND or OR conditions In this article, we'll explain the difference between using the AND or the OR conditions within the If / Else co

Action - Webhook 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. T

Set Event Start Date Action In Workflows In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tas

How to use the Date/Time Formatter Workflow Action? The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time struc

Action - Send Email TABLE OF CONTENTS - Overviewoverview - Action Nameaction - Action Descriptionaction-description - Action Detailsaction-details - Exampleexam

Setting Up Facebook Conversions API With Workflows, you can add Facebook Conversion event actions in automation to send conversion data back to Facebook without