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