Go to Beacon
All Collections
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
Saving emails to people timelines (Smart Bcc)
Easily log emails you send to your supporters in your database, using our "Smart Bcc" future.
Written by
Ben Cook
Updated this week