Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
Improved Feature: Create Draft Estimates using Workflows
This feature allows you to create draft estimates. Which are not sent to customers and can be reviewed, edited, and finalized later. Using workflows for creation and leaving sending to you! ...more
Important Updates ,New Feature Release Payments Workflows &Automations
April 22, 2025•1 min read
Improved Feature: Execution Log Enhancements
The Execution log gives you insights into your workflow’s functionality, helping you troubleshoot easily and maintain efficiency. We’ve made a few changes making it easier to use! Check them out! ...more
Important Updates ,New Feature Release Workflows &Automations
April 07, 2025•1 min read
New Feature: Create Draft Documents Using Workflows
This feature creates a document while keeping the final sending step in your hands, improving completion management and allowing you to send pre-signed and error-free documents. ...more
Important Updates ,New Feature Release Workflows &Automations
April 03, 2025•1 min read
New Feature: Error Highlight and Error Resolution in Workflows
This feature provides AI assistance to workflow management. Adding helpful insights into your workflow and boosting your confidence in automation while saving you time and lowering the need for extern... ...more
Important Updates ,New Feature Release Workflows &Automations
April 01, 2025•1 min read
Improved Feature: CC & BCC in Email Action
The Email action helps you reach your contacts through workflows. However, we know that email communications may include more than one recipient, so we’ve updated the Email Action to fit your needs. ...more
Important Updates ,New Feature Release Workflows &Automations
March 31, 2025•1 min read
New Features: Opportunity Workflow Actions
These improvements and additions will make your opportunity management easier to automate providing avenues for convenient follow-up, accurate opportunity creation, and workflow customization. ...more
Important Updates ,New Feature Release Workflows Automations &Opportunities
March 18, 2025•2 min read
New Feature: Prospect Generated Trigger
This feature allows for an easy way to create an efficient onboarding and increased customer contact process for leads acquired with the Prospecting Tool or embedded widgets. All while maintaining a p... ...more
Important Updates ,New Feature Release Workflows &Automations
March 05, 2025•1 min read
New Feature: Smart Push Notification Action for Client Portal
This feature will enhance your member engagement and content visibility, sending a real-time push notification on mobile and web apps that keeps everyone involved. ...more
Important Updates ,New Feature Release Membership Workflows &Automations
March 03, 2025•1 min read
Improved Feature: Branching in Find Contact Action
The Find Contact Action, besides identifying contacts who match specific criteria it will also give you a branched set-up that adds flexibility to your workflows and makes it easy to identify the tota... ...more
Important Updates ,New Feature Release Workflows &Automations
February 19, 2025•1 min read
New Feature: T&C Filter for Forms, Surveys & Quizzes in Workflows
This filter allows for advanced segmentation based on the user's status, providing an improved experience to customers and helping you ensure compliance at all times. That way, both your business and ... ...more
Important Updates ,New Feature Release Workflows &Automations
February 19, 2025•1 min read
New Feature: Create Appointment Note Action
This feature leads to increased note organization and lower update times by leveraging a multi-trigger configuration into a simple customization process to get a catered automation. ...more
Important Updates ,New Feature Release Workflows &Automations
February 18, 2025•1 min read
New Feature: Workflow Actions for Associated Custom Object Records
These actions will help you improve data management for all Custom Objected data, creating a smooth error-free way to update your database without being time-consuming. Enjoy the added efficiency! ...more
Important Updates ,New Feature Release Workflows Automations &Custom Objects
February 12, 2025•1 min read
New Feature: Trigger a Workflow within Conversation AI
Adding this option helps smooth the transition between bot and internal processes, creating a seamless transition for customers if you streamline them into a workflow, covering internal processes and ... ...more
Important Updates ,New Feature Release &Automations
January 27, 2025•1 min read
New Feature: Update Conversation AI Bot and Status Action
By using this action you can best leverage different bots in a conversation, giving your business a more robust feeling that approaches customers with the best personality and tone for their step in t... ...more
Important Updates ,New Feature Release Workflows &Automations
January 17, 2025•1 min read
New Feature: Custom Objects Actions & Triggers in Workflows
This update will maximize your efficiency by automating all processes related to your custom objects. Increasing time for customer care, ensuring accurate information, and limiting errors. ...more
Important Updates ,New Feature Release Workflows Automations &Custom Objects
December 09, 2024•1 min read
