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

Written by Ben Cook
Updated this week

Workflow trigger: on record create, on record update

Written by Gareth Lemon
Updated this week

Workflow trigger: on form submission

Written by Chris Houghton
Updated this week

Saving emails to people timelines (Smart Bcc)

Written by Ben Cook
Updated this week