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: Opportunity Changed Trigger
Previously, the Opportunity Changed filters would create missfiring due to a lack of specification, working as a catch-all. So, we’ve added support for event operators, helping you hone down on your w... ...more
Important Updates ,New Feature Release Workflows Automations &Opportunities
January 27, 2026•1 min read
Improved Feature: Dynamically Assign Fillable Fields in Workflows
With this update, whenever you select a template with fillable fields assigned to the sender in the “Send Documents & Contracts” action, you can set the user assignment in your workflow. Let’s give th... ...more
Important Updates ,New Feature Release Payments Workflows &Automations
January 16, 2026•1 min read
Improved Feature: AI Actions in Workflows
The AI Actions in workflows have undergone a remodel, upgrading their capabilities and improving their organization. Come give it a quick look. ...more
Important Updates ,New Feature Release Workflows &Automations
January 14, 2026•1 min read
New Feature: Bulk Operations in the Workflow Page
This update makes it easy to modify your workflows without repetitive manual labor, helping you be organized, fast, and consistent when managing your automations. Let’s learn how to use it. ...more
Important Updates ,New Feature Release Workflows &Automations
December 15, 2025•1 min read
Improved Feature: Advanced Builder Enhancements
We’ve added selection-based quick actions to modify smaller areas of your workflow in the Advanced Builder. Let’s give the changes a look! ...more
Important Updates ,New Feature Release Workflows &Automations
December 10, 2025•1 min read
New Feature: Auto-Save in Workflow Builder
We’ve added an automatic save function to the workflow builder, helping you focus on creating rather than saving. Let’s check it out! ...more
Important Updates ,New Feature Release Workflows &Automations
November 12, 2025•1 min read
New Feature: Advanced Workflow Builder
The Advanced Builder lets you manage multiple workflows in a single canvas and start contacts on different actions. Simultaneously, adding keyboard shortcuts for quick actions, color coding, and autom... ...more
Important Updates ,New Feature Release Workflows &Automations
November 07, 2025•1 min read
New Feature: Scheduler Trigger
The scheduler trigger allows you to create a more complex and specific schedule, excluding weekends, setting an end date, and providing for detailed interval setting. Let’s learn how to use it. ...more
Important Updates ,New Feature Release Workflows &Automations
November 03, 2025•1 min read
New Feature: Company-Based Workflows
This update helps you automate entire company-level workflows, not just individual contacts, simplifying your B2B management, making your process easier to scale, and ensuring data is connected across... ...more
Important Updates ,New Feature Release Workflows &Automations
October 30, 2025•1 min read
New Feature: TikTok DMs & Comment Automation
This update makes conversation management easy, automating DM and comment responses to make your audience feel taken care of and boost your ranking on the For You page. Let’s learn how to use it. ...more
Important Updates ,New Feature Release Workflows &Automations
October 29, 2025•1 min read
Improved Feature: Goal Actions in Workflows
The Goal Event action helps you verify that contacts have interacted with your requirements properly before moving forward in their acquisition process, and we’ve made some adjustments to make it more... ...more
Important Updates ,New Feature Release Workflows &Automations
October 15, 2025•1 min read
Improved Feature: Add Tasks Without Contacts in Workflows
This improvement allows you to use the Add Task action in your workflows even when no contact is added to the task, making it easier to manage internal tasks. Come check it out. ...more
Important Updates ,New Feature Release Workflows &Automations
September 30, 2025•1 min read
New Feature: Airtable Actions & Triggers in Workflows
This update simplifies your task management by automating the connection between Airtable and your CRM. Improving document collaboration, keeping cloud backups updated, and content organized. ...more
Important Updates ,New Feature Release Workflows &Automations
September 23, 2025•1 min read
New Feature: Google Contacts Actions & Triggers
This new feature keeps your CRM and Google contacts synced, simplifying communications and improving your efficiency when managing multiple devices connected to your Google Account. ...more
Important Updates ,New Feature Release Workflows &Automations
September 22, 2025•1 min read
New Feature: ClickUp Actions & Triggers in Workflows
This update helps you simplify your task management by automating the connection between ClickUp and your CRM for a smoother update process and improved direct integration. ...more
Important Updates ,New Feature Release Workflows &Automations
September 22, 2025•1 min read
