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: Notify Followers & Opportunity Owners with Workflows
We’ve expanded the Internal Notification capabilities, increasing the user selection options. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 08, 2026•1 min read
New Feature: Conversations SLA Trigger & Permissions Management
We’ve increased your management capabilities with the SLA timer in conversations, adding automation and permission limitations for an improved experience. Let’s learn how to use them! ...more
Important Updates ,New Feature Release Automations &Conversations
July 07, 2026•1 min read
New Feature: Calendly Actions & Triggers
With this feature, meeting details automatically sync to the CRM, helping you eliminate manual logging, add support for more complex, personalized automation, access AI agents, and increase your produ... ...more
Important Updates ,New Feature Release Workflows &Automations
July 06, 2026•1 min read
Improved Feature: Workflow AI Assistant
We’ve increased the response capabilities of your Workflow AI Assistant, allowing it to provide complete answers to conversational questions. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 03, 2026•1 min read
Improved Feature: Opportunity Owners & Followers in If/Else Action
Now, you can use owners and followers currently assigned to the opportunity as Conditions to route the contact when reaching the If/Else step. Let’s check the changes! ...more
Important Updates ,New Feature Release Workflows &Automations
July 01, 2026•1 min read
New Feature: HouseCall Pro Actions & Triggers in Workflows
This lets you respond more efficiently to Home Services, keep your configuration flexible, improve lead capture, and make project management easier with an expanded array of automation tools. Let’s le... ...more
Important Updates ,New Feature Release Workflows &Automations
June 29, 2026•1 min read
Improved Feature: Goal Event Action
We’ve added the Task option to the Goal Event action, making it easier to manage, follow up, and move contacts across workflows whenever your team completes a key step. Let’s learn how to use it! ...more
Important Updates ,New Feature Release Workflows &Automations
June 22, 2026•1 min read
Improved Feature: AI Agent Action
With this addition, you can connect multiple knowledge bases to your AI Agent action, retrieving only the relevant information when needed. Allowing the agent to refer to them in its responses with st... ...more
Important Updates ,New Feature Release Workflows &Automations
June 18, 2026•1 min read
New Feature: AI Data Extract Action
This action helps you clean your data, with space to provide context when needed, and a simple setup with templates that give you downstream-ready outputs for other workflow actions. Let’s learn how t... ...more
Important Updates ,New Feature Release Workflows &Automations
June 18, 2026•1 min read
Improved Feature: Advanced Workflow Builder
Now, action and trigger sidebars can be resized or expanded to full screen based on screen size and preference. Let’s check these improvements! ...more
Important Updates ,New Feature Release &Automations
June 16, 2026•1 min read
New Feature: Linear Actions & Triggers in Workflows
This integration allows for native connection with Linear, with two-way linking and a closed-loop feedback that helps you capture bugs, manage feature requests, and improve your responsiveness. ...more
Important Updates ,New Feature Release &Automations
June 05, 2026•1 min read
New Feature: Inbound Email Trigger
This trigger captures emails, helping you automate lead communications. Let’s learn how! ...more
Important Updates ,New Feature Release Workflows &Automations
May 07, 2026•1 min read
Improved Feature: Drip Action
We’ve improved the way the Drip action is configured, enhanced the way it displays information, and increased the overall statistic transparency. Let’s give this change a check. ...more
Important Updates ,New Feature Release Workflows &Automations
April 28, 2026•1 min read
New Feature: AI Agent Action
The agent automatically searches and pulls context from across the entire CRM, allowing you to have a fully self-regulating agent that you can select a model for and use advanced options for improved ... ...more
Important Updates ,New Feature Release Workflows &Automations
April 24, 2026•1 min read
New Feature: Find and Replace in Workflows
This feature makes it easy to find specific actions, allowing you to add, edit, remove actions, and replace custom values or tags with your desired value. Helping you manage your builds efficiently wi... ...more
Important Updates ,New Feature Release Workflows &Automations
April 23, 2026•1 min read
