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Automation
Automation
Automating the manual data tasks you do every day.
4 articles in this collection
Written by
Chris Houghton,
Ben Cook,
and
Gareth Lemon
Workflows
Automate many of the manual data tasks you do every day.
Written by
Ben Cook
Updated over a week ago
Workflow trigger: on record create, on record update
Working with workflows - triggers, filters and actions
Written by
Gareth Lemon
Updated over a week ago
Workflow trigger: on form submission
Triggering your workflow with form submissions - filters and subsequent actions
Written by
Chris Houghton
Updated over a week ago
Logging emails (Smart Bcc & Smart forward)
Easily log emails you send to the supporters in your database, using our 'Smart Bcc' and 'Smart forward' features.
Written by
Ben Cook
Updated this week