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Automations

Eliminate manual work and design ideal member experiences with the power of automations

Workflows Overview

Workflow Settings

Workflow History and Logs

OAuth2 for custom webhooks

Workflow statistics

Restore a deleted workflow

Workflow triggers

Workflow actions

Undo, redo, and review recent workflow changes

How auto-save works in workflows

Pause individual workflow actions

Restore a previous workflow version

Payment Received workflow trigger

Google Sheets workflow action

Date/Time Formatter workflow action

Workflow action: create and update multiple rows in Google Sheets

Custom Webhook workflow action

Custom Code workflow action

Finding Contacts that went through a Workflow

What is the Cost of Premium Actions?

What Are JourneyCARE Automations?

Creating Your First Automation

Using Form Submission Triggers

If/Else branches in workflows

Common automation mistakes

Common workflow actions

Multiple triggers in a workflow

Planning Your Member Experience with Automations

Designing Better Processes Before Automating

Coupon Code Applied workflow trigger

Wait for a user reply or timeout

Reach a workflow goal when a user replies

Send emails from company and custom object workflows

Filter workflows by available product quantity

Insert and edit dynamic values in workflow text fields

Trigger automation in bulk for companies and custom objects

Generate an image with the AI Image Generation action

Analyze an image with the AI Analyze Image action

Video Testimonial Received workflow trigger

Understanding Workflow Triggers: Why Did This Automation Run?

How Workflow Re-Entry Works

How to Create an Automatic Email Reply

Workflow Troubleshooting: Start Here

How to Test a Workflow Before Using It With Members

Add internal comments to conversations with a workflow