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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Advanced Workflow Builder

New Feature: Advanced Workflow Builder

November 07, 20251 min read

Your workflows help you automate many processes in your business. However, if you’re familiar with logic and want a freer way to build your automation, the new Advanced Workflow Builder will help you drag, drop, and design workflows across an open canvas. Let’s check how!

⭐️ How To Use The Advanced Workflow Builder?

  1. Start by navigating to the Workflows tab inside the Automation section and creating or editing a build.

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  2. Using the dropdown at the top left corner, switch to the Advanced Builder.

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  3. Click + Add, then select whether you want to include an action or trigger.

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  4. To connect nodes, drag the connector handle (or the + icon) to stitch your workflow. If a node got automatically connected and you want to reroute it, click the trash can icon, then follow the previous steps.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Delinked Nodes: Handle multiple workflows in a single canvas and a contact flow that starts on different actions depending on the trigger with the Advanced Builder.

  • Keyboard Shortcuts: When using the Advanced Builder, you also have access to shortcuts. You can see their full list by clicking the keyboard icon, helping you build fast and efficiently.

  • Improved Organization: Color coding and Auto Layout are available when using this builder, helping you ensure your workflow works smoothly and is easy to identify.

This new builder type has everything you love about workflows, but faster, clearer, and more intuitive than ever, replacing the linear list with a visual canvas so you can place, connect, and rearrange logic exactly how you want. We hope you enjoy it!

New FeatureNew UpdateWorkflowsAutomationAdvanced Workflow Builder
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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