Help Desk

Set Event Start Date In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. How to Set Event Start Date Use this event to set the Event Start Date to a specific day, date, […]

Remove From Workflow In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it This action removes the contact from a specific workflow. Current Workflow Once you toggle any of this on, it means you

Remove From All Workflows In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it This action removes the current contact from all workflows that they are in at that time. Include current workflow By

Send Internal Notification In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action sends a notification to someone other than the contact. Type Of Notification Email From Name Input the name of

Set Contact DND In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action activates do-not-disturb for the contact. Do Not Disturb Enable Contact DND Click on the “enable DND” if the contact

Edit Conversation In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action marks the Conversation as “Read/Unread” and Archive/Unarchive it. Managing Read Or Unread Chats You can either mark the conversation with

Stripe One Time Charge This action triggers a charge in Stripe for a fixed amount to a specific customer in your Stripe account 1. Action Name 2. Stripe Customer ID 3. Description 4. Amount 5. Currency

Update Appointment Status In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action changes the status of an Appointment. If the Contact was added to this Workflow via an appointment-related Trigger (“Appointment”

Add To Google Analytics This action fire an event in Google Analytics. 1. Action Name 2. Tracking ID 3. Event Category 4. Event Action 5. Event Label 6. Event value

Add To Workflow In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action adds a contact to another workflow. Select Workflow Select another workflow you want to add the contact to. You